News & Events

Team Member Recognition

We would like to congratulate Ben Kapusta, who finished the Southern Regional Year as #36 in the Bronze category, #2 in Rookie of the Year ratings, and is currently #30 in the National Silver category. Congratulations to Gene Efird, who finished as #44 in the Platinum category and #4 in Challenger of the Year rankings. Tracy Shackelford just reached the career premium threshold of $1,000,000 and finished as #5 in Representative of the Year rankings! Way to go Tracy! Stephanie Baker finished as #2 in Representative of the Year rankings and is currently #2 in the state with over 100 lives already in the 2016-2017 Awards Year. Great job Stephanie!

Congratulations to Tracy Shackelford, Gene Efird, and Ben Kapusta for qualifying for the Northwestern Mutual Varsity Club. Congrulations again to Ben Kapusta for achieving Core Coalition- 2nd Level.

We are also happy to congratulate Wyatt Harris for successfully completing his Series 6.

We are excited to see what else you all will achieve in the new year!


Business Owners Seminar Series: Session One

On November 16, 2016, our office held a business-owners seminar focusing on Business Transition Planning. Thiswas the first in a three part series that will include presenters from both inside and outside the office. Some of the key presenters of the first seminar included Jonathan Brabrand (managing director from Fahrenheir and prior BB&T Capital Markets M&A specialist), Spencer Baxter (attorney at Johnson Gasink & Baxter LLP), and some of the Northwestern Mutual financial representatives in the Williamsburg office.

We truly enjoyed hosting such a wonderful group of people. We are already looking forward to the next one on February 15, 2017!




















Celebrating Paul Roa and 40 years with Northwestern Mutual

July 28th is the 40 year career anniversary for Paul Roa, an experienced Financial Advisor in our Williamsburg Office. We are so lucky to have him in our office as he is so willing to share his wisdom and act as a mentor for younger reps. We recently caught up with Paul to listen to him reflect upon his career with Northwestern Mutual. He started his career directly out of college and said he ultimately decided on NM because of the quality of the people working for the company, and he aspired to their ideals and values. Paul continued to share that his 40 years have been extremely rewarding and he feels so proud that he has been able to help so many clients and friends through various life events, business changes, and see them achieve their goals and financial security.

























Quarterly Awards Dinner at Waypoint Seafood & Grill

We recently celebrated our Quarterly Awards Dinner at Waypoint Seafood & Grill. We were happy to recognize our hard-working team members as well as support a local charity, CHKD, through the Tuna & Tea fundraiser. The proceeds benefit CHKD Childhood Cancer Research.






































The Virginia Peninsula Group has moved!

In early 2016 we relocated our office to 283 Mclaws Circle. As we continued to expand our team and internship opportunities, we realized we needed even more space! This past June, we held an open house to show off our new space.












Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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