Luca Partners Team
"Beginning the moment I was introduced to Whit and his talented team over 10 years ago, they have always centered the paramount interest of my family’s well-being and goals into every interaction. I trust 100% of our family’s assets into their care with full confidence there is an entire team committed to our mutual success!"
- Nelson Powell, Commercial Banker
After years of collaboration and informal working relationships, Jimbo, Whit & Charles merged their three respective teams to form Luca Partners. With over 150 years of combined financial services and investment experience, Luca was formed to help fulfill the mission of bringing order to the chaos that surrounds a family’s financial planning. By merging practices, Luca Partners has been able to create an enduring firm that is driven by integrity, dedication, and excellence, to provide comprehensive, strategic, and inter-generational planning to families and businesses.
Jimbo Huckabee , CFP®, ChFC®, CLU®
Partner and Wealth Management Advisor
Jimbo Huckabee, CFP®, ChFC®, CLU®
Partner and Wealth Management Advisor
- Bachelor of Science in Business Administration from the University of North Carolina of Chapel Hill
- CERTIFIED FINANCIAL PLANNER™ (CFP®) professional
- Chartered Financial Consultant (ChFC®)
- Chartered Life Underwriter (CLU®)
- Life/Health/Long-Term Care Insurance Licenses
- FINRA Series 6, 7, 9, 10, 63
Professional Background
Jimbo Huckabee has been challenging clients to plan for financial security since starting his career with Northwestern Mutual in 1995, shortly after graduating from The University of North Carolina at Chapel Hill's Kenan-Flagler Business School. He has established himself as a leader by cultivating relationships based upon integrity, knowledge and commitment within his firm and industry. Jimbo has also served as the Managing Director of Northwestern Mutual's Chapel Hill-Durham Office since 2002.
Throughout his Northwestern Mutual career, Jimbo has qualified for numerous company and industry awards and has also received The Triangle Business Journal's “40 Under 40” award for his achievements with Northwestern Mutual and in the community.
About Me
Jimbo is a lifelong resident of Durham where he lives with his wife Emmy, their daughter Boyce, and sons Quin and Sam. In addition to spending time with his family, he enjoys playing golf, snow skiing, and cheering on the Tar Heels.
If you could have dinner with anyone (dead or alive), who would it be?
Jack Nicklaus, the retired professional golfer. His ability to win was remarkable and his mental game was always on point. He could block out the noise and successfully execute whenever he needed to. Since his retirement, he has remained relevant to the game, by designing golf courses all over the world and I admire the success he’s had in creating a life and career after playing professional golf.
If you could only eat one food item for the rest of your life, what would it be?
Italian food
Whit Newton , CFP®
Partner and Wealth Management Advisor
Whit Newton, CFP®
Partner and Wealth Management Advisor
- Bachelor of Science in Psychology and Management and Society from the University of North Carolina at Chapel Hill
- CERTIFIED FINANCIAL PLANNER™ professional
- Life/Health/Long-Term Care Insurance Licenses
- FINRA Series 6, 7, 63
PROFESSIONAL BACKGROUND
William "Whit" Newton started his financial planning career in 2009. He primarily focuses on retirement planning, investment strategy, insurance and business planning opportunities with a strong concentration in finance, real estate, medical and business markets. Whit’s passion is taking the pieces of family’s financial picture and creating order, efficiency and helping them feel better about their plan by having clarity.
ABOUT ME
Whit is a native of Eastern North Carolina, born and raised in Clinton. Whit and his wife, Sarah, a Manager and Healthcare Industry Consultant at SAS, met through best friends while on a trip to the Iron Bowl. The two were married in 2013 in Birmingham, Alabama, where Sarah grew up. They currently reside in Raleigh with their children, Henry, George and Emma(twins), and their Goldendoodle, Barclay.
In a free moment(which is rare in this stage of life), you're likely to find Whit exercising or on the golf course. He enjoys traveling and a good glass of wine.
If you could have dinner with anyone (dead or alive), who would it be? Rip Wheeler from Yellowstone
Who/what inspires you? My special needs son Henry. He has the best smile on Earth.
Charles D. Irvin , CFP®, RICP®, ChFC®, CLU®
Partner and Wealth Management Advisor
Charles Irvin, CFP® ChFC® RICP® CLU®
Partner and Wealth Management Advisor
- Bachelor of Science in Business Administration – Finance Concentration from the University of North Carolina at Chapel Hill
- CERTIFIED FINANCIAL PLANNER™ professional
- Retirement Income Certified Professional (RICP®)
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Life/Health/Long-Term Care Insurance Licenses
- FINRA Series 6, 7, 63
Professional Background
Charles joined Northwestern Mutual and began his practice in 2009. He has been focused on building a wealth management team committed to comprehensive planning and client relationships. Charles has been a leader both locally and nationally and travelled across the country speaking on topics of leadership, comprehensive planning, and building a team. Charles’s desire for clients is for them to have confidence in their financial plan such that they feel empowered to enjoy what they spend!
