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.

 

 
Emma H Bires

Emma H Bires

Associate Wealth Management Advisor
Office 615-742-8716

Emma joined Al’s team in February 2016 after she graduated from Sewanee: The University of the South (Class of 2015). She earned her Bachelor’s degree in Art History and Latin. Emma is a licensed Life and Health insurance agent with the Department of Commerce and Insurance. For all of your insurance related questions or requests, Emma is your go to. In 2017, she became a registered representative with FINRA (Financial Industry Regulatory Authority) having both her Series 7 and Series 63. Emma grew up in Chattanooga, Tennessee where she attended Girls Preparatory School.

 
Stephanie H Allen

Stephanie H Allen

Associate Wealth Management Advisor
Office 615-742-5846

If you have any questions about your Advisory or brokerage accounts, trading inquiries, or any other investment-related questions, give Stephanie a call. 

Prior to joining Al’s team, Stephanie worked for UBS Financial Services, Inc. She has also worked for Laffer Investments, a macroeconomic asset manager and Capital Trust Wealth Management, an independent financial planning firm. Stephanie is a registered representative having both her Series 7 and Series 63 with FINRA (Financial Industry Regulatory Authority), which she has held since 2004. She also is a licensed insurance agent having her Life and Health Insurance license with the Department of Commerce and Insurance. Stephanie was born in Denver, Colorado and grew up in Phoenix, Arizona. She is a graduate of Harding University, earning her Bachelor’s degree in Marketing.  

 

Al Waldrop, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

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