CHAD HARLAN - 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:
- Investment Operations Associate
- Member of Anchor Point Wealth Advisors
Brenda Julian-Yanez is the newest member of Anchor Point Wealth Advisors. Before joining the Northwestern Mutual in August 2022, she worked as a representative of E*TRADE's Elite Trading Services Team and as a client service associate in Morgan Stanley's Wealth Management division. She currently holds her FINRA Series 7, 63, and 66 registrations.
Brenda a native of Mexico and grew up in the metropolitan Atlanta area. She studied Business Management at Chattahoochee Technical College and graduated from the Savannah College of Art and Design with a Bachelor of Fine Arts in Writing. In her free time, Brenda enjoys spending time with her family, reading, and making pottery.
Charles R Harlan, Wells Scott King, James Blake Young III, Paul D King and Stephanie C Street use Anchor Point Wealth Advisors as a marketing name for doing business as representatives of Northwestern Mutual. Anchor Point Wealth Advisors is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Charles R Harlan, Wells Scott King, James Blake Young III, Paul D King and Stephanie C Street provide investment advisory services as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Charles R Harlan, Wells Scott King and James Blake Young III are Agents of Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM. Charles R Harlan, Wells Scott King, James Blake Young III, Paul D King and Stephanie C Street provide investment brokerage services as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). Charles R Harlan, Wells Scott King, James Blake Young III, Paul D King and Stephanie C Street are Insurance Agents of NM.
Job Titles:
- Associate Financial Representative
Cheryl Combs has been with Northwestern Mutual since 2017. She started as a Financial Planning Associate for the Atlanta - Midtown office before joining Wells King in 2020 as an Associate Financial Representative. In this role, she handles the daily management of insurance operations and services. She holds life, health, and disability insurance licenses. Before Northwestern Mutual she worked in retail management and operations training.
In her free time, Cheryl enjoys spending time with friends and family, travel, and arts and crafts.
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:
- 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:
- Associate Financial Representative
Greta Berry grew up in Dunwoody, GA and attended Valdosta State University. In December 2020, she joined the team at Northwestern Mutual as an Associate Financial Representative. In this role, Greta provides client service, coordinates team calendars, and supports insurance and underwriting. She holds life, health, disability insurance and long-term care licenses. Outside of the office, she enjoys working in the yard, walking, and spending time with her son, Daniel.
Job Titles:
- Director of Insurance Operations
Heidi Van Gorder has been a part of the Northwestern Mutual family for over 12 years. Prior to joining Chad's team in 2019, she managed the Client Relations area for the Atlanta office, working to foster and strengthen relationships with existing clients. Heidi holds her Life, Accident, and Sickness Insurance License along with the FINRA Series 6 and 63 registrations.
Born and raised in Georgia, Heidi grew up in the Atlanta area. She attended the University of Georgia, where she earned her bachelor's degree in broadcast news. With a background in journalism, she has a passion for asking thoughtful questions and providing creative solutions, which has proven valuable in her finance career. Heidi and her husband, Chase, live in Marietta with their three young kids: Beckett, Hudson, and Avery. They attend East Cobb Church and have served in family ministry for the last 12 years. They love trying new restaurants, college football, and any chance to get outdoors and make new memories as a family.
I was born and raised in Atlanta and attended the Westminster Schools. After graduating, I attended the University of North Carolina at Chapel Hill. I spent four years cheering on the Heels and had the opportunity to see my alma mater win their third National Basketball Title. I then returned to Atlanta and began working at SunTrust in corporate banking. During this time, I was very involved in Young Life Ministries as a volunteer leader. In October 2000, I joined the Northwestern Mutual.
I met my wife Catherine through mutual friends in 2005. We married in 2006 and welcomed our first child, James, in 2007. Over the next six years, our family continued to grow with the addition of three more children: Sally, Caroline, and Redden. My family and I are members of Westside Presbyterian Church and the Piedmont Driving Club. We are very involved in Julie's Dream, an Atlanta based program that seeks to give children in under-resourced communities the opportunity to experience the beauty of God's creation through outdoor adventures.
I was initially drawn to this career because I thought it would give me an opportunity to help people. Over the past 22 plus years, I've discovered that, through my work at Northwestern Mutual, I'm able to do so much more than I originally thought. I'm able to really get to know people, how they are wired, what's important to them, and what keeps them up at night. From there, I get to help them create plans that protect their families, their finances, and their dreams.
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
Katy Webb grew up in Madison, GA and moved to Atlanta to attend Georgia Tech. After graduating from Tech, she worked with BellSouth and AT&T as a network sales engineer. In January 2008, she joined Blake's team at Northwestern Mutual as an Associate Financial Representative, working with him through 2013. After a four-year hiatus, she rejoined the team in November 2017 as the Director of Operations. In this role, she oversees and redesigns day-to-day operations to ensure the business is running smoothly and all client insurance and investment services are being handled properly. She holds life, health, and disability insurance licenses.
Outside of the office, Katy enjoys reading, hiking, and spending time with her husband, Tucker, and their two children, Charlie and Mary Ellen.
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Portfolio Manager Specialist, Fixed Income
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:
- Member of the Fixed Income Team
- Chief Portfolio Manager, Fixed Income
Job Titles:
- Associate Portfolio Manager, Private Client Services
Originally from Michigan, Paul King made the transition from the West Coast to join the team at Anchor Point Wealth Advisors /Northwestern Mutual in Atlanta. He brings more than 16 years of experience in the planning industry, and his repeated success may be credited to the global perspective he cultivated in Investor Relations for Deutsche Asset Management in Chicago. What Paul appreciates most about his work at Northwestern Mutual is the chance to be part of a "go to" team that helps clients coordinate their efforts so that they can meet their goals and accomplish their dreams. As Paul explains, "Every person walks into our offices with a different dream, and our work is to get them there."
In his time away from the office, Paul enjoys being active and working on his fitness. He and his wife, Sarafina, live in Cumming with their two sons.
Job Titles:
- Senior Investment Research Analyst, NMWMC Research
Job Titles:
- Member of the Large Cap Equity Team
- Associate Portfolio Manager, Equities
Job Titles:
- Portfolio Manager, Private Client Services
Job Titles:
- Member of the NMWMC Investment Consultant Team
Job Titles:
- Research Specialist, NMWMC Research
Job Titles:
- Leader at Westminster High School
- Member at Buckhead Church
Wells King is a native of Atlanta - born and raised. He grew up with two sisters in the Peachtree Hills neighborhood and attended the University of Georgia majoring in Economics. Wells has been an advisor at Northwestern Mutual since 2017. Prior to joining Anchor Point Wealth advisors, he had the opportunity to help nearly 620 families with their insurance and financial planning.
Wells is a Young Life leader at Westminster High School and an active member at Buckhead Church. In his spare time, he enjoys being outside, getting exercise and watching sports.
Job Titles:
- Associate Portfolio Manager, Private Client Services