Plancentric Financial Group - Northwestern Mutual

10/16/2026

Financial planning covers a lot, but it comes down to your goals and your peace of mind. We can help you build around what matters most. This Financial Planning Month, let’s get started.

10/15/2026

72% of Americans say couples should discuss finances before marriage or moving in together. Ready to build shared financial goals? Schedule a conversation with us today.

What financial compatibility really means—and how to talk about it.

10/14/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=000281

10/13/2026

Meet Sherry Boughman!
With more than 40 years of experience in the financial services industry, Sherry brings a wealth of knowledge, leadership, and passion to our team. As the leader of our Insurance Services department, she plays a vital role in helping both clients and colleagues navigate the complexities of risk management while fostering the growth and development of those around her.
Since beginning her career in 1982, Sherry has built an impressive background spanning client service, training, and advisor development. Her extensive industry expertise, combined with licenses in Life & Health, Series 6 & 63, and Long-Term Care, makes her an invaluable resource for our team and the clients we serve. What Sherry enjoys most about her role is mentoring others. She loves working with a team that is eager to learn and grow, and she takes pride in helping the next generation of professionals build successful careers.
Outside of the office, Sherry and her husband, Steve, call McAdenville, North Carolina, home. Known as "Christmas Town, USA," it's a community they've proudly been part of for the past 11 years. Looking ahead, Sherry is excited for retirement and the opportunity to spend more time with her family, including her children and grandchildren, while enjoying the next chapter of life. When she’s not working, you can often find Sherry in the mountains, at the beach, or cheering on the Carolina Panthers and Tar Heels. One of her favorite memories remains her honeymoon with Steve, where they enjoyed a Royal Caribbean cruise full of beautiful beaches and unforgettable sights. Sherry is especially proud of the career she has built, the relationships she has formed throughout the years, and the family she and Steve have raised. We are grateful for the expertise, dedication, and positive impact she brings to our firm every day!

10/12/2026

Last week, our CEO, Ryan Saunders, joined the Northwestern Mutual Alabama network office to share the Plancentric Financial Group story, including the lessons, challenges, and opportunities that have shaped our firm's growth.
Thank you to Managing Partner Chrys Kanos for the opportunity to connect with such a thoughtful and engaged group of financial advisors. Conversations like these reinforce the value of sharing ideas and learning from one another as we work to better serve clients and grow our businesses.

10/09/2026

We’re fortunate to have quite a few Tar Heel alumni, fans, and current students on our team, and last weekend they had the opportunity to come together for the UNC–Notre Dame game. While the weather didn’t quite cooperate and the final score wasn’t what we had hoped for, the chance to connect outside the office made it a memorable day. Experiences like these strengthen the relationships that help make our team successful, and we're grateful for the opportunity to share traditions and enjoy time together outside the office!

10/08/2026

Meet Eva Kapoor!
Eva has been a part of our firm for six years and leads our growing Investment Operations team, which includes providing oversight and guidance on account openings, investment analysis for client meetings, and account trading. She supports the team in managing client requests, such as distributions and deposits. Currently, she’s primarily focused on team leadership, investment-related service calls like rollovers, and more complex investment analysis. Eva enjoys that she gets to help others-whether it’s guiding clients through transitioning their assets or assisting with distributions. She finds it incredibly rewarding to see her team members grow in their roles and build confidence. Eva graduated summa cm laude from Kenyon College in 2019 with a degree in Classics (Latin and Ancient Greek). While there, she was elected to Phi Beta Kappa, the nation’s oldest academic honor society. She obtained her Series 7 license in 2020, earned her CFP® designation in 2023, and completed her RICP® designation in 2025. One of her proudest accomplishments is her CFP® designation – “I didn’t come from a financial industry background, so everything was completely new to me. With determination, grit, and the support of my now husband cheering me on, I passed the 6-hour certification exam. It is the only exam where I cried tears of joy afterwards.” We are also incredibly proud of her for this accomplishment!
Outside of the office, 2026 has been an especially exciting year for Eva. She married her husband, Dhiren, after seven years together, and as Eva jokes, “It was about time.” She’s also become a Penn State fan by marriage and makes an annual trip with Dhiren to Happy Valley for the White Out game with friends. At home, Eva loves exploring Charlotte’s restaurant scene and experimenting in her own kitchen. Her current obsession is homemade ice cream, and she says she’s officially ruined store-bought strawberry ice cream for herself. Our entire team looks forward to Eva testing new recipes because the extras come into the office with her!
A spotlight on Eva wouldn’t be complete without mentioning her dogs. Pippin is her Chihuahua–terrier mix, who they adopted in 2020 and just turned 6. When they realized he seemed bored, they finally got him a brother last year: Nibbz, who just turned 1 in April. Nibbz is a poodle-pom mix. Eva and her husband often laugh that they couldn’t have picked two more opposite dogs. Pippin is a sun-loving, anxiety-prone little guy and an extremely picky eater. Nibbz, on the other hand, thrives in the shade, loves to wreak havoc, lives completely carefree, and would probably eat rocks if they let him.
We’re grateful to have Eva’s leadership, expertise, and personality on our team!

10/06/2026

Please join us in wishing a happy birthday to Carole Martin!

10/06/2026

Inflation remains sticky and consumers continue to spend. Here’s what the latest data may mean for investors and why a diversified plan can help navigate uncertainty. https://www.northwesternmutual.com/life-and-money/market-outlook-inflation-interest-rates-and-economic-growth-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=market-outlook-inflation&agentid=000281

10/05/2026

Financial well-being is about more than finances alone. That’s why we value opportunities to bring our clients educational experiences that touch all aspects of their lives. Last week, our Asheville-area clients joined us for an insightful seminar on brain health, where we learned about steps we can take today to support cognitive health as we age and potentially reduce the lifestyle and financial impacts of cognitive decline in the future. Thank you to our friends at Hartford Funds for helping us bring this timely and important conversation to our clients!