Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.
Kelli S Moore
Associate Financial Representative
kelli.moore@nmfn.com
(770) 696-8588
Kelli Moore has been with Northwestern Mutual in different capacities for nearly 5 years. After graduating from Western Kentucky University with a BA, Kelli began working with an established Financial Advisor in the Nashville, TN office of Northwestern Mutual. After getting married, Kelli moved to Colorado, where she continued with Northwestern. When a third move to Georgia came about, Kelli only considered one option - work with Northwestern Mutual. Kelli has been working with Wayne since August 2007. She holds a Georgia state insurance license in Life, Health, and Long Term Care.
- How can Kelli help you?
-
- -Schedule new appointments and annual review meetings.
- -Provide general policy values and billing information.
- -Assist with ownership and beneficiary changes.
- -Process changes to your billing accounts.
- -Prepare quotes for Life, Disability, and Long Term Care.
|
|
|
Mary Locke Macatee
Associate Wealth Management Advisor
marylocke.macatee@nmfn.com
770-246-8364
Mary Locke Macatee graduated from Wake Forest University with a BA in Communication. She has been with Northwestern Mutual in different capacities for nearly three years. As our Investment Coordinator, Mary Locke is the primary contact for clients needing assistance with their investment accounts. Mary Locke is licensed in all product lines with which we assist our clients. She enjoys running and traveling.
How can Mary Locke help you?
-Assist with questions concerning your investment accounts.
-Process trades and cash requests from investment accounts.
-Prepare documents to establish new investment accounts.
-Provide investment account statements.
-Prepare and update your Personal Needs Analysis.
|
|
|
|