My Team

We are a community of high performers through hard work, ownership, accountability, and partnership.

 
Matthew Carmen Franklin Wells

Matthew Carmen Franklin Wells, CFP®

Director of Development
Office 410-480-7057

Matthew joined Northwestern Mutual in July of 2012 as a Financial Advisor and currently serves as Director of Development for Ryan's team. He attended West Virginia University and holds his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. What he enjoys most about his role is the ability to develop people to be at their best for their clients, our community while helping them live out their Most Amazing Future'.

Matthew resides in Baltimore County, MD with his wife Layne and daughter Lucy. They have a dog (Penny Lane) and two cats (Bob Wiley and Dr. Leo Marvin).  During his free time, he likes watching all WVU Sports, playing Fantasy Baseball and College Football, going on donut adventures and traveling with his family. He is passionate about his work with local charities and community organizations. He currently sits as BOYAA Leadership Chair for the Ulman Cancer Fund for Young Adults and is an active Board Member and Membership Committee Chair for the YPN of Howard County Chamber of Commerce. He believes that: “Life is about the journey, not the destination. So live your life fulfilled, without regret, and make sure to capture the moments and adventures that captivate and move you - no matter how big or small.”

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™  and CFP®  (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 
Alexandra Mathis

Alexandra Mathis

Associate Financial Representative
 

David Moler

Financial Planning Consultant
Office 410-539-0084
 
Roman M Okrasinski II

Roman M Okrasinski II

Financial Planning Consultant
 
Victoria Beall

Victoria Beall

Associate Financial Representative
 

Ryan M Walterhoefer

Managing Director

 

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