My Team

As a Wealth Managment Advisor of the Northwestern Mutual Wealth Management Company, I am committed to helping the financial success of my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone, I work with like minded professionals dedicated to their professional industry growth and our clients.

Together, we stand committed to providing the best client experience possible. If you have a problem or need assistance at any time, please let us know.

 
Sam Byrum

Sam Byrum, MBA, CFP®, ChFC®, RICP®, CASL®

Associate Wealth Management Advisor
Fax 919-755-3214

Sam has been with Northwestern Mutual since 2011 and joined Jen's team in 2012 as an Associate Wealth Management Advisor. He works closely with clients throughout the financial planning process and plays an integral part in helping manage client portfolios.

 

Sam graduated from the University of North Carolina at Greensboro with a B.S. in Marketing and received his MBA with a concentration in Finance from East Carolina University. Sam is a CERTIFIED FINANCIAL PLANNER™ professional and has obtained the Chartered Financial Consultant (ChFC®) designation, Retirement Income Certified Professional (RICP®) designation and the Chartered Advisor for Senior Living (CASL®) designation. The Chartered Advisor for Senior Living (CASL®) designation is conferred by The American College of Financial Services.

 

Sam and his wife, Lindsay, live in Raleigh with their two children, Cole and Olivia, and their goldendoodle, Ellie. He enjoys spending time with his family at the beach, playing golf, and listening to music.

 

Lori I Taylor

Director of Client Relations and Marketing
Office 919-493-1339

Lori has been with Northwestern Mutual since 2015 and joined Jen's team in 2019 as the Director of Client Relations and Marketing. She connects with clients to schedule appointments, assists in the servicing of existing accounts and works with new business. 

 

Lori graduated from the University of North Carolina at Greensboro.

 

Lori and her husband, Eric, live in Raleigh with little boy, Finn and their german shepherd rescue, Ophelia. In her free time, Lori enjoys acting in the local theatre community, singing with her husband and hiking.  

 

Jennifer B. Torrey, CFP®, CLU®, RICP®

Wealth Management Advisor

 

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