My Team

I take customer service very seriously, so does my team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Sherry L Boughman

Sherry L Boughman, CLTC®

Financial Advisor
Office 704-442-4475

Sherry has been with Northwestern Mutual Since 1982. Before joining the team, she was the Director of the Client Relations Center. Her focus now is working within the Plancentric Team to better service Northwestern Mutual's existing clientele, especially in the area of long-term care and retirement planning.

 

Outside of the office, Sherry loves spending time with her husband, Steve, as well as their four children, their spouses and her grandchildren. Sherry and Steve are actively involved in their community through volunteering and enjoy hiking and vacationing at the beach.

 
Reid Fronk

Reid Fronk

Associate Financial Representative
Office 704-442-4475

Reid has been associated with Northwestern Mutual and worked with Ryan Saunders since 2014. Reid holds his Life, Health, and Long-Term Care insurance licenses, as well as, the series 6 and 63 FINRA securities licenses. Reid adds client relations and development focus to our overall team.


Graduating from The University of North Carolina at Chapel Hill, Reid played baseball for the Tar Heels. He went on to be selected by the Tampa Bay Rays, where he played professionally for seven seasons, earning the 2008 Rays Minor League Team Player of the Year Award and the 2013 American Association Championship.


Currently, Reid serves as the Alumni Relations Liaison as well as a baseball and football coach at Charlotte Christian School. Reid is married to his wife, Lindsey, who was an All-ACC swimmer at the University of North Carolina and works in Community Relations for Novant Health. The couple resides in Charlotte, North Carolina and enjoy spending time with their daughter, Paige. 

 
Mary R Holdorf

Mary R Holdorf, ChFC®, SPHR

Chief Operating Officer
Office 704-442-4475

Mary has been with Northwestern Mutual for 29 years, beginning her career in Pennsylvania before moving to Charlotte. As Chief Operations Manager, she is responsible for overseeing the business operations for the team. Mary hold insurance licenses for life and health insurance and securities licenses 7, 9, 10, 24 and 63 and has earned her ChFC® and SPHR® designations. When she is not in the office, Mary enjoys gardening, hiking, golfing and spending time with her husband, John, and her family and friends.

 
Michelle K Coleman

Michelle K Coleman

Director of Investment Services
Office 704-442-4475

Michelle began her relationship with the team as a client where she was inspired to make a career change and pursue her passion of making smart finacial decisions and helping others do the same. She joined the team in 2018 and holds licenses for Life and Health insurance as well as the Series 7 securities license. She is eager to learn the industry and helps support the team and clients with website onboarding and preparing client reports and illustrations. Michelle graduated from Clemson University with a BS in Business Management and gets back to Death Valley every chance she can. She is a Charlotte native and enjoys traveling, being on the water and spending time with her husband, family and friends.

 
Jane F Schley

Jane F Schley

Director of Insurance Services
Office 704-365-2014

Jane has been with Northwestern Mutual since 1999 and joined our team in 2015. As Director of Insurance Services, she manages our New Business and Policy Owner Services Departments. Her primary responsibilities include expediting policy underwriting and client relations.

Raised in Washington, DC and the New York area, Jane brings over 2 decades in the Life and Health Insurance Industry to our team. When not in the office, Jane enjoys traveling, gardening, and spending time with her husband and two grown boys.

Please feel free to contact Jane with any of your insurance questions.

 
West Covington

West Covington

Associate Financial Representative
Office 704-365-2014

West, Memphis, TN native, recently joined our team this past April as an Associate Financial Representative. Prior to joining Plancentric, West worked independently as a financial representative in the Charlotte Office for about a year. He currently assists our team with Client Relations, Insurance Services, and Investment Services. West holds his Life, Health, and LTC licenses. As an undergraduate at East Carolina University, he was a member of the ECU baseball team which won a 2015 Regional Championship, 2018 Conference Title, and was awarded All Conference Academic Team 3 years in a row. West graduated in 2017 with a BSBA in Finance and began his MBA Program in Spring of 2018. We are all looking forward to him earning his MBA in May 2020. Outside of the office, West enjoys coaching his 15U baseball team in Matthews, spending time outdoors with family and friends, and good BBQ.

 
Gaelin M Griffith

Gaelin M Griffith

Associate Financial Representative
Office 704-442-4475

Gaelin joined the team in May of 2018 as a Financial Services Intern. She is currently a student at Appalachian State University studying Finance and Banking as well as Risk Management and Insurance. She has earned her life and health insurance licenses and is on her way to earning additional industry credentials. In her spare time, Gaelin enjoys volunteering around Boone and Charlotte, camping and spending time with her family and friends.

 
Zach Eagy

Zach Eagy

Financial Representative Assistant
Office 704-365-2014

Zach is an upcoming senior at the University of North Carolina at Charlotte majoring in Business Analytics. He started with our team in May 2019. Zach enjoys traveling, music, and spending time with friends and family.

 

Ryan Scott Saunders, CFP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Plancentric Financial Group

 

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