W Brian Drake, CRPS

Retirement Planning Specialist

  • Office 317-215-8324
  • Office 888-320-4015

My Team

As a Financial Representative for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. I don't do it alone. Here you will find a listing of the people who help make it happen.

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

 
Carrie Coulter

Carrie Coulter

Office Manager
Office 317-238-6500

Carrie joined the team in 2015.  She has a background in education, sales and customer service. She earned her degree in Elementary Education from Judson University in Illinois.

Her responsibilities include:

  • Scheduling client appointments
  • Overseeing office administration and systems

On a personal note, Carrie lives in Indianapolis with her three children, AJ, Dean and Elise.  In her spare time, she runs her own business, spends time with her family and enjoys traveling.

 
Kim A Smith

Kim A Smith

Financial Representative Assistant
Office 317-215-8320

Kim joined the team in 2011.  She has more than 20 years’ experience specializing in qualified retirement plan administration as an analyst and officer of a major bank in its trust department.

Her responsibilities include:

  • Service to large plan clients
  • Special projects

On a personal note, Kim lives in Indianapolis with her husband, Jack, and their son, Jacob.  In her spare time, she volunteers at her son’s school and attending his various sporting events.

 

 
Kristen M Causey

Kristen M Causey

Financial Representative Assistant
Office 317-238-6500

Kristen joined the team in 2012.  She has a background in customer service and management and studied Public Relations at Ball State University.

Her responsibilities include:

  • Service to small plan clients
  • Fielding participant inquiries
  • Onboarding of new plan clients

On a personal note, Kristen lives in Indianapolis with her husband, Danny.  In her spare time, she enjoys travelling and outdoor activities with their two beagles.

 

 
 

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