My Team

Gary Taylor and his team are committed to helping their clients, whether they are concerned for their own financial needs or those of their family or business. Providing quality service is one of those commitments.

Our team stands committed to providing you with the best service possible.

 

Michael T Joyce photo

Michael T Joyce, CFP®

Michael Joyce moved to Charlottesville after graduating from the University of North Carolina at Chapel Hill. Prior to joining Gary’s team he worked in the healthcare industry. Michael is securities licensed as well as fully licensed in life, health, long-term care insurance and annuities. Michael and his wife, Mallory, enjoy traveling, visiting wineries and engaging with the Charlottesville art community.

Michael specializes in preparing and updating financial plans, creating and reviewing portfolios, providing investment and insurance guidance, and consulting with businesses on benefits and planning.

Michael T Joyce is an Associate Insurance Agent of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank.

 

Samuel Tripp H. Duerson III photo

Samuel H Duerson III, CFP®, CLTC

Advisor

Office 434-485-8702

Tripp grew up in Lynchburg, VA and graduated from Virginia Military Institute in 1986 with a BA in History. While at VMI, Tripp lettered in lacrosse for three seasons. Tripp has two daughters, Tyler and Sarah Gordon. In his spare time, Tripp enjoys playing golf, grouse hunting, playing the guitar, cooking, and spending time with his daughters.

Tripp works in the Lynchburg, Virginia Northwestern Mutual office and specializes in developing and presenting financial plans, providing investment guidance, and processing securities orders.

Samuel H Duerson III is an Associate Insurance Agent of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA and SIPC. Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank.

 

Sara L Pannell

Executive Assistant
Office 434-817-1060

Sara Pannell grew up in the San Francisco Bay area, cementing her love of football as a diehard 49ers fan.  She moved to Virginia in middle school and attended James Madison University where she earned her Bachelor's in Business Administration.  Before she started at Northwestern Mutual in 2018, Sara spent twelve years in Resort and Restaraunt Management where she met her husband Jason.  She has two daughters, Alexis and Laurel.  She spends her free time with her extended family, reading, working out, watching football and soccer, and playing with her daughters. 

 

Sara is the primary contact for all life, disability, and long-term care quotes, general policy and billing infomation, and policy values.  She can also assist you with scheduling.

 

 
Kari K Taylor

Kari K Taylor

Investment Operations

Kari Taylor was born and raised in Charlottesville, Virginia.  Kari has been a member of the Northwestern Mutual family her entire life as her father, Gary Taylor, started his career with Northwestern Mutual before her birth.  Professionally, Kari started with Northwestern Mutual in February of 2012 as the Office and Contracting/Licensing Coordinator.  Kari lives in the city of Charlottesville, but enjoys spending time in Urbanna, Virginia with her family, friends, and black lab, Rio.

Kari is the primary contact for all college savings, 401(k), simple plans, and annuity account questions. She can also assist you with investment account questions, execution of security orders.

 
Courtney L Wideman

Courtney L Wideman

Associate Financial Representative
Office 434-295-2700

Courtney Wideman grew up in Wichita, Kansas and spent the majority of her life in the Midwest until moving to Virginia in 2010.  She went to Kansas State University where she earned her Bachelor's degree in Business Administration.  Courtney started her career with Northwestern Mutual in August of 2012. Courtney and her husband, Ronnie, reside in Charlottesville.  She enjoys going to UVA basketball games, running, and being outdoors.

Courtney can help with life, disability, and long-term care quotes, general policy and billing information, and policy values. She also assists with scheduling. 

 

T Hope Rana

Director of Recruitment and Development
Office 434-817-1086

Hope Rana grew up in the Charlottesville area and graduated from the University of Virginia with a double major in Cognitive Science and Psychology.  Prior to joining our team, Hope spent twelve years in Commercial Banking where she helped local businesses fund various growth strategies.

Hope has coached other entrepreneurs in their own business for the past 14 years.  She is heavily involved in the community with the Ishan Gala Foundation, Community Investment Collaborative (CIC), and Charlottesville Business Innovation Council (CBIC).  She also loves writing, spoken word poetry, traveling, and experiencing new things.

Hope oversees the marketing and community development initiatives for Taylor Associates.

 

 

Mindy A Carpenter

Office Manager
Office 434-817-1060

Mindy Carpenter was born in Fort Riley, Kansas but raised in Central Virginia.  Before coming to Northwestern Mutual, she worked as a Bodily Injury Claims Adjuster for State Farm.  In September 2018, she married her husband, Michael, and they reside in Orange.  They have four amazing children between the two of them.  She enjoys traveling, attending college sports games, boating with her grandparents and watching the children play sports. 

 

Mindy is the primary contact for all office administration tasks and can help direct any questions you may have. 

 

Gary W Taylor, CFP®, CLU®, ChFC®, AEP®
Wealth Management Advisor


Taylor Associates

 

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