Chip Dotson, CFP®
Wealth Management Advisor


DeVita Kavanagh Dotson

My Team

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.

 
Michael B Kramer

Michael B Kramer

Associate Wealth Management Advisor
Office 704-442-4412

Micahel is responsible for the development and execution of our investment strategies. He is the primary contact for questions related to investment products. Michael hold the CERTIFIED FINANCIAL PLANNER (CFP®) designation as well as securities licenses 7 and 63. Michael is a graduate of Winthrop University.

 
Lorianne S Montsinger

Lorianne S Montsinger

Associate Wealth Management Advisor
Office 704-442-4412

Lorianne is a graduate of Virginia Tech, and she brings 8 years of experience in the financial services industry to our team. She holds her securities Series 7 and 66 securities licenses and focuses on the invesment portion of the practice. In addition, Lorianne holds her life & health licenses.

Lorianne leads our client service team, and her goal is to provide a client experience that is second-to-none.

 
Heather Buys

Heather Buys

Associate Financial Representative
Office 704-365-2014

Heather has worked in the financial industry for 5 years and has over 10 years of client service experience.  She is also a Certified Events Planner in the city of Charlotte. Heather works closely with Chip, Michael, and Lorianne assisting with New Business, Policy Owner Services, and Marketing. Her primary responsibilities include expediting policy underwriting and client relations.

Please feel free to contact Heather with any of your insurance questions or to schedule an appointment.

 
 

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