My Team

I take customer service very seriously, and so does my staff. Together, we are committed to providing exceptional customer service to the best of our ability.  If you need to schedule an appointment, make changes to your policy, submit a claim, or request any other service, please let us know and we will respond promptly.

 
Leigh-Ann Crabb

Leigh-Ann Crabb

Director of Marketing and Communications

Leigh-Ann Crabb has been a member of our team since 2003 and works part-time from home. She is a 2003 graduate of Lander University, where she earned a B.S. in Business Administration with an emphasis on Finance and Economics. Leigh-Ann resides in Kennesaw with her husband and three children. You can reach her best by email, which is listed above.

Director of Marketing and Communications

  • Prepares marketing materials for clients, updates social media accounts, and completes website updates. 
  • Provides administrative leadership for the team.
  • Emails new and existing clients.  Sends review letters and various documents via email. 
  • Communicates with home office on all technical questions and changes.

 

 
Chris W Phillips

Chris W Phillips, FLMI

Associate Financial Representative
Office 770-612-4662

Chris Phillips joined our team in March of 2014, bringing 20 plus years of experience within the insurance industry. Chris holds a B.B.A. in Management from Georgia State University. He is native to Atlanta and resides in East Cobb. You can reach him directly at: 770-612-4662

Director of Operations

  • Opens new investment accounts and prepares transfer paperwork to bring other account balances to Northwestern Mutual Investment Services.  
  • Processes and monitors funding of investment accounts and asset transfers to ensure selected asset allocation is implemented.
  • Accepts and processes redemption/withdrawal requests from clients .
  • Works closely with underwriters and clients to obtain information for the approval on life, disability, annuity, and long-term care applications. This may also include calls to specialists, such as our Advanced Planning Attorneys, to gather the information required for Wendy and the client to make a final decision.
  • Assists clients as needed by phone or email with other investment or insurance related issues or needs.  
 
Rachel Waldron

Rachel Waldron

Associate Financial Representative
Office 770-612-4661

Rachel Waldron joined our team in the summer of 2018. She is a 2013 and 2014 graduate of Georgia College and State University, where she earned a Bachelor’s of Science in Mathematics and a Masters in the Art of Teaching. She is a native to Atlanta and resides in Decatur with her dog, Sawyer. You can reach her best by email, which is listed above, but you can also reach her directly at: 770-612-4661.

Associate Financial Representative

  • Processes insurance applications, conversions, and policy changes as well as reviews them for completeness and accuracy.
  • Processes investment account opening paperwork.
  • Processes incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests, and ISA service inquiries).
  • Handles correspondence and maintain client case files.
  • Maintains current client information for all products.
  • Schedules client meetings for Annual Reviews, policy delivery, and follow-up meetings with Wendy.
  • Assists clients as needed by phone or email with other service related issues or needs.  
 

Wendy Ann Thompson, CFP®, RICP®, CLU®, ChFC®, CASL®
Wealth Management Advisor


Physicians Nationwide

 

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