About me
Charles is married to Lisa and they have 3 young kids, David, Abigail, & Bennett. From attending sporting events, hiking, camping, and hunting, they love spending time together outdoors as a family. Charles & Lisa are passionately involved in their community. Together they serve on the Board of Young Life and are active members at their church, the Church of the Good Shepherd in Durham. Charles also serves on the Board of the Ronald McDonald House of Chapel Hill.
Do you have a hidden/secret talent?
I am a member of a super-secret all men’s choir group at church called the “Bull Frog Choir”. There are 2 requirements to join; volume & conviction. We performed twice and have not been asked to perform since.
If you could only eat one food item for the rest of your life, what would it be?
Anything from a smoker. I am secretly obsessed with smoking meats.
Braxton Albritton
- Bachelor of Science in Business Management from North Carolina State University
- Life/Health/Long-Term Care Insurance Licenses
- FINRA SIE, Series 7, 66
PROFESSIONAL BACKGROUND
Braxton Albritton joined Luca Partners in 2022 as the Director of Business Development. Prior to joining Luca Partners, he was in the medical device industry with Globus Medical for over 14 years. Braxton joined Luca to help grow the firm, not only in new business opportunities, but to create brand awareness in the community and surrounding areas.
ABOUT ME
Braxton is a native of Raleigh, North Carolina. Braxton and his wife, Julia, grew up together in Raleigh, were high school sweethearts, and got married right after graduating NC State in 2008. They currently reside in North Raleigh with their 4 children, Maggie, Mary Eden, Braxton Jr, and Katherine.
Ali Dougherty
Financial Planning Assistant
- Bachelor’s in Business Administration from St. Edward’s University
PROFESSIONAL BACKGROUND
Fidelity: Financial Associate – Defined Contribution
Credit Suisse: Trade Management Analyst – Derivatives
Ali joined Luca Partners in September 2022 as a Financial Planning Assistant. Ali began her career at Fidelity Investments where she serviced clients on the Disney team helping them understand their retirement accounts and other employee benefits. Prior to joining Luca, she worked in derivative trade management at Credit Suisse which gained her valuable insight into the world of options trading. After her experience on both sides of the financial spectrum, she has found her stride in financial planning. In her role now, she focuses on creating financial plans for our clients to empower them to spend their lives living.
ABOUT ME
When she’s not in the office, you can find Ali enjoying time with her partner, Hannah, and their dog, Jo. Together, they enjoy taking on various projects around the house and trying out new restaurants around Durham. In addition to spending time with family, she enjoys lawn care, a nice glass of Pinot Noir and Texas Football. Hook Em!
Craig Golden, CFA®
Associate Wealth Management Advisor
- Bachelor of Arts in Mathematics and Statistics from the University of North Carolina at Chapel Hill
- Chartered Financial Analyst (CFA®) designation
- Life/Health Insurance Licenses
- FINRA Series 7 and 66
Professional Background
Craig joined Luca Partners in August 2022. He enjoys helping clients understand financial markets and maintain focus on their comprehensive financial goals. Craig began his career in wealth management with First Citizens Bank, analyzing portfolios for high net worth individuals and families. At First Citizens, Craig gained valuable experience trading and researching fixed income markets. Prior to joining Luca, Craig was a Director of Investment Operations with Thrivent Financial in Raleigh.
About Me
Craig was born and raised in Tennessee, but has planted roots in Durham with his wife, Stefanie. Together, they enjoy traveling, hiking, playing a good board game, watching football and hanging out at home with their dog (Murphey) and two cats (Humphrey and Adele). Craig and Stefanie are active members at their church (Christ Central Church) in Durham.
Questions
If you could have dinner with anyone (dead or alive), who would it be? Thomas Jefferson. He would be a fascinating conversation and I love American history!
If you could only eat one food item for the rest of your life, what would it be? Ice Cream
I’ve always wanted to learn how to… play the piano
Who/what inspires you? Hiking in the mountains
Dream vacation location? New Zealand!
Investment team assistant
- Bachelor of Science in Business Administration with a Finance Concentration from NC State University
PROFESSIONAL BACKGROUND
Hailey graduated from NC State in May of 2022 and started at Luca Partners in October of 2022.
