Brian's Designations
CFP®:
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today, more than ever, CERTIFIED FINANCIAL PLANNER® professionals are an essential resource. From budgeting, to planning for retirement, to saving for education, to managing your insurance coverage. “Finances” doesn’t mean just one thing for most Americans — and “financial planning” means much more than just investing.
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
ChFC®:
The ChFC® program provides the most current and comprehensive financial planning education by combining the key financial planning fundamentals, with practical applications to put those theories to work. With content in the curriculum that addresses topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce complexities and more, ChFC® designees are trained to masterfully handle a wide variety of modern financial topics.
Meet Team Sytsma
Each of us are committed to providing exceptional service. We want clients to feel like they are always the most important person on the planet. When you speak about your team to someone you know, what would you say? Our goal is to create an experience that someone will never forget, and we take pride in those level of expectations.
Paige Putrino
Operations Assistant
Paige grew up in Endicott, NY and graduated from Binghamton University in 2019 with a bachelor’s degree in Economics. She moved to Raleigh shortly after graduating. In January 2022, Paige joined Northwestern Mutual as a team member with Brian Sytsma. As an Operations Associate, Paige assists Brian in making sure client paperwork is completed efficiently and on time so he can focus on building strong relationships with each of his clients. Paige danced competitively for 13 years (jazz, tap, and lyrical). In her spare time, she enjoys hanging out with her dog Wilson, adventuring with her friends, and hanging out with her family on the beach.Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Johnathan P Williams
CFP®, CLU®, ChFC®
Wealth Management Advisor
Using a unique process, my team helps clients by creating a plan appropriate to their situation. We seek to build long lasting relationships with our clients that endure. We start by understanding you and your goals then create a roadmap to help achieve them. Ultimately our goal is to help create financial security for our clients and our community.
Joshua C Powell
RICP®
Financial Advisor
My team takes a comprehensive approach to financial planning. We take the time to learn about the current planning you have in place and your goals in order to tailor our recommendations to your specific situation. Give us a call today!
Richard Woo
CFP®
Wealth Management Advisor
My mission is to love and serve God, family, friends, clients, as well as the multi-generations of people I will never see or meet and thereby make a profound impact on this world. My team will help you articulate your objectives as well as help you plan around those objectives using analysis, strategic thinking, insurance, and investments. We will then review your plan to make sure your on track.
Zachary Thamm
CFP®
Financial Advisor
My and team I specialize in working with young medical professionals throughout the U.S. to help balance the different competing objectives we create throughout our lives. My team is big on educating medical professionals on how to make smart money decisions ranging from student loan consultation to how to allocate your money appropriately coming out of school. Call me for a consultation!
Gabriel K Sadek
Financial Representative
I help families and business owners protect and grow their wealth.
Joseph M. Smith
CFP®, CLU®
Wealth Management Advisor
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Charles D. Irvin
CFP®, RICP®, ChFC®, CLU®, WMCP®
Partner and Private Wealth Advisor
My mission is to help identify your current financial picture & your future financial goals. My team will provide innovative solutions using world-class products and services to meet your goals. Through this, I develop enduring relationships with my clients.
Kelly Parker
CLU®
Financial Advisor
I will take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most.
Jason Garey
CFP®, ChFC®
Wealth Management Advisor
Jason partners with clients to help them navigate financial success to significance. Jason and his business partner, Bob, specialize in multi-generational financial planning for families and business owners. His specialties within financial planning include disability and life insurance and retirement planning. A former pro soccer player, Jason loves helping pro athletes with financial planning.
