Management Team

The success of our group can be directly attributed to the high quality of leadership and the strength of our team. Our goal is to ensure the continued success of our financial representatives by providing the proper guidance and support to help them experience both personal and professional growth.

 
 Richard Worrell Jr

Richard Worrell Jr

Managing Partner
richard.worrell@nm.com
Office 704-365-2014 ext 4228

My Networks: LinkedIn

Richard grew up in Charlotte, and attended the University of North Carolina-Chapel Hill where he received a bachelor’s degree in business administration.  Prior to joining Northwestern Mutual in 1997 Richard served in the United States Marine Corps as an Intelligence Analyst. Richard is the youngest recipient in Northwestern Mutual history of the Master Agent Achievement Award, a lifetime member of the Million Dollar Roundtable and qualified for the Northwestern Forum for 12 consecutive years, more than any other Managing Partner.  He has been a guest speaker at 15 Annual and Southern Regional meetings and at over 20 of the network offices around the country.  Richard served as Managing Director from 2002 until 2012 at which time he was appointed as the Managing Partner of the Charlotte Network Office. He is actively involved as a community volunteer in Charlotte with Easter Seals/UCP and in 2010 he received the Northwestern Mutual Community Impact Award. In 2011 he was selected as the Northwestern Mutual Exceptional Volunteer for Community Involvement. He and his wife Alanna were the Easter Seals Outstanding Volunteer Family of the Year in 2009 and 2013. Richard is passionate about helping veterans transition to the civilian world, and currently serves on the board of the Charlotte Bridge Home. He is a recipient of the Charlotte Business Journal’s 40 Under 40 Award and a member of the Charlotte Estate Planning Council.  Richard resides in Charlotte with his wife, Dr. Alanna Worrell and their sons, Richard III and Harris.

Northwestern Mutual in Charlotte
704-365-2014
6235 Morrison Blvd
Charlotte, NC 28211-3508
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 John Haywood Dunn

John Haywood Dunn

Chief Development Officer
Office 704-365-2014

My Networks: LinkedIn

John is native of Charlotte, NC and serves as the Executive Director of Recruiting for the Worrell Network Office.  John began his career with Northwestern Mutual in 2012 after holding several leadership positions in talent acquisition and executive search in the Carolinas.

Over the past 5 years, John has been personally responsibility for building out our new financial representative and internship platforms for the network office. In addition to his responsibilities in recruiting, John is a top producing Financial Representative at the firm, co-managing a book of business with Managing Partner, Richard Worrell. He has attended FasTrack Academy at the home office and holds his Series 6 and 63 licenses.

John is 1996 graduate of Presbyterian College and has been married to his wife Zelle for 9 years. They have  two wonderful children: a son Jack and a daughter Lucy. John is active in the community having served on committees for the First Tee of Charlotte, Crisis Assistance, Family Promise and the Urban Ministry among others. John is a member of Myers Park Presbyterian Church where he has served on the Hospitality Committee and as a counselor at the Vacation Church Camp. In his spare time, John enjoys spending time with his family, reading, playing golf, and is a big fan of UNC athletics.

Northwestern Mutual in Charlotte
704-365-2014
6235 Morrison Blvd
Charlotte, NC 28211-3508
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 Michael Jason Dolberg

Michael Jason Dolberg, CLU®, ChFC®, CASL®

Managing Director
Office 843-277-3199

My Networks: LinkedIn

Mike is a Wealth Management Advisor as well as the Managing Director for the coastal South Carolina Agency of Northwestern Mutual. He began his career with them in 2004 and quickly became one of the youngest people in the company’s 150+ year history to be appointed as Managing Director at the age of 25 in November of 2005. Mike is a Million Dollar Round Table qualifying member in 2008 and 2010-2015. MDRT is one of the premier worldwide organizations within financial services, which less than 1% of advisors qualify for. In addition, Mike has qualified for the Northwestern Mutual Forum as well as Lives Leaders’ Summit multiple times. He holds designations as a Chartered Life Underwriter (CLU®), Chartered Advisor for Senior Living (CASL®), and Chartered Financial Consultant (ChFC®). Mike and his team specialize in helping physicians and business owners reach financial independence by developing a streamlined strategic plan unique to each individual, family, business, or medical practice.

Mike attended the University of South Carolina at Columbia where he studied finance and marketing.

Mike and his wife, Kristen, were married in May of 2012. They reside in Mount Pleasant, SC with their son, Benjamin. He serves the community as a board member for the Medical University of South Carolina children's hospital board as well as the South Carolina Special Olympics. He and his wife are also actively involved with the March of Dimes, Red Cross, and several other charities across the Lowcountry.

Northwestern Mutual in Charleston
843-579-0018
40 Calhoun St Ste 240
Charleston, SC 29401-3500
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 Chad Dowdy

Chad Dowdy, CFP®, ChFC®, CLU®, CLTC®

Managing Director
Office 803-254-0133

My Networks: LinkedIn Facebook

Chad Dowdy started with Northwestern Mutual as college intern in November of 2002.  In 2003, he was featured in Time Magazine as the company’s top intern in the South.  He became a College Unit Director in 2005, and later went on to become the youngest Managing Director in 2007 in the network office. He runs a successful Wealth Management practice, holds his CFP, CLU, CHFC, and CLTC and has been a qualifying member of MDRT every year since 2010.

