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Staff

We are committed to excellence on behalf of our clients. Supporting this quest for continual improvement are the members of Jimbo's team, who understand that success begins and ends with addressing the needs of clients.

 The Team

John F Mitchell J.D., CFP®

John F Mitchell J.D., CFP®
Wealth Management Advisor
919-755-3236

Too many advisors focus on getting you to retire rich; my goal instead is to help you live a rich life. 

 

Professional Designations, Certifications & Education

  • Bachelor of Laws/Juries Doctor in Law, University of North Carolina (Chapel Hill)
  • Certified Financial Planner™ (CFP®) certification
  • Chartered Financial Consultant (ChFC) designation
  • Bachelor of Arts degree in Political Science, Wake Forest University

 

 Industry Involvement

  • Active in the Financial Services Industry since 1993
  • North Carolina Bar Association Member; Estate and Tax Section, Elder Law Section, and the Wake County Estate Planning Council
  • Investment Committee of NC Bar Association and Foundation Member

 

Samuel W  Brewer IV

Samuel "Beau" Brewer IV
Financial Advisor
919-755-3263

After graduating from Appalachian State University, Beau wanted a career that would be meaningful and allow flexibility. After hearing a little bit about Northwestern Mutual Financial Network he knew that this was the perfect fit for him.

 

Through personal commitment, professional associations, accreditations and continuing education, he has worked hard to establish a reputation as a respected professional and to gain the trust of clients.

 

 

 

The Staff

Christina M Molina
Marketing Coordinator
christina.molina@nmfn.com
919-401-0333

Chrissy is originally from Tampa, FL. She now resides in Burlington. She is currently working towards getting her bachelor’s degree in Marketing as well as her  Life and Health insurance and Long-Term Care licenses.

Chrissy started her Northwestern Mutual career in 2010 and joined Jimbo’s team in 2012. She enjoys watching Carolina Tar Heel basketball, going to baseball games, and spending time with friends.

 

Chrissy’s primary responsibilities include but are not limited to:

  • Manages all marketing related activities inclusive of the development and implementation of client appreciation events
  • Designing, implementing, and facilitating annual marketing strategies.
  • Supporting and facilitating development and execution of marketing plans.
  • Strategizes to prepare brand portfolio objective, plans, strategies to facilitate the growth of business unit.
  • Editing materials in accordance with specific customer on market requirement.
  • Branding Initiatives

Christina M Molina

Emily Witzenman
Associate Financial Representative
emily.witzenman@nmfn.com
919-671-6418

She graduated from the University of North Carolina at Wilmington in 2000 earning her BS degree in Business Administration with a concentration in Marketing.  She currently maintains her Life and Health insurance and Long-Term Care licenses.

Presently, Emily lives in Wilmington with her husband, Matt, and two daughters, Kora Beth and Anna Scott. Her and her family enjoy spending time fishing, boating and going to the beach. They are members of Church on the Cape and avid Notre Dame Football and Carolina Tarheel Basketball fans.

Emily’s primary responsibilities include but are not limited to:

  • Scheduling Appointments with Jimbo Huckabee
  • Providing Client Service
  • Acting as a Liaison during the Underwriting of all Insurance Applications

Emily  Witzenman

Megan Heathcote
Associate Wealth Management Advisor
megan.heathcote@nmfn.com
919-401-0352

Megan graduated from The University of North Carolina at Chapel Hill  in 2005 with a BS in Mathematical Decision Sciences.  She currently maintains her Life and Health and Long Term care licenses as well as the FINRA series 7, 66, and 24 licenses. 

Megan has been a Financial Planner since 2005 and after her move back to Chapel Hill, joined Jimbo Huckabee’s team at Northwestern Mutual in April of 2011.  She is happily married to her husband, Sam, and enjoys attending Carolina football and basketball games, playing soccer, and spending quality time with great friends.

 

Megan’s primary responsibilities include, but are not limited to:

  • Meeting Preparation
  • Financial Planning Analysis
  • Any necessary follow up with clients
  • Application Processing

Megan  Heathcote

Rebecca L Goldmann
Recruiter
becca.goldmann@nmfn.com
919-401-0353

Becca is originally from WI and moved to NC January 2012. She graduated from UW-River Falls majoring in Business Administration-emphasis in Management and a minor in Chemistry. She participated in Track and Field for 3 ½ years and was a diver for 2 years while she was in college. She is still undecided between Tar Heels or Blue Devils.

As a Campus Recruiter, Becca sets up classes, clubs, and team talks on the UNC-Chapel Hill campus to connect with the students and find the right individuals to participate in our Top Ten internship throughout the year. Going along with this comes many other responsibilities such as interviewing, scheduling, planning, and of course maintaining those relationships.



T J Mancuso
Director of Development
tj.mancuso@nmfn.com
919-401-0325

TJ has been with Northwestern Mutual since February of 2006 and joined Jimbo’s office staff in October of 2007.  He is the Director of Development for the Chapel Hill office.  He is responsible for training and developing Financial Representatives, training new staff, technology coordination, and overall office management.  As an Associate Financial Representative, he is responsible for assisting in the development and updating of Wealth Management plans for clients and prospects. He is a registered representative with Northwestern Mutual Investment Services, L.L.C. and holds Life, Health and Long-Term Care licenses.

TJ graduated from James Madison University in 2000.  He and wife Erica moved to North Carolina in 2003 and live in Apex with their twin daughters Natalie and Isabel. 

T J  Mancuso

William N Jova
Associate Wealth Management Advisor
bill.jova.ii@nmfn.com
919-493-1339 x 4520

William N. Jova, II (Bill) became an Associate Wealth Management Advisor on John Mitchell's team in April of 2007.  He began his career in financial services in 1997 as a college intern for Northwestern Mutual while majoring in Economics at East Carolina University. After graduation, Bill joined First Union National Bank as a Financial Specialist. At First Union, he gained valuable experience in banking, brokerage, and lending. 

Having realized that Northwestern Mutual was where he would best be able to help clients and enjoy a long, successful career, Bill returned to Northwestern Mutual as a Financial Representative in July of 2002, focusing primarily on investments. Prior to joining John's team, Bill was an Investment Specialist for the Northwestern Mutual Financial Network.

Bill maintains an office in Chapel Hill, NC and holds multiple FINRA registrations and insurance licenses.

In his free time, Bill enjoys spending time with his family and friends and traveling with his horses.

William N Jova