My Team

I take client relations 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 or request any other service, please let us know. We will respond promptly.

 
Jon Davis

Jon Davis

Chief Communications Officer
Office 614-221-5287
Mobile 740-314-9704

Jon partnered with Cody Beatty and Kevin Drewyor in August 2019 as an Associate Financial Advisor. While continuing to run a financial panning practice and meeting with clients himself, Jon is in charge of communications for all of our clients. Jon Graduated from The Ohio State University with a BSBA in Economics from the Fisher College of Business in Dec. 2018. During his last year of school, Jon was an intern with NM Columbus.  He currently holds Series 6, Series 63, and Ohio Life and Health Insurance licenses, and is working towards Certified Financial Planner designation. 

Outside of the office, Jon spends his time golfing, playing guitar, and adding to his watch collection. 
 

Reach out to Jon if you need to schedule a meeting with Kevin or Cody. 

 

Jami R Potts

Administrative Assistant
Office 614-222-6043

Jami has been on our team with Northwestern Mutual for nearly 5 years.  Before us she gained years of valuable tax experience while working at H&R Block.  She specializes in process and service oriented tasks by making sure that all applications, transactions, planning analyses and deliveries run smoothly.  In her freetime she enjoys reading, watching movies, and spending time with her grandchildren.

 

Cody J Beatty

Financial Representative

 

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