My Team

As a financial advisor for the 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. With the support of a dedicated staff, we stand committed to providing you the best client service possible. If you have a problem or need assistance at any time, please let us know.

 
Rachel E. Smoot

Rachel E. Smoot, CFP®

Director of Operations
Office 410-659-6047

Rachel has been working with Gray since April 2013. Her position is focused on client service and business development. Rachel received her B.S. in political science and economics from Northern Illinois University. After graduating, Rachel and her husband moved from DeKalb Illinois to Maryland. Rachel is a CFP(R) and also has her Maryland life & health licenses and her series 6 & 63 registrations.

 
Gregory T Patchak

Gregory T Patchak, CFP®, RICP®

Office 410-539-0084

Greg has been with Northwestern Mutual since 2010. He is a graduate of Duke University and is currently Series 6, 63, 7, and 66 licensed, and also holds his Maryland Life and Health license. As the Associate Financial Advisor to Gray's practice he helps with the investment planning and implementation for Gray's client’s portfolios.

 
Joann Barber

Joann Barber

Office 410-659-6080
Fax 410-659-6031
 
Bradley J. Nolan

Bradley J. Nolan

Office 410-659-6006
 

Gray Shannahan, CFP®

Wealth Management Advisor

 

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