Our Team
Before graduating from the University of Tennessee, Adam was an All-American pole-vaulter and a college intern with Northwestern Mutual. He began his full-time practice with Northwestern Mutual at the age of 23.
He is married to Lisa and they have 2 children. Adam loves to fish, surf, and off-road.
Adam's Philosophy:
“You have to expect things of yourself before you can do them.” – Michael Jordan
After graduating from Virginia Tech, Matt began his full-time practice with Northwestern Mutual at age 22. Matt was a Bronze top 50 award winner in his first year, given to the top 50 first year advisors on a national scale. Matt is a ChFC® and RICP® designation holder from the American College of Financial Services.
He is married to Kellie and they have 3 children. He is passionate about college sports and enjoys outdoor activities such as hiking and biking with his family.
Matt's Philosophy:
“You miss 100% of the shots you don’t take.” – Wayne Gretzky
A graduate of Milligan College, Nathan began his fulltime practice with Northwestern Mutual at age 21. In addition to his financial planning practice, Nathan has also served as Managing Director for the Northwestern Mutual – Tri-Cities region since 2007. Nathan holds the Retirement Income Certified Professional designation from the American College of Financial Services.
He is married to Rebecca and they have 2 children. Nathan loves fly fishing, hiking, biking, and basketball.
Nathan's Philosophy:
“It doesn’t matter what you know, all that matters is what you do with what you know.” – Napoleon Hill
Craig is a Business graduate of ETSU, where he was introduced to Northwestern Mutual’s internship program in 2013. He began his Financial Advisor career at age 21. In addition to serving his clients, he also serves as Growth and Development Director for the Tri-Cities region. Craig was Northwestern Mutual’s Southern Region’s consecutive Gold Leader (3rd year) and Platinum Leader (4th year). In his 5th year, he became the youngest advisor in the network to achieve FORUM recognition (the highest level of excellence and production within the company).
Originally from Lee County, VA, Craig and his wife Callie reside in Jonesborough. He enjoys golf, fast cars, and time on the lake with his family and friends.
Craig's Philosophy:
“If you want something, go get it. Period.” - Will Smith
David’s career with Northwestern Mutual began with a college internship in the beginning of 2013. He continued his internship while working towards and graduating with a Bachelor’s in Business, emphasis in Accounting, from Milligan University. During his time at Milligan University, David was a part of the men’s golf team where he fostered a love for the sport that continues to this day. He began his full-time practice with Northwestern Mutual shortly after graduating in the spring of 2013.
He is married to Amanda and they live in Piney Flats with their 3 children. David loves spending time with family, golfing, and riding side by sides with friends.
David's Philosophy:
“We can’t retract the decisions we’ve made. We can only affect the decisions we’re going to make from here.” – Nick Rice
A graduate and athlete of Centre College, Greyson began his practice at Northwestern Mutual at age 22. He holds the Retirement Income Certified Professional designation (RICP®) from the American College of Financial Services. Greyson is consistently ranked as a top advisor across his peer group nationally. In 2018, he became Growth and Development Director for the Tri-Cities office.
He is married to Kayla, and they have 2 children. Greyson loves snow skiing, hiking, traveling, and spending time with family.
Greyson's Philosophy:
“As a leader, you must understand the traits you are responsible for representing are greater than yourself.” – Mike Swinder
Timothy B Carroll
Director of Wealth Management
A Jonesborough native, Timothy began his career with Northwestern Mutual as a college intern 2019. After graduating from ETSU in 2020, he started his full-time practice with Northwestern Mutual at 22.
He is married to Allison. He loves to workout, run, travel, and spend time with friends and family.
Timothy’s Philosophy:
“Nothing great is given, it’s earned.” – Andy Frisella
Amy joined Northwestern Mutual in September 2006. Amy graduated Cum Laude from Virginia Intermont College with a degree in Paralegal Studies and Business Administration. She holds Life and Health Insurance license in Tennessee. Amy is responsible for Wealth Management Advisor Support, Client Service Support for Non-Securities Products, Variable Insurance/Annuity and Investments.
She is married to Steve and lives in Bristol, TN with their dog, Pugslie.
Amy's Philosophy:
“For with God nothing shall be impossible.” – Luke 1:37
Andrea joined Northwestern Mutual in 2020. She graduated Magna Cum Laude with a Bachelor of Arts degree in Psychology from King University in 2015. She holds Life and Health Insurance licenses in Tennessee. She aims to strengthen the lines of communication between the advisors and our clients and make sure their every need is met. She is responsible for Wealth Management Advisor support, client service Support for non-securities products, Variable Insurance/Annuity products, as well as account administration and maintenance requests.
She was born and raised in Johnson City, Tennessee. Her favorite hobbies include watching the Tennessee Vols play football and hiking in the beautiful East Tennessee mountains.
Andrea's Philosophy:
“Do what you can with all you have, wherever you are.” – Theodore Roosevelt.”
Callie Russell joined Northwestern Mutual in June of 2013 as part of SET team. She started working as an Associate Financial Representative for Craig Copeland in the beginning of 2018. She holds Life and Health Insurance license in Tennessee. Callie is responsible for Wealth Management Advisor support, Client Service support for Non-Securities products, Variable Insurance/Annuity and Investments.
She was born and raised in Bristol VA. She currently lives in Jonesborough TN with her husband Adam, daughter Sophie and son Myles.
Callie's Philosophy:
“You are never too old to set another goal, or to dream a new dream.” -Aristotle
Anabelle graduated Summa Cum Laude from ETSU in 2020 with a degree in History. She started at Northwestern Mutual in March 2022, and looks forward to serving Northwestern clients.
She is married to Davey. They live in Gray, TN where they are enjoying fixing up their 1940's home.
Anabelle's Philosophy:
Be always blooming.
Autumn started with Northwestern Mutual in February 2023. She is currently a Marketing Coordinator for Highlands Wealth Partners. She graduated Magna Cum Laude from East Tennessee State University in 2020 with a degree in Advertising and Public Relations. She is excited to grow connections with our current and future clients.
Autumn is from Gray, TN. She is living in Kingsport with her husband, Casey. She enjoys hiking and spending time with her cat, Cookie.
Autumn's Philosophy:
“I can do all things through Christ, who strengthens me.” -Philippians 4:13
Kaitlynn started her journey with Northwestern Mutual in October 2023, and is currently an Associate Financial Representative for Highlands Wealth Partners. She graduated Magna Cum Laude from MTSU in 2020 with a Bachelor of Science in Theatre and a minor in Business Management. She looks forward to growing her knowledge while building connections with Northwestern clients new and old.
She lives in Johnson City, TN and enjoys playing disc golf, being active, and working on local community theatre productions in her free time.
Kaitlynn's Philosophy:
“Overcome the notion that you must be regular. It robs you of the chance to be extraordinary.” – Uta Hagen