My Team

We are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment for a complimentary fact finding review or request any other service, please let us know. We will respond promptly.

 
Lindsay A Atkinson

Lindsay A Atkinson

Administrative Assistant
Office 864-232-2881

Lindsay has been a part of our team since 2016.

Favorite part of her job: Gaining insight into each client's personal circumstances and developing an individualized plan for financial security and success.

Favorite Greenville restaurant: Brick Street Cafe

One item on your bucket list: Take a Mediterranean Cruise

Biggest 2018 goal: Teach my teenage daughter to drive

Biggest Dream: I had them, my kids!

 
Helen L Wintz

Helen L Wintz

Director of Operations
Office 864-232-2881

Helen has been a part of our team since 2016.

She serves as the Director of Operatons and Client Service.

 

Favorite part of your job: Helping people reach their goals

Favorite Greenville restaurant: Trios

One item on your bucket list: Travel to Hawaii             

Biggest 2018 goal: Buy a home

Fun Fact: I never meet a stranger

Biggest Dream: Be Debt free

Favorite way to unwind: Girl time with my friends

 

M. Hughes Schwartz

Financial Advisor

 

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