Mark E Boddy, CFP®, CLU®, ChFC®, RICP®, CLTC

Wealth Management Advisor

Staff

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, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

 
Ashley A Allen

Ashley A Allen

Office 804-346-5466

Ashley began working for Mark in October 2001 after relocating from Charlottesville, Virginia and holds her Life, Health and Annuity License.

Ashley provides administrative support for Mark’s insurance business, including paperwork and client service requests.  Ashley enjoys traveling, photography and spending time with family and friends.

How can Ashley help you?

  • Insurance policy changes and servicing
  • Insurance policy loans and billing
  • Provide in-force ledgers
  • Provide information regarding term conversions
  • Provide consolidated investment account and policy reports
 
David M Friedman

David M Friedman

Associate Wealth Management Advisor
Office 804-346-5466

Dave graduated from Hampden Sydney College in May of 2001 with a BA in Economics. He started at Northwestern Mutual in August 2006 and joined Mark’s team in July 2013. Dave is responsible for investment client service and preparing financial plans. He has obtained his FINRA Series 7 & 63 securities licenses as well as his Life, Health and Annuity license.

Dave and his wife Lauren have 2 daughters, Caroline and Charlotte.  Dave enjoys fishing, sports and spending time outside with his family.

How can Dave help you?

  • Prepare and update financial plans
  • Prepare investment proposals
  • Prepare performance reports and investment research
  • Review portfolios and provide market updates
  • Trade and monitor investment accounts
 
 

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