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

Wealth Management Advisor

Associates

 

 

 

 

 

My colleagues and I help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

 

 
Lauren E Richards

Lauren E Richards

Associate Financial Representative
Office 919-767-6234
Fax 919-287-2918

Lauren began her career in financial services with Northwestern Mutual in June 2014. She joined Charles’ team as an Associate Financial Representative in July 2015. As an Associate Financial Representative, Lauren specializes in client relations and insurance operations. She can assist in the servicing of existing insurance accounts and works with new insurance business. Lauren holds Life and Disability insurance licenses.

Lauren graduated from Meredith College in 2014 with a Bachelor of Science in Family Consumer Science and Nutrition. In her free time, she enjoys spending time with her family and traveling to the North Carolina coast!

 

 
Michael A Overman

Michael A Overman, CFP®

Associate Wealth Management Advisor
Office 919-401-0328

Mike began his career in financial services in May of 2011 as an associate in the Investment Planning Dept in the Richmond, VA network office of Northwestern Mutual.  In June of 2015 Mike joined Charles' team in the Durham office as an Associate Wealth Management Advisor.  Additionally, Mike successfully earned his CERTIFIED FINANCIAL PLANNER ™ certification, holds FINRA Series 7 and 66 registrations, and Life, Health & Annuity License.  Mike's role consists of working with Charles throughout the financial planning process; specializing in investment analysis and portfolio construction.  

Mike graduated from Hampden-Sydney College in 2010, with a BS in Mathematical Economics.  In his free time, Mike enjoys spending time with his family and offshore fishing.

 
Ashley E Wark

Ashley E Wark

Marketing and Client Relations Manager

Ashley Wark serves as a Client Relations Associate for Charles Irvin in the Durham office. Ashley's role consists of managing client events, marketing efforts, and scheduling client meetings. 

Ashley is a proud Tarheel with a degree in Management with a concentration in Economics, accompanied by a minor in the Shuford Entrepreneurship Program. Ashley enjoys spending time with her friends and family, traveling, & horseback riding. 

 

Becca Nobles

Client Service Associate

Becca serves as an Associate Financial Representative for Charles Irvin in the Durham office. She is licensed in the state of North Carolina for life and health. Becca's role includes being a liaison between the client and underwriter during the approval process, as well as expediting and getting the best possible offer for clients.

Becca graduated from the University of Wisconsin -River Falls in 2011 with a degree in Business Management. Becca and her husband, Brian, live in Apex, NC and have 1 cat. She enjoys salsa dancing, baking, cooking, and traveling all over Europe. 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck