Retirement Plan Specialist
Northwestern Mutual Financial Network
Clay obtained his Bachelor of Science from the nation’s #1 ranked school of Industrial and Systems Engineering at the Georgia Institute of Technology. He joined the Northwestern system under the Goodwin, Wright agency in 2005. While his practice has focused on Retirement Plans for some time, Clay was formally announced as Goodwin, Wright’s Retirement Plan Specialist in 2008. He has since led this agency to the top 5 in Retirement Plan production for Northwestern Mutual agencies nationwide. Prior to his experience at Northwestern Mutual, Clay spent five years in the Business Consulting arena with Manhattan Associates and MARC Global.
rian Munn, CFP®, AIF®
Vice President, Investment Only Sales
American Century Investments®
Brian is part of the defined contribution investment only sales team dedicated to working with retirement advisors, platform wholesalers and TPAs providing tools and products that enable them to increase business and market share. He came from Natixis Global Asset Management where he was DCIO sales director for the Eastern Division. Prior to that role, he was the director of business development for the Principal Financial Group. Brian holds several designations including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Certified Retirement Services Professional (CRSP®) and Chartered Retirement Planning Counselor (CRPC®). He is series 6, 7 and 63 licensed. He is a graduate of the University of North Carolina at Chapel Hill.