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

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.


 
Charles D. Irvin

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

Wealth Management Advisor
Office 919-767-6217
  • Bachelor of Science in Business Administration – Finance Concentration from the University of North Carolina at Chapel Hill
  • Certified Financial Planner (CFP®)
  • Retirement Income Certified Professional (RICP®)
  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Life/Health/Long Term Care Insurance Licenses
  • FINRA Series 6, 7, 63

Professional

Charles joined Northwestern Mutual and began his practice in 2009.  He has been focused on building a wealth management team committed to comprehensive planning and client relationships.  Charles has been a leader both locally and nationally and travelled across the country speaking on topics of leadership, comprehensive planning, and building a team.  Charles’s desire for clients is for them to have confidence in their financial plan such that they feel empowered to enjoy what they spend!

Personal

Charles is married to Lisa and they have 3 kids, ages 5 and under, David, Abigail, & Bennett.  From attending sporting events, hiking, camping, and hunting, they love spending time together outdoors as a family. Charles & Lisa are passionate about being involved in their community.  Together they serve on the Board of Young Life and are active members at their church, the Church of the Good Shepherd in Durham, where Charles is an officer.  Charles also serves on the Board of the Ronald McDonald House of Chapel Hill.

 
Lauren Sasser

Lauren Sasser

Associate Financial Representative
Office 919-767-6234
Fax 919-287-2918
  • Bachelor of Science in Family Consumer Science from Meredith College
  • Life/Health Insurance Licenses

Professional

Lauren started working with Northwestern Mutual in June 2014 and has worked in various areas within the company.  As an Associate Financial Representative, her primary focus is with new insurance business.

Personal

In her spare time, Lauren enjoys spending time with her husband Grant and her family & friends, traveling to new places, soaking up the sun at the NC coast, and she also has a love for designing and creating floral arrangements. 

 
Michael Overman

Michael Overman, CFP®

Associate Wealth Management Advisor
Office 919-401-0328
  • Bachelor of Science in Mathematical Economics from Hampden-Sydney College
  • Certified Financial Planner (CFP®)
  • Life/Heath/Annuity Licenses
  • FINRA Series 7 and 66

Professional

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 the Durham office as an Associate Wealth Management Advisor.  Mike's role consists of working throughout the financial planning process, specializing in investment analysis, and portfolio construction. 

Personal

In his downtime, Mike enjoys spending time with his wife Holly and their family, which includes their Cavalier King Charles puppy that rules the house, and offshore fishing.

 
Ashley Wark

Ashley Wark

Marketing and Client Relations Manager
  • Bachelor of Arts in Management with a minor in Entrepreneurship from the University of North Carolina at Chapel Hill
  • Life/Health Insurance Licenses

Professional

Ashley has served as a Client Relations Manager for Charles Irvin in the Durham office since the start of 2018.  Ashley's role consists of managing client events, marketing efforts, coordinating client outreach, and scheduling client meetings.  Ashley holds Life & Health insurance licenses.

Personal

Ashley is a proud UNC-Chapel Hill graduate and in her free time, enjoys spending time with her friends and family, traveling, & horseback riding.

 
 

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