ABOUT ME
Hailey is from Lake Norman, NC and moved to Raleigh to attend NC State. She enjoys staying active, cooking and traveling with her friends and family when she is not in the office. She attends Vintage Church in Downtown Raleigh.
William N. Jova II
Director of Investment Management
- Bachelor of Science in Economics from East Carolina University
- Life/Disability/Long-Term Care Insurance licenses
- FINRA Series 6, 7, 63, 65, 66
Professional Background
William "Bill" N. Jova, II began his career in financial services in 1997 as a college intern for Northwestern Mutual and following graduation, Bill joined First Union National Bank as a Financial Specialist. At First Union, he gained valuable experience in banking, brokerage, and lending.
Having realized that Northwestern Mutual was where he would best be able to help clients achieve financial security, Bill returned to Northwestern Mutual as a Financial Representative in July of 2002. Bill went on to hold the position of Investment Specialist and now holds the position of Director of Investment Management. In his role, Bill focuses on the investment aspect of the financial planning process.
About Me
Bill and his wife Jessica live with their horses and Weimaraner named Parker (named after Parker’s BBQ in Wilson, NC) on their horse farm outside of Hillsborough. When not in the office, Bill enjoys working on the farm and spending time with family and friends.
Dream vacation location?
Cattle drive in Wyoming
If you could only eat one food item for the rest of your life, what would it be?
Sweet potatoes
PROFESSIONAL BACKGROUND
Prior to joining Northwestern Mutual and Luca Partners Triin was an office manager and dental assistant for oral surgery offices in the triangle.
ABOUT ME
Triin was born and raised in Kilingi-Nomme, Estonia, moved to North Carolina in 2009. When she is not in the office, she loves spending time with her family. Her husband Brennon, kids Taavo and Eleliis as well as, her dogs Scottie and Rosie. Together they enjoy hiking, traveling, and trying new restaurants.
Lindsey Moore, CFP®, RICP®
Associate Wealth Management Advisor
- Bachelor of Arts in Communications Studies from the University of North Carolina at Chapel Hill
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional (RICP®)
- Life/Health Insurance Licenses
- FINRA Series 7 and 63
Professional Background
Lindsey started at Northwestern Mutual in 2010. During her time, she has had several roles within the company, but has found her true calling as an Associate Wealth Management Advisor with Luca Partners. Lindsey’s primary emphasis is on helping manage operations team-wide and holistic planning.
About Me
When she’s not in the office, you can find Lindsey enjoying time with her family – husband Jared, daughter Bonnie, and their dogs Hattie and Thea. They enjoy going on trips to the beach and the mountains, with Charlottesville, VA, being a much loved and annually visited destination. Lindsey also likes reading, practicing yoga, and sipping a good glass of red wine.
Who/what inspires you?
People who are selfless! We can all learn from them!
If you could only eat one food item for the rest of your life, what would it be?
Pizza – there are a ton of different styles and toppings, you really could go a long time before you had to repeat a type!
Mike Overman, CFP®
Associate Wealth Management Advisor
- Bachelor of Science in Mathematical Economics from Hampden-Sydney College
- CERTIFIED FINANCIAL PLANNER™ Professional
- Life/Health Licenses
- FINRA Series 7 and 66
PROFESSIONAL BACKGROUND
Mike began his career in financial services in May of 2011 as an associate in the Investment Planning Dept in the Richmond, VA network office of Northwestern Mutual. In June of 2015, Mike joined the Durham office as an Associate Wealth Management Advisor. Mike's role consists of working throughout the financial planning process, specializing in investment analysis, and portfolio construction.
ABOUT ME
Mike and his wife Holly have one son, Hayes, and a Cavalier King Charles, Sully. In his downtime, Mike enjoys offshore fishing and spending time with his family.
Do you have a hidden/secret talent?
I know sign language
If you could only eat one food item for the rest of your life, what would it be?
Tacos
Eric Radwin
Associate Financial Representative
- Bachelor of Science in Hospitality Management from Colorado State University
- Life/Health/Long-Term Care Insurance Licenses
Professional Background
Eric has been with Northwestern Mutual since July 2019 and joined Luca Partners in November 2020 as an Associate Financial Representative. In his role, he focuses mainly on new insurance business and client meeting preparation. Prior to working at Northwestern Mutual, Eric spent 9 years in the hotel industry where he worked in and managed Front Office Operations.
About Me
Eric moved to North Carolina from New Jersey in 2015. He has traveled to over 30 countries, most of them done during a 5-month trip prior to moving to NC. In his free time, he enjoys cooking, fishing, golfing, and traveling.
If you could have dinner with anyone (dead or alive), who would it be? Marco Pierre White. He’s the youngest chef to ever win 3 Michelin stars. The food and the stories would be amazing.
