Charles D. Irvin, CFP®, ChFC®, CLU®, RICP®

Wealth Management Advisor


Charles is North Carolina born and bred. With a family that has roots in Central North Carolina, Charles grew up working for his family’s locally owned business. Charles lives in Durham with his wife Lisa, their son David, their daughter Abigail, and their yellow lab Maddie.

Still a devout Tar Heel, Charles enjoys supporting the UNC athletic teams with his friends and family. Charles is also an avid outdoorsman, enjoying hunting, camping, and exercising.

Community Involvement

Charles is very involved in the community, serving as an officer at his church, Church of The Good Shepherd in Durham. He helps to direct the business aspects of running the church, and helps to cultivate the church’s mission and vision. His wife Lisa is also very involved with their church and dedicates her time to working with the youth and volunteering in the nursery. Charles & Lisa met years ago through the ministry of Young Life and are still involved with the program locally in Durham & Chapel Hill.

Along with Northwestern Mutual’s corporate support of Alex’s Lemonade Stand, Charles has been actively involved with local efforts to support the organization. From helping to chair his office’s first annual Golf Tournament, to presenting Fun Centers to the Duke Children’s hospital, Charles has jumped at any chance to help support Alex’s locally.


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