Staff
Jennie takes customer service very seriously. So does her staff. Together, they are committed to providing exceptional customer service to all of their clients.
If you have questions regarding your investment account, need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let them know. They will respond promptly.
Cory L Shoemaker
Associate Financial Representative
Cory.Shoemaker@nmfn.com
(704) 365-2014 x4325
Cory can assist by:
- Providing investment research and analytics
- Preparing retirement scenarios
- Discussing and providing service for small business retirement plans
- Handling any questions regarding investments
Cory Shoemaker has five years of experience in the financial services industry. She previously worked as an Associate Advisor with Lincoln Financial Advisors/Sagemark Consulting in upstate New York. Cory received her Bachelor of Arts degree from Hobart & William Smith Colleges in Geneva, NY where she majored in economics and minored in public policy with a concentration in economic, political, and social development. Cory studied the post-communist transition in Germany, Romania, and Hungary as part of her undergraduate coursework. She was recognized for her academic achievements by being named to the Dean’s List and was recognized as a Helen Health Scholar at the colleges.
Cory currently holds her North Carolina insurance license, and FINRA Series 7 license. Cory enjoys spending her free time traveling, exploring the outdoors, biking and kayaking.
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Rebecca Brown
Administrative Assistant
rebecca.brown@nmfn.com
704-365-2014, ext.4344
Rebecca specializes in:
• Scheduling appointments
• The Insurance underwriting process
• General customer service questions
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