My Team
Since Travis joined Northwestern Mutual 8 years ago, his practice has grown to have over 450 clients. He's been able to learn from each and every one. Travis works with Ashley, who handles all the financial plan preparation as well as client on-boarding and scheduling, and Betty, whose focus is on the investments and insurance underwriting, as well as client relations. They are proud to serve their clients together!
Elizabeth C Lee
Betty joined Northwestern in the Fall of 2017. She graduated from UNC-Chapel Hill double-majoring in Biology and Art History. Betty specializes in Client Relations and Investment & Insurance Operations. She holds her FINRA 6, 7, & 63 registrations, as well as Massachusetts Life and Health insurance licenses.
In her spare time, Betty enjoys travel, food/cuisine exploration, good books, and bothering her kids. She and her husband, Arnold, are Southern transplants, but count Boston as their true home.
Ashley L White
Ashley joined Northwestern Mutual in 2014 and is now the financial planning coordinator. She attended University of Salem State, Salem, MA. Ashley enjoys travel, exercise and spending time with family.