Chris Ogletree
Financial Advisor|CLTC®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Chawn A Payton
ChFC®, CLU®, CLTC®
Financial Advisor
My team and I help you identify your financial goals and create a personalized plan unique to your needs, thereby, helping your family and you prepare for the future, as well as the unexpected. We look forward to working with you to create full picture financial plans combining investments to build wealth and leveraging world class insurance products to protect assets.
Brent R Burke
CFP®, CLU®, ChFC®, CASL®, RICP®
Partner and Private Wealth Advisor
Brent Burke is a Certified Financial Planner with Northwestern Mutual for 15 years where he serves high net worth clients and business owners. Brent Burke lives just outside of Atlanta. Brent’s Mission is To know and be known by my God.To love, provide for and nurture my family.To be courageous, strive for and protect my clients.To help them reach their financial dreams while there is still time!
Get to know my dedicated 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.
Brett Chestnut
CFP®, ChFC®, CLTC®, RICP®, MBA
Managing Director
Brett graduated from Clemson University in Electrical Engineering and obtained his MBA from Mercer University. In 2015, Brett launched his own successful financial planning and advisory practice. With a passion to serve and develop others, he has a dual leadership role and has been appointed Managing Director responsible for attracting and mentoring the next generation of leader Advisors.
Daniel K Loventhal
CFP®, CLU®, CLTC®, ChFC®
Financial Advisor
Dan specializes in working with professionals, high net worth individuals and owners of closely held businesses. His areas of expertise include financial planning, retirement and estate planning and retirement income. Other areas of planning include: long-term care, disability income, life insurance and employee/executive benefits. He also assists clients with development of investment strategies.
Derrick Murray
CFP®, CLTC®, RICP®
Wealth Management Advisor
Derrick moved back to his hometown of Atlanta to start his professional career in 2013. Connecting his passion for people and his community he joined Northwestern Mutual in the Fall of 2013. As a financial representative, his mission is to be an advocate for his clients.
Phil Adra
CFP®, CPA, CLU®, CLTC®, RICP®
Wealth Management Advisor
A New Orleans native, I've lived in Atlanta since 2006. I'm married to Kimberly and we're proud parents to Cole, Annie, Case, and Crew. I specialize in comprehensive financial planning for pre-retirees, business owners, & physicians. Conversations with my clients revolve around creating a long-term financial game plan encompassing managing wealth, mitigating risk, and saving money tax efficiently.