Our Team

David is a 25+ veteran of Northwestern Mutual and a CERTIFIED FINANCIAL PLANNER™ professional. David works with families to help them prepare for retirement by creating a comprehensive plan to organize their financial life and build confidence in accomplishing their specific goals and dreams. He also serves as Managing Director to the Nashville office. David is a Wealth Management Advisor, and in addition to the CERTIFIED FINANCIAL PLANNER™ (CFP^®) professional certification, he holds the Chartered Life Underwriter (CLU^®) and Retirement Income Certified Professional (RICP^®) designations. David graduated from Belmont University in Nashville on a basketball scholarship with a B.S. in Marketing. He and his wife, Rachel, live in Brentwood, TN with their five kids, Dawson, Luke, Lucy James, Nate and Isaiah.

Matt realized early on in his working life he had a heart for people and planning and started searching for a career that matched his goals.  Recently married to Julie in 2001, He was given an inside view to the business of financial planning.  Julie’s brother and dad both worked at Northwestern Mutual. At Northwestern, Matt found a career that freed inside him the ability to care for people and build lasting relationships helping clients provide security to their families.  Matt’s heart for relationship and expertise over the last 20 years has positioned him to help clients reach their ideal future. Matt works mostly with clients near or in retirement, business owners and professionals that desire personal financial planning. 

Matt graduated from Samford University with a degree in Business Administration. In addition to working as a Retirement Income Certified Professional (RICP^®), Matt holds his Series 6, Series 7, Series 63, Series 65 and his life and health insurance license. Matt and his wife Julie live with their three children in Brentwood, TN.

Matt Self grew up in Green Hills and graduated from Hillsboro High School in 1999. Matt earned his Bachelor of Arts in Government from Harvard University, where he played four years of varsity baseball.

He and his wife, Ali, live in Brentwood, TN with their children.

Matt Self is an active volunteer leader in the Nashville community. Matt serves as the immediate past Chair of the Board of the Mental Health Association of Middle Tennessee and is a member of the Harvard Club of Middle Tennessee, the Middle Tennessee Chapter of the Financial Planning Association, and Class 50 of the Young Leaders Council.  He and his team support United Way of Metropolitan Nashville, Renewal House, Autism Speaks, Goodwill, Rising Above Ministries, Young Lives, Alex's Lemonade Stand Foundation and Church of the Redeemer.

Ashley and David have worked together since 1994. She focuses on client relationships, client asset management and risk management services. Ashley is an Associate Wealth Management Advisor, is fully licensed, and has the FLMI and RICP® designations.

Valerie is a Nashville native, born and raised. She graduated from the University of Tennessee with a bachelor’s degree in Business Administration. She has worked with Matt at Northwestern Mutual since 2012 but has been in the Financial Industry since 1998. Valerie assists in every aspect of the business from day-to-day operations to direct communications with clients on any investment or insurance service need. She holds her Life & Health Insurance licenses.

Rachel is originally from Wisconsin and relocated to Nashville in 2015 after obtaining her Bachelors of Science in Psychology from The University of Wisconsin – La Crosse. She has been working with Matt as his Associate Financial Representative, and also as an operations staff member since 2017.. Rachel specializes in day-to-day operations, client communication, and risk management and investment services. Rachel has obtained her life and health licenses.