My Team

As a Wealth Management Advisor of the Northwestern Mutual Wealth Management Company, I am committed to helping the financial success of my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone, I work with like minded professionals dedicated to their professional industry growth and our clients.

Together, we stand committed to providing the best client experience possible. If you have a problem or need assistance at any time, please let us know.


 
Sam Byrum

Sam Byrum, MBA, CFP®

Director of Planning
Fax 919-755-3214

Sam has been with Northwestern Mutual since 2011. He works closely with clients throughout the financial planning process and plays an integral part in helping manage client portfolios.

 

Sam graduated from the University of North Carolina at Greensboro with a B.S. in Marketing and received his MBA with a concentration in Finance from East Carolina University. Sam is a CERTIFIED FINANCIAL PLANNER™ professional.

 

Sam and his wife, Lindsay, live in Raleigh with their three children, Cole, Olivia and Charlotte, and their goldendoodle, Ellie. He enjoys spending time with his family at the beach, playing golf, and listening to music.

 
Lori I Taylor

Lori I Taylor

Director of Client Relations
Office 919-706-1575

Lori has been with Northwestern Mutual since 2015 and joined Altius Wealth in 2019 as an Associate Financial Representative. She connects with clients to schedule appointments, assists in the servicing of existing accounts and works with new business. 

Lori graduated from the University of North Carolina at Greensboro.

Lori and her husband, Eric, live in Raleigh with their little boy, Finn, sweet daughter, Daisy, and their german shepherd rescue, Ophelia. In her free time, Lori enjoys acting in the local theatre community, singing and playing music with her husband and hiking.  

Lori holds her Life and Health and Long-Term Care Licenses.

 
Megan A Moore

Megan A Moore

Investment Services Manager
Office 919-755-3254

Megan began her career with Altius Wealth in September 2019, as an Associate Wealth Management Advisor, and has been working in the financial services industry since 2007.  Megan’s focus on the team is to assist with creating and developing financial plans for individual clients and their families, secondarily working with the retirement plan administrators and their employees servicing their retirement plan needs.

Megan graduated from North Carolina State University with a B.S. in Business Finance.  She currently holds her Series 7, Series 66 and Life and Health Insurance licenses. 

Megan and her husband, Jeff, live in Raleigh where she was born and raised.  She enjoys reading, spending time with her twin sister, family and friends.  On her free weekends, she loves to head out of town to the Crystal Coast beaches.

 
Daniela A Prodanova

Daniela A Prodanova, CFA®, CFP®

Danny was born in Bulgaria and moved to San Diego to attend Alliant International University. After two years, she transferred to John Cabot University located in beautiful Rome, Italy where she earned an undergraduate Business degree. Danny fell in love with investing and completed a Master of Finance degree at Tulane University in New Orleans. For the past 15 years, she was a member of a boutique wealth management firm building and implementing portfolios, as well as working directly with clients. 

Danny obtained the Chartered Financial Analyst (CFA) designation in 2010 and the Certified Financial Planner (CFP ®) designation in 2019. She is a Former President of CFA Society Louisiana, and was a Mentor for Rock the Street, Wall Street – a financial literacy program for girls.

Danny and her spouse recently relocated from New Orleans with their son Sebastian and their miniature schnauzer Juju. Danny enjoys live music, cheering for the New Orleans Saints, and now hiking.

 
Nathan Walters

Nathan Walters

Wealth Management Associate
Mobile 919-695-5059

Nathan joined Altius Wealth in January of 2021 as an Associate Wealth Management Advisor. Nathan started his career in the financial services industry in 2015 in south Louisiana after graduating from East Carolina University with an B.S. in Finance. Nathan works side by side with Sam in creating and implementing financial plans for clients and their families.

Nathan currently holds his Series 7 and Series 66 licenses and has obtained the Accredited Portfolio Management Advisor designation.

Nathan and his wife, Karleen, were married in October 2021 and live in Sanford with their German Shorthaired Pointer, Bailey. They enjoy backpacking, hunting, and fishing in the great outdoors.

 

 

 
Altius Wealth

Jennifer B. Torrey, CFP®, CLU®, RICP®
Wealth Management Advisor


Altius Wealth

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.