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 or request any other service, please let us know. We will respond promptly.
Debbie K Mogan
Associate Financial Representative
debbie.mogan@nmfn.com
(803) 254-0133 x3051
Debbie handles ongoing client needs in the investment area. She holds her life & health insurance license as well as her series 6 & 63 securities industry licenses and has been with Northwestern for 9 years. Her role now revolves around managing the ever changing and rapidly growing Northwestern Mutual Investment Services, LLC area of our business.
You can email Debbie at debbie.mogan@nmfn.com.
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Martha E Werth
Associate Financial Representative
martha.werth@nmfn.com
(803) 254-0133 x3001
Martha Werth oversees our office administration, case management, client relations and marketing. She holds her South Carolina Life and health insurance licenses and has worked for Northwestern Mutual for 6 years.
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Dawn M Cook
Administrative Assistant
dawn.cook@nmfn.com
803-254-0133 xt 3100
Dawn Cook is our office support person. She does scheduling and takes care of policy service work.
You can e-mail Dawn at: dawn.cook@nmfn.com
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Roy C Simmons
Associate Wealth Management Advisor
roy.simmons@nmfn.com
803-254-0133 xt 3025
Roy graduated from Emory and Henry College in 1978 with a Bachelor of Arts degree in Psychology. He obtained his CPA designation in 1998. Prior to joining our staff, Roy worked in the insurance industry in various management capacities and as Chief Financial Officer of a sales organization for 14 years. Roy holds Series 7 and 66 securities industry licenses. He meets our clients' needs in the 401(k) and investment arenas.
You can e-mail Roy at: roy.simmons@nmfn.com
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