My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 
Tasha B Welch

Tasha B Welch

Associate Financial Representative
Office 615-216-1215
  • Oversees day-to-day operations
  • Schedules appointments and account reviews
  • Assists with new accounts and underwriting
  • Handles service requests for both investment and insurance accounts
 
Darla D Taylor

Darla D Taylor

Associate Financial Representative
Office 615-295-2126
  • Assists with Case Preparation
  • Assists with Client Review & Financial Planning Documents
  • Handles service requests for both investment and insurance accounts

 

Ben Phillips, CFP®

Wealth Management Advisor

 

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