Team Members

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 317-238-6500

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

Her responsibilities include:

  • Scheduling client appointments
  • Overseeing office administration and systems

On a personal note, Carrie has three children, AJ, Dean and Elise.  In her spare time, she is active in her church and community.  She also enjoys traveling.

 
Kristen M Causey

Kristen M Causey

Mobile 317-215-8338

Kristen joined the team in 2012.  She has a background in customer service and management and graduated from Ball State University with a degree in Public Relations.

Her responsibilities include:

  • Fulfillment of plan sponsor service commitments
  • 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.

 

 
Kim A Smith

Kim A Smith

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:

  • Fulfillment of plan sponsor service commitments

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.

 

 
Regina Drake

Regina Drake

Administrative Assistant
Office 317-215-8320

Regina joined the team in 2018. She has a background in education and studed Early Childhood Education at Ivy Tech.

Her responsibilitites include:

  • Office Operations
  • Assisting Retirement Plan Service Representatives

On a personal note, Regina lives in Whiteland with her husband Brandon, daughter Lilly and their dog, Buster. In her spare time she loves to travel and doing crafts with her daughter Lilly.

 

W Brian Drake, CRPS®

Retirement Planning Specialist

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

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