I've always wanted to learn how to play the guitar
Allyson Ramos
Associate Financial Advisor
- Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill
- Life/Health Insurance Licenses
- FINRA Series 6 and 63
Professional Background
Allyson started with Northwestern Mutual in 2006 as a part time assistant and gradually increased to full time starting in 2012, working for multiple advisors on both the investment and insurance side of the business. Now, she primarily focuses on investment operations and building long-term relationships based on integrity, knowledge, and commitment, with an overall goal of helping people define, build, and enjoy prosperous lives.
About Me
Allyson grew up in Concord, NC and now resides in Hillsborough, NC. She has been married to her husband David for 25 years. They have three children, Sailor (23), Grayson (20) and Chelsey (17), along with their three dogs and one cat. She really loves her dogs and her family. Allyson enjoys reading, exercising and spending time with extended family across NC in her free time.
If you could have dinner with anyone (dead or alive), who would it be?
Michael Smerconish
Who/what inspires you?
My little sister inspires me - so profoundly, it’s hard to explain. Knowingly or not, every aspect of her life is guided by this mantra: “Act as if what you do makes a difference. IT DOES.” - William James
Christopher Reid
Client Service Representative
- Bachelor of Science in Finance and Mathematical Economics from The University of Alabama
- Series 7
- Series 66
- Life and Health Insurance
- Long-Term Care Professional (LTCP) Designation
Professional Background
Christopher joined Luca Partners in April 2022 after spending several years in technology doing advanced data analytics and reporting. Before his professional business career, Christopher was an Olympic swimmer for 8 years. He currently focuses on investment operations and building long-term relationships with clients by serving them with the best possible experience.
About Me
Christopher and his wife, Katrina, enjoy getting away and spending their time at Disney World. Whenever they have a chance, you can find them in The Most Magical Place On Earth. Together, Christopher and Katrina have a pug, Pixie, who runs the house. Christopher enjoys drawing, reading, fishing, and swimming.
If you could only eat one food item for the rest of your life, what would it be?
Cheez-It’s
If you could have dinner with anyone (dead or alive), who would it be?
Isaac Newton
Lauren Sasser
Associate Financial Representative
Bachelor of Science in Family Consumer Science from Meredith College
Life/Health Insurance Licenses
Professional Background
Lauren started working with Northwestern Mutual in June 2014 and has worked in various areas within the company. As an Associate Financial Representative, her primary focus is with new insurance business.
About me
In her spare time, Lauren enjoys spending time with her husband Grant and their twin boys, traveling to new places, and soaking up the sun at the NC coast.
Do you have a hidden/secret talent?
I love designing and crafting floral arrangements. It’s my creative outlet.
If you could only eat one food item for the rest of your life, what would it be?
Chips & Salsa!
Emily Witzenman
Associate Financial Representative
- Bachelor of Science in Business Administration from the University of North Carolina at Wilmington
- Life/Disability/Long Term Care Insurance Licenses
Professional Background
Emily has worked with Northwestern Mutual since 2001. She specializes in client relations and connects with clients to schedule appointments, assists in the servicing of existing insurance accounts, and works with new insurance business.
About Me
Away from the office, she enjoys spending time with her husband, Matt and two very energetic daughters, Kora Beth and Anna Scott.
I've always wanted to learn how to play the piano.
If you could have dinner with anyone (dead or alive), who would it be?
My family
Kevin Zegel
Investment Associate
- Bachelor of Science in Business Administration with a concentration in Finance from the University of North Carolina Wilmington
- FINRA Series 7 and 63
Professional Background
Kevin joined Luca Partners in June 2021 as an Investment Associate. In his role, he focuses mainly on trading, portfolio analysis, and investment research. Prior to coming to Northwestern Mutual, Kevin spent two years working at Baystate Financial in Boston, Massachusetts where he provided investment product support. He graduated with a degree in Finance from UNC Wilmington in 2018, where he was a member of the Cameron Executive Network and led the Seahawk Investment Management, LLC for a semester.
About Me
Kevin grew up in the North Shore region of Massachusetts. After graduating high school, he moved to North Carolina to attend UNC Wilmington. He enjoys outdoor activities such as skiing, surfing, biking, hiking and more. He and his girlfriend Jenna have two dogs, Duncan and Bowie, who they spend most of their free time with outdoors. They also enjoy growing their own vegetables and cooking, especially grilling and smoking meat.
Dream vacation location? The Canadian Rockies in the summer for hiking/camping or in the winter for skiing
If you could only eat one food item for the rest of your life, what would it be? Bacon