Chad resides in Columbia, SC with his wife, Lauren and two children, Charlie and Kate. He is a proud alumni and supporter of the University of South Carolina and serves as a board member for the Boys & Girls Club of the Midlands.

Northwestern Mutual in Columbia
803-254-0133
1901 Bull St
Columbia, SC 29201-2507
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 John B Tripoli

John B Tripoli, MBA, CLU®, CFP®

Managing Director
Office 864-232-2881

My Networks: LinkedIn

John is originally from Detroit, Michigan and is a University of Kansas graduate. He began his career with Northwestern Mutual in Greenville, South Carolina as a career changer in 2004 and has served as a CUD, RFD and was appointed Managing Director in 2010.  In 2015, his office of 32 advisors/representatives, 20 interns, and 45 associate produced $5.0 million of premium.

John’s personal achievements include achieving MDRT his first year in the business and every year since, being a Repeat Lives Summit Qualifier, writing 100+ lives during his first 10 years in the business, and personally recruiting and helping more than 60 new representatives start their careers.

John is very active in his community. He currently serves on the Greenville Estate Planning Council (Treasurer), the United Way Tocqueville (Chair), and is a Heart Ball Executive Committee Member for the American Heart Association. In 2014, John was awarded the Community Service Award by the Northwestern Mutual Foundation for his work with the Center for Developmental Services.

John and his wife Kelli have been married for 21 years. Together they have two beautiful children: Sofia and William.

Northwestern Mutual in Greenville
864-232-2881
501 E McBee Ave Ste 101
Greenville, SC 29601-2924
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 J W Ward IV

J W Ward IV

Managing Director
Office 336-245-5572

My Networks: LinkedIn

Jay Ward joined Northwestern Mutual in 1996 after graduating from Wake Forest University.  Jay has held the leadership roles of College Unit Director, Recruiting Field Director, and became the Managing Director of the Winston-Salem office in 2012.  Jay is a 2015 lifetime member of MDRT and has achieved membership every year since 2006.  Jay is married to Kimberly and has two children, Gracie and Jack.

Northwestern Mutual in Winston Salem
336-725-0159
290 Charlois Blvd
Winston Salem, NC 27103-1508
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 F Chrys Kanos

F Chrys Kanos, CLU®, ChFC®, CASL®, CLTC®

Managing Director
Office 704-442-4494

My Networks: LinkedIn Facebook Twitter

Chrys Kanos began his career with Northwestern Mutual in 2006, while in school at the University of South Carolina. He resides in Charlotte, NC with his fiancée, McKensie. In 2014, Chrys was appointed as a Managing Director. He has been a qualifying member of MDRT since 2012 and in 2016 became one of the Charlotte Business Journal’s 40 under 40 honorees.

Northwestern Mutual in Charlotte
704-365-2014
6235 Morrison Blvd
Charlotte, NC 28211-3508
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 Denny Fulk

Denny Fulk

Managing Director
Office 704-442-4507

My Networks: LinkedIn Facebook

Denny is originally from Knoxville, Tennessee and is a graduate of James Madison University where he was a four-year starter and two-year Captain on the Men’s Soccer Team.  He began his career with Northwestern Mutual in May of 2011 and has written 100+ lives every year since, and achieved MDRT level production in his second year in the business.  In June of 2015 was appointed Managing Director as he has a passion for helping others explore the financial services industry and great opportunity that Northwestern Mutual offers prospective representatives/advisors.

Denny was lucky enough to meet his wife Lauren at James Madison and they have two children, daughter Avery and son Dylan.

Northwestern Mutual in Charlotte
704-365-2014
6235 Morrison Blvd
Charlotte, NC 28211-3508
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 Sean Michael Williams

Sean Michael Williams, CLU®, MBA

Managing Director
Office 704-494-8065

My Networks: LinkedIn

Sean is originally from Fort Myers, FL. He received a bachelor’s degree and a Master’s in Business Administration from the University of Florida. Upon completing undergraduate education, Sean joined the United States Marine Corps as an amphibious platoon commander with the 3rd Assault Amphibian Battalion in Camp Pendleton, California, where he served for 7 years before getting out as a captain. He began his career with Northwestern Mutual in Tampa, FL and was recognized as new representatives of the year and Top 10 in the South. In 2016, he transitioned his practice to Charlotte to be closer to his wife’s family. He was again named top representatives of the year for his category and Top 10 in the South. Sean was appointed managing director of the North Charlotte District in January of 2017.

Sean and his wife Katie have been married for 7 years and have two children, Graham and Caroline.

Northwestern Mutual in North Charlotte
704-494-8071
9115 Harris Corners Pkwy Ste 400
Charlotte, NC 28269-3706
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 Mary R Holdorf

Mary R Holdorf

Chief Growth Officer
mary.holdorf@nm.com
Office 704-365-2014

Mary is a native of Latrobe, Pennsylvania and attended the University of Pittsburgh.  She began her career with Northwestern Mutual in 1988 in Greensburg, PA and relocated to the Worrell Network Office in Charlotte, North Carolina in 2006.   Mary and her husband, John reside in Charlotte and enjoy golfing, traveling and spending time with their three children and granddaughter.

Northwestern Mutual in Charlotte
704-365-2014
6235 Morrison Blvd
Charlotte, NC 28211-3508
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Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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