Charles Irvin, one of our founding partners, was recently honored to receive recognition by Forbes as a “Best-In-State Top Financial Security Professional”. This is not by accident. Charles embodies the Luca Partners Core Value of “Growth Mindset”. This year he has been studying for an advanced financial planning designation through the American College and was recently awarded the Wealth Management Certified Professional designation. This training will help further Luca Partners unique abilities to help clients save strategically and spend smartly so that they can sleep soundly.
|Forbes Top Financial Security Professionals Best in State List (July 2022). Research and ranking provided by SHOOK Research. Based upon data as of 12/31/2021. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.|
Founding Partner, Whit Newton, was recently recognized by Forbes as a “Top Next-Gen Wealth Advisor”. This honor is a great validation of the reputation Luca Partners has built in the industry. “Our youth is part of our advantage” says Newton, “ we call it youthful experience”. Luca Partners is focused on both the Currently Affluent and Emerging Affluent marketplaces. “We have built our firm to be multi-generational and deliver on helping clients not only efficiently get to retirement, but also through retirement and ultimately help transition assets to the next generation.
|Forbes “Top Next-Generation Wealth Advisors” list, (August 2022). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2022. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.|
Luca’s very own Lindsey Moore, Associate Wealth Management Advisor, won the 2021 Outstanding Team Member Award during our Virtual Network Office Meeting in early October. This award recognizes the accomplishments of tenured team members in our district offices who demonstrate our core values of integrity, excellence, and personal responsibility. Lindsey is a wealth of knowledge and always goes above and beyond for the betterment of Luca and our clients. She is an exemplary leader on our team and within the greater firm and pushes others around her to be the best version of themselves. Congratulations Lindsey – we’re so lucky to have you!
6th Annual Impact Day In Support of the Food Bank of Central & Eastern NC
Our team volunteered at the Food Bank of Central & Eastern NC for our district’s 6th annual Impact Day. Each year on Impact Day, the offices in our district pick various organizations to volunteer with as a way to give back to our local communities. Alongside some of our Northwestern Mutual colleagues, we sorted and bagged 13,798 pounds of sweet potatoes, which is equivalent to 11,498 meals for families across NC. Pretty impressive for just 3 hours of work! The Food Bank of Central and Eastern NC serves 34 counties across the state & provided over 76 million meals to families & individuals last year alone. We’re happy to have played a small role in a great effort! Click here for more details.
Luca Partners Participates In Tournament to Benefit UNC Children’s Hospital
Luca Partners was proud to participate in and sponsor a hole for the 5th Annual CarrieOn Golf Tournament to benefit UNC Children’s Hospital Pediatric Hematology and Oncology Fund. Northwestern Mutual was a tournament sponsor and the tournament raised over $19,000! Thank you to CarrieOn for having us and letting us be a part of the great work they do!
Whit Newton gets interviewed for CNBC article
In an April 2020 interview with CNBC that covered how college students are being impacted financially by COVID-19, Whit spoke on how students can overcome the increased financial struggles brought on by the pandemic. He presented several pieces of advice for students and parents including: asking for a specific amount of financial aid, showing commitment to the school/university, and following the institution’s process/protocols.
Hanna Rickfelder, Associate Wealth Management Advisor, won the 2019 Breakthrough Team Member Impact Award. This award recognizes the accomplishments of a team member who has been with Northwestern Mutual less than 2 years and has had a positive impact on their team and to the overall office culture. Hanna joined the Durham office 18 months ago and quickly made her mark on her team, our office, and our clients.
Charles Irvin Speaks at UNC Shuford Program in Entrepreneurship
Charles was asked to speak to a group of students at the UNC Shuford Program in Entrepreneurship about the values of starting a business. It was a thought-provoking discussion with bright young minds. Charles is honored at any chance to return to his alma mater and give back!
Impact Day at the Food Bank of Central & Eastern North Carolina
In honor of Hunger Action Month, our team, alongside our colleagues in the Raleigh office, spent the afternoon at the Food Bank of Central & Eastern North Carolina, sorting and packaging 10,000 pounds of sweet potatoes. These potatoes provided 8,333 meals to people in our community. What a great opportunity to make a difference!
Charles Irvin and Mike Overman attend Fee-Based Planning Conference in Chicago
Charles and Mike spent three days in Chicago alongside 200 of the top fee-based financial planning teams from across the country as well industry experts in the fields of Tax, Estate/Legal, Charitable Giving & closely held business planning. The financial world is ever-evolving and Charles and Mike enjoyed learning about how to help our clients put these planning strategies to work.
Habitat for Humanity
Our Durham office partnered with Habitat for Humanity to help build a house for a family of 5 and, in just three hours, they laid the subflooring throughout the second level of the house and helped build more framing. A little teamwork goes a long way!