CHIP DOTSON - Key Persons
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the Senior Leadership Team
- Executive Vice President - Chief Strategy Officer, President of Retail Investments and Head of Institutional Investments
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President, Investment Products, President, Mason Street Advisors
Job Titles:
- Wealth Management Advisor
Chip is a graduate of Wake Forest University. Industry designations that he holds are the Certified Financial Planner™ (CFP®) professional certification and the Chartered Life Underwriter (CLU®). He has been associated with Northwestern Mutual since 1988.
Chip's areas of expertise are in financial and investment planning with an emphasis on retirement income and wealth management strategies. He has a broad base of professional and executive clients across the Southeast.
Job Titles:
- Member of the Fixed Income Team
Job Titles:
- Senior Research & Portfolio Analyst, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Member of the Private Client Services Team
- Senior Director / Portfolio Manager, Private Client Services
Job Titles:
- Wealth Management Advisor
Visit With Denny Denny is a husband to his wife Lauren and father to his three children Avery, Dylan and Whitaker. He has served his clients with Northwestern Mutual since 2011 and is a seasoned Wealth Management Advisor holding the Series 7, 65, 6, 63 & 26 licenses. Denny is a native of Knoxville, TN and a graduate of James Madison University where he played on the JMU Men's Soccer team and served as captain of the team both his junior and senior years. Denny is passionate about serving his clients with a unique financial planning process by developing lifelong relationships built on the foundation of trust. He is an excellent listener and takes the time to understand not only WHAT is important to you, your family and/or business but most importantly the WHY in helping our clients make confident decisions.
Job Titles:
- Member of the Private Client Services Team
- Senior Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Management Specialist, Private Client Services
Job Titles:
- Vice President - NMWMC Investment Management & Research, Vice President - Mason Street Advisors
Job Titles:
- Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Director / Senior Portfolio Manager, Equities
Job Titles:
- Associate Portfolio Manager, Fixed Income
Job Titles:
- Senior Investment Consultant Advisor Recruiting
Job Titles:
- Senior Research Analyst, NMWMC Research
Job Titles:
- Member of the Senior Leadership Team
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Consultant
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Investment Operations Associate
Job Titles:
- Retirement Plan Service Associate
Lorianne joined DKD Wealth Strategies Group in July 2016. She is a graduate of Virginia Tech, with a degree in Financial Planning and a minor in Business and brings over 10 years of experience in the financial services industry to our team. She holds her Series 7 and Series 66 securities licenses as well as the North Carolina life and health insurance licenses.
Lorianne is responsible for implementation of investment strategies and leads our client service team. She enjoys working with clients on a personal level and maintaining strong, lasting client relationships.
Lorianne and her husband, Luke, live in Matthews with their daughter, Talie. She is a member of Next Level Church and her hobbies include travelling, running, and relaxing at the lake.
Job Titles:
- Portfolio Manager Specialist, Fixed Income
Job Titles:
- Director of Operations and Client Service
Maddie Woodie joined the DKD Wealth Strategies Group in June of 2022. Before joining our team as an Operations Associate, she worked within Northwestern Mutual finetuning her experience in Recruitment, Development and Marketing. She graduated from UNC - Chapel Hill in 2020 with a degree in Advertising, Public Relations, and a specialty in Sports Marketing.
Maddie provides operational and administrative support to our Financial Advisors while also facilitating exceptional support throughout all phases of client service. Her primary focus is to create and maintain strong relationships with clients and their families by developing superior marketing, communication, and event planning. In a world of ever increasing digital connection and physical separation, Maddie prioritizes cultivating reliability and trust with clients to ensure that every one feels like family.
Growing up in Iron Station, NC, Maddie knew Charlotte was the place to call home. In her free time, she enjoys traveling, spending time with family and friends, being outdoors, watching sports, and exploring Charlotte's growing food scene.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
- Senior Director, Advisory Investments
Job Titles:
- Financial Advisor
- Partner at DKD Wealth Strategies Group
Matt is originally from Simpsonville, South Carolina a small town in the upstate of South Carolina. Upon graduating from The University in South Carolina with a double major in Finance and Risk Management in 2006, he started his career with Northwestern Mutual Investment Services. Matt focuses on building long-term relationships based on integrity, knowledge, and commitment. Matt's overall goal is to help people define, build, and enjoy prosperous lives.
He and his wife, Jessica, reside in south Charlotte with their three children, Emerson, Brooks, and Elyse. In his free time, Matt also enjoys spending time with family and friends, traveling, and attending and watching sports related to the University of South Carolina, Carolina Panthers, and Atlanta Braves.
Kenny joined DKD Wealth Strategies Group in January 2020. Kenny worked with Matt Erbacher, partner at DKD Wealth Strategies Group, for 6 years prior to their merge with our team in 2020. Kenny is a graduate of Lenoir Rhyne University, where he attended on a golf scholarship, and majored in Business Management. Kenny holds his Life, Health, LTC, Series 6, 7, and 63 licenses.
Kenny is responsible for the day to day management of our investment portfolios including investment research and implementation of portfolio reallocation and rebalancing. He enjoys working in a role that is constantly evolving and provides a challenge for him to learn and grow.
Kenny is a native of Hillsville, VA and moved to Charlotte in 2005, where he now resides with his wife Karrie and their two boys, Carter and Mason. In his spare time, Kenny likes to run, play golf, and spend time with his family. Kenny also enjoys a good book during his quiet time.
Job Titles:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Director of Investments and Planning
Job Titles:
- Wealth Management Advisor
Mike is a graduate of Wake Forest University. He holds multiple professional designations including the Certified Financial Planner™ (CFP®) certification, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). He joined Northwestern Mutual in 1988.
Mike works with high income, high net worth clients throughout the country and has a unique expertise in the areas of financial planning, estate tax strategies and wealth management. Mike also heads our Qualified Retirement Plans practice. Our firm manages over 50 401(k) and Profit Sharing plans in North and South Carolina.
Job Titles:
- Associate Portfolio Manager, Private Client Services
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Ryan is a graduate of Appalachian State University in 2020 with a major in Communications and Public Relations. He started as an intern at Northwestern Mutual in 2019. Ryan specializes in life, disability and long term care insurance planning and focuses on our second-generation clients. Ryan hold his long term care license and his life and health insurance license in multiple states. He also holds his Series 6 and SIE securities registrations with FINRA.
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Client Service Representative
Stephanie joined DKD Wealth Strategies Group in April of 2022. She went to college at the University of Rhode Island, where she double majored in Psychology and Sociology.
Stephanie has worked in the Finance industry since 2014, which helps her in her role her at DKD. She is responsible for the day-to-day procedures in opening and maintaining our clients' accounts.
Stephanie is originally from New York and moved down to Fort Mill, South Carolina in April of 2022 looking for a big change. In her spare time she enjoys playing sports, spending time with friends, finding new restaurants, and most importantly playing with her dog Hudson.
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Director of Planning for DKD Wealth Strategies Group
Thomas is the Director of Planning for DKD Wealth Strategies Group. He works directly with clients to review all aspects of their financial plan before and during their retirement. He holds his life, health, long-term care, Series 7, Series 63, Series 9, and Series 10 licenses in addition to the designations of CERTIFIED FINANCIAL PLANNER™ professional, Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®).
Thomas is from Spruce Pine, NC. He graduated from Wake Forest University and has been with Northwestern Mutual since 2012. He resides in Charlotte, NC with his wife, Jodie, and their 2 kids - Tinsley and Dell. Thomas enjoys golf, being outdoors, and traveling with his family.
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Associate Portfolio Manager, Private Client Services