Planning Team

Professional Designations & Licenses

• Bachelor’s in Law/Juris Doctorate in Law from University of North Carolina - Chapel Hill
• B.A in Political Science from Wake Forest University
• North Carolina Bar Association Member, Estate and Tax Section, Elder Law Section, and Wake County Estate Planning Council
• CERTIFIED FINANCIAL PLANNERTM (CFP®) professional
• Chartered Financial Consultant (ChFC®)
• Chartered Life Underwriter (CLU®)
• FINRA Series 6, 7, 63 and 65
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

After working as an attorney, he joined the Financial Services Industry in 1993.

Personal Info

John resides in Raleigh with Stephanie, his wife of 47 years. He has three adult daughters: Kacy, Rachel, and Candace and six grandchildren. Lifetime residents of North Carolina, John and Stephanie have lived in Raleigh since 1986. John enjoys tennis, reading, baseball, the beach, and spending time with his family. He has run various marathons including the New York Marathon, the Outer Banks Marathon, and the 2010 Boston Marathon.

Professional Designations & Licenses

• B.A in Recreation Management from Appalachian State University
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• FINRA Series 6, 7, 63 and 65
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

After graduation from Appalachian State University, Samuel "Beau" Brewer excelled at Quiksilver as a Regional Wholesale Representative. To pursue his passion, he joined Northwestern Mutual in 2002 and began working with John Mitchell in 2008. As Beau's daughter would say, "My dad helps people make wise money decisions."

Personal Info

Beau lives in Raleigh with his wife, Heather, and has two kids, Wait and Eleanor. Beau makes his way to the golf course as often as his wife permits him. He also enjoys fishing, hunting, going to the beach, and spending time with his family. When Beau grows up, he would like to be a professional surfer, boxer, and race car driver.

Professional Designations & Licenses

• Bachelor of Arts from North Carolina State University
• Certified Private Wealth Advisor (CPWA®)
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Chartered Financial Consultant (ChFC®)
• FINRA Series 7 and 66
• Life, Health, and Disability Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

Kyle joined the team in the spring of 2005. As an Advisor, he works closely with our clients through a holistic approach to private wealth management.

Personal Info

Kyle enjoys spending time with his wife Lindsey, sons Jack and Smith, and Golden Retriever Hyde. Passions include traveling, meeting new people and finding any excuse to spend time outdoors. Lifetime residents of Raleigh, they enjoy finding new restaurants and exploring the many green spaces the area has to offer.

Professional Designations & Licenses

• B.S. in both Mathematics and Business Administration from Houghton College
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• FINRA Series 7 and 66
• Life, Health, and Disability Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

After college, Jordan went back to his hometown in Naples, Florida where he worked at Nationwide Insurance until moving here and joining the team in 2008. He is responsible for the ongoing management of our client's financial plans, portfolio reviews, recommendations and implementation.

Jordan's expertise is in comprehensive financial planning, retirement income distribution and tax efficient strategies.

Personal Info

Jordan lives in Cary with his wife Kirstin and their dog Timmy. He enjoys being outdoors, playing ice hockey, drumming at his church, spending time with friends and family.

Professional Designations & Licenses

• B.S. in Business Administration from North Carolina State University
• FINRA Series 7 and 63
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

After working within the Northwestern Mutual Raleigh district office as a member of the Centralized Planning Group for two and a half years, he joined the team in 2019. Adam uses his analytical skills to customize the planning process for each of our clients and manages their insurance requests.

Personal Info

Adam lives in Willow Spring with his wife, Logan, and sons, Rylan and Brantley. He enjoys hockey, golf, and traveling with his young family.

Professional Designations & Licenses

• B.S. in Atmospheric Science and a Minor in Mathematics from State University of New York at Albany
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• FINRA Series 7 and 66
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

Jen worked in the field of operational marine meteorology in New York before making the move to Raleigh in 2015. She joined the team in February of 2017. Jen focuses on the operational duties of investments. This includes account transfers, servicing and opening accounts, creating investment proposals, and executing trades.

Personal Info

Jen lives in Raleigh with her husband, Brian and their cat, Glenn. She enjoys gymnastics, listening to music, traveling to different Caribbean Islands, visiting family in New York, and going to NASCAR races with her husband and friends.

Professional Designations & Licenses

• B.B.A in Trust and Wealth Management with a minor in Financial Planning from Campbell University
• FINRA Series 7 and 66
• Life and Health insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

Collin has been with the team since 2015 as an Associate Wealth Management Advisor. He focuses on investment operations, including portfolio construction, trade execution, new account openings, account transfers, and asset movement.

Personal Info

Collin is married to his wife Kati Jo and they moved to Raleigh in September of 2018. In his free time, he enjoys spending time with his family, collecting antiques, vinyl records, and sneakers and playing golf.

Professional Designations & Licenses

• B.S. in Economics and minor in International Business from Appalachian State University
• Juris Doctorate from St. Mary's University School of Law
• Licensed attorney with the North Carolina State Bar
• CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
• Chartered Financial Consultant (ChFC®)
• Accredited Estate Planner (AEP®)
• FINRA Series 7 and 66
• Life, Health, Disability, and Long-Term Care Insurance Licenses
• Variable Life and Variable Annuity Licenses

Background & Expertise

After working as an attorney in private practice and an advisor with his own practice at Northwestern Mutual, he joined the team in 2014. Ben brings a wealth of experience and directs business operations.

Personal Info

Ben lives in Raleigh with his wife, Maria, and sons, Mateo and David. He used to enjoy playing soccer, racquetball, running and hiking, but now mainly watches and chases his kids around.

Professional Designations & Licenses

• B.S. in Business Administration from North Carolina Wesleyan
• AAS in Paralegal Technology from Durham Technical Community College

Background & Expertise

After a successful career as a paralegal and subsequently a firm office manager, Katie joined the team in 2015. She schedules client meetings and manages business office matters.

Personal Info

Katie lives in Raleigh and enjoys outdoor activities and traveling.

Professional Designations & Licenses

• B.S. in Finance from NC State University
• FINRA Series 7 and 66
• Life, Health, Disability Insurance Licenses

Background & Expertise

Ryan started with Heirloom as an intern during his Senior year of college in 2021. After graduating from NC State, he joined the team full time in January of 2022. Ryan’s focus is with the operations department. This includes account transfers, servicing and opening accounts, creating investment proposals, and executing trades.

Personal Info

Ryan is a lifelong Raleigh resident. A few of his hobbies include golf, video games and working out. Ryan also loves getting outside and enjoying the outdoors whenever he can.