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


Physicians Nationwide

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 D Crabb

Leigh Ann D 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.  She resides in Smyrna, GA with her husband and three young 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 does website updates.
  • Prepares analysis before meetings and updates client analysis after meetings, when new information is given.  Enters information from existing (outside) statements into our analysis system. 
  • 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

Associate Financial Representative

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 Buckhead.  You can reach him directly at: 770-612-4662

Director of Operations

  • Prepares and processes necessary paperwork for brokerage and advisory account opening.  Submits paperwork to open new accounts along with preparing transfer paperwork to bring other account balances to Northwestern Mutual Investment Services.  

  • 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.

  • Schedules client meetings for Annual Reviews and policy delivery.

  • Processes checks received for investment accounts, annuities, and other payments received.

  • Assist clients as needed by phone or email with other service related issues or needs.  

 
Rachel Bevin Waldron

Rachel Bevin Waldron

Administrative Assistant
Office 770-955-6611

Rachel Waldron is a new member of our team, joining in the summer of 2018. She is a 2013 and 2014 graduate of Georgia College and State University, where she earned a B.S. in Mathematics and a Masters in the Art of Teaching. She is a native to Atlanta and resides in Buckhead 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.

  • Handle correspondence and maintain client case files.
  • Maintain current client information for all products.
  • Schedules client meetings for Annual Reviews, policy delivery, and follow-up meetings with Wendy.
  • Assist clients as needed by phone or email with other service related issues or needs.  
  • Prepare policies for delivery.
  • Review insurance applications, conversions, and policy changes for completeness and accuracy.
  • Process incoming non-securities related insurance service requests from clients (process address changes, bank change information, loan requests, and ISA service inquiries).
 
 

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