Our Team

Our team takes customer service very seriously. 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.

 
Michelle K Coleman

Michelle K Coleman, CFP®

Associate Wealth Management Advisor
Office 704-442-4475

Michelle began her relationship with Plancentric Financial Group as a client where she was inspired to make a career change and joined the team in 2018.  Her passion for making smart financial decisions resonates with our clients making her invaluable to them as she helps guide them toward financial freedom. Michelle’s continuous drive to delve deeper and expand her industry knowledge has led her to earn the CFP® certification and maintain licenses for Life, Health, and Long-Term Care insurance, as well as the Series 7 and 63 securities licenses. As a graduate of Clemson University with a BS in Business Management, it is important to Michelle to journey back to Death Valley whenever she can. She is a Charlotte native and enjoys traveling, being on the water and spending time with her husband, family and friends.

 
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 began her career with Northwestern Mutual in 1988 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.

 
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, two grown boys and grandson.

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

 
West Covington

West Covington, MBA

Director of Financial Planning
Office 704-365-2014

West is a  Memphis, TN native, who joined Plancentric Financial Group in April 2019. Prior to joining the team, West gained experience as a financial representative with Northwestern Mutual.  As a 2017 graduate of East Carolina University, West earned his BSBA in Finance  and was a member of the ECU baseball team where he gained valuable leadership and team building experience.  During his time on the team they won a 2015 Regional Championship, 2018 AAC Conference Title, and he was an All-Conference Academic Team selection 3 years in a row.  His commitment to being a strong champion of individuals and teams achieving their goals is evident through the financial planning expertise West applies when helping clients gain financial security.  West holds his Series 7 and 63 securities licenses as well as Life, Health, and Long Term Care insurance licenses, and continues to deepen his professional expertise having completed his Masters of Business Administration in 2020. Outside of the office, West is an active member of the Pirate Club, enjoys spending time outdoors with family and friends, and going to the beach.

 

 
Eva Buchanan-Cates

Eva Buchanan-Cates

Director of Investment Services
Office 704-365-2014

Eva started working at Northwestern Mutual in June 2019 and joined our team in February 2020. She holds Series 7 and 63 licenses, as well as licenses for Life & Health and Long-Term Care Insurance. Eva graduated from Kenyon College in 2019 earning her BA in Classics (Latin and Ancient Greek) where she gained substantial teaching experience. She has carried her teaching skills over to our team and clients. She is devoted to guiding our clients through every  step of the investment onboarding process, as well as helping them with the ongoing maintenance of their accounts. With her acute attention to detail, Eva maintains and develops processes for the team that enable top-of-the-line support for our clients. In her spare time, Eva finds herself in the kitchen baking a wide assortment of delicious treats. When she’s not in the kitchen, she likes to spend time outdoors with her friends and family.

 
Caitlin Beringer

Caitlin Beringer

Director of Marketing
Office 704-365-2014

Caitlin started with Northwestern Mutual in 2012 working in marketing and event coordination, and joined our team in December of 2020. She graduated from the University of Florida with a BS in Advertising and holds a Master’s in Heritage Preservation from Georgia State University. As Director of Marketing, Caitlin’s focus is on client experience and relationship building. Outside of the office, Caitlin enjoys the outdoors and loves to spend time hiking, camping and traveling with her husband and daughter. 

 
John M Harris

John M Harris

Associate Financial Representative
Office 704-365-2014

John joined the team in May 2020 and holds his NC Life and Health and Series 7 licenses. He is a Senior at NC State University studying Economics and Finance. John was born and raised in Charlotte, NC and is an Eagle Scout of Troop 33 in Charlotte where he plans to stay involved. He is a huge sports fan, especially college basketball. He enjoys being outdoors and on the water, running, playing golf and tennis. John also enjoys traveling and going out with friends whenever he can.

 

Ryan Scott Saunders, CFP®, RICP®, 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