My Team

Jennie takes customer service very seriously. So does her team. 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

My Team

 
Catherine Batson

Catherine Batson

Associate Wealth Management Advisor
Office 704-442-4410

Catherine focuses on:

Retirement Planning
Plan Support & Service
Investment Research & Analytics

Catherine is our Planning Specialist; she relocated to Charlotte from Greensboro, NC where she spent the past 10 years in the financial industry. Catherine was the Director of Client Services for an independent firm and managed a team that was responsible for more than 400 clients. She has a deep knowledge of planning and process improvement. Catherine received her Bachelor of Science from NC State University where she majored in Business Management with a concentration in Finance. Catherine currently holds her North Carolina life insurance, long-term care and FINRA Series 7 and Series 63 securities licenses.

She is an active community volunteer and a member of the Junior League. Catherine also enjoys spending her free time cooking, being outdoors, traveling and spending time with friends and family.

 
Jennifer Cothern

Jennifer Cothern

Associate Financial Representative
Office 704-365-2014

Jennifer focuses on:

Insurance Solutions
Insurance Service & Requests
Facilitating the Underwriting Process
General Customer Service

Jennifer is a vital part of our team at Northwestern Mutual. While in the office, she manages all client's from phone to plan creation, through underwriting and plan implementation. She joined Northwestern Mutual in 2010 and is a graduate of the University of North Carolina at Charlotte. Jennifer can help with your insurance needs and currently holds her North Carolina Life and Long Term Care insurance licenses. Jennifer also facilitates the underwriting process and customer service requests.

While away from work, she is actively involved in her church, many social organizations, and travels frequently to serve around the world. She also enjoys running and spending her free time with friends and family.

 

Jennie D Derby, CFP®, CLU®, ChFC®, CLTC
Wealth Management Advisor


Derby Fish Financial

 

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