Our Team
Personal
Bob Hudson spent his formative years in Ohio. After graduating from Miami University in Oxford, Ohio, he then began his CPA career in Cleveland, Ohio before moving to North Carolina with his wife in 1984. He now resides in Greensboro, North Carolina with his wife and two boys. In his spare time, he enjoys playing golf, mountain biking and spending time with his family. Bob has also been the drummer in his band - Behind the Times - for 25 years.
Professional
After a 10 year career as a CPA with a Big Four firm, 13 years as a Senior Financial Executive and 5 years as an entrepreneur, I bring to my clients an abundance of experience as a Wealth Management Advisor at the Northwestern Mutual Wealth Management Company.
Our team will work with you one on one to ensure you feel knowledgeable and prepared when it comes to your retirement goals. Implementing a retirement distribution plan is something few financial advisors do well. Most are very competent at helping clients with accumulation strategies, and a subset of these can design a distribution plan. But implementation requires the experience, systems and tools to calculate which asset to liquidate first, second and third, and why. Within the network of Northwestern Mutual advisors, this is our team’s unique focus.
Here’s how:
- Help you develop various retirement spending plan scenarios
- Build a Base Income to address fixed expenses
- Establish a Cash Reserve to protect your investments during down markets
- Reposition assets for their highest and best use during the distribution and wealth transfer phases
- Create a flexible Investment Plan designed for long term appreciation as well as gifts, variable expenses, and legacy
- Continuously calculate the most effective strategies for distribution using Tax Bracket Management
- Avoid Sequence of Returns Risk using a proven investment harvest strategy
- Create an efficient Income and Distribution Process so that you can worry less
- Understand your developing Legacy desires - the right assets to the right people and places with the right guidance at the right time
- Take advantage of the Financial Strength of Northwestern Mutual and their Open Architecture Investment platforms
It’s been said that 75% of the accidents on Mt. Everest occur on the way down. Let us expertly help you navigate this exciting time of life.
Michael Mahoney CFP®, CLU®, CAP®
Partner and Director of Wealth Management Services
Mike Mahoney has been with our team since 2007. As an Associate Wealth Management Advisor, he is responsible for providing our clients a financial plan for each stage of their life. Mike holds his Series 7 license and holds his CERTIFIED FINANCIAL PLANNER™ Professional & CLU® designations. Mike graduated from Elon University in Elon, NC. Mike lives in Greensboro, NC with his wife and two children, who enjoy traveling, cooking, and spending time as a family.
Mike assists our team with:
- Meeting new clients and managing new business
- Preparing Financial plans
- Conducting insurance and investment reviews
Justin Stewart joined our team in 2021. As an Associate Wealth Management Advisor, he is responsible for helping individuals, families, and businesses realize their financial goals. Justin holds his Series 7 license and has earned his Master's in Business Administration (MBA). Justin graduated from Purdue University in West Lafayette, IN. He lives in Jamestown, NC with his wife and two children, who enjoy the outdoors, traveling, and entertaining.
Justin assists our team with:
- Managing client relationships
- Preparing financial plans & recommendations
- Conducting insurance and investment reviews
- Supporting the team’s operations
Misty joined the Hudson Financial Services team in 2019, but has been part of the Northwestern Mutual family since 2017. She currently maintains her NC Life/Health Insurance and Long Term Care Licenses.
Outside of the office, she enjoys cooking and food exploration, sports, reading, live music and being outdoors. Her greatest passion is spending time and going on adventures with her husband, Brandon and children, Julian and Vera.
Misty assists our team with:
- Working with existing & new clients to administer Life, Disability and Long Term Care Insurance policies
- Creating an exceptional client service experience
- Maintaining effective and personalized relationships with clients
Jacob grew up in Fayetteville, NC playing baseball, fly fishing, and hunting. He went on to play baseball at Southeastern Community College for two more years before transferring to East Carolina University where he obtained a BSBA in Finance. He participated in the Northwestern Mutual Internship Program during his last semester at ECU. After graduation, Jacob joined NM full time as a planning analyst on the Centralized Planning Group in Raleigh. During his time on CPG, he obtained his Series 6 license and gained experience with the new PX planning software. In 2022, he transitioned over to Hudson Financial Services. Jacob likes to spend his free time hunting, fly fishing, golfing, snowboarding, and traveling.
Jacob assists our team with:
- Creating new plans and converting old PPA plans to PX
- Supporting Recommendation and Illustration creation
- Supporting Investments & Insurance new business
Chris Hudson is married to Bob and has been with our team since 2011. With a background in client service and accounting, Chris has been a valuable addition to our team. Chris and Bob live in Greensboro, NC. Chris is an Ohio native, and loves hiking, reading, and travel.
Chris assists our team with:
- Special Event Coordination
- Oversight of Office Operations
Alexander Smingler CFP®, QPFC
Associate Wealth Management Advisor
Alex has been with Hudson Financial Services since October of 2018. Alex is primarily responsible for helping businesses attract and retain employees. Hudson Financial Services helps employers do things for their employees, not too their employees. Alex holds a Series 7 license along with the CERTIFIED FINANCIAL PLANNER™ certification and Qualified Plan Financial Consultant (QPFC) designation.
Alex graduated from UNCG and lives in High Point, NC. Outside of work Alex enjoys golf, running, performing music, reading and being outside with his wife, Emily and their dog, Moose.
Alex assists our team with:
- Qualified retirement plans
- Group Life, Health and Disability Insurance
- Helping families craft their own holistic financial plans
Megan joined the team in 2023. She holds a Bachelor’s of Science degree in Elementary Education from Appalachian State University. Megan enjoys spending time with her two children, Michelle and Cole. She is an active member of her church. Megan enjoys movies, good food, traveling, and spending time with her family and friends.
Megan assists our team with:
- Scheduling new appointments
- Managing new applications and accounts
- Managing relationships with new and existing clients
- Constructing financial plans
Brannon joined the team in 2022. After working in property and casualty insurance, he decided to move into wealth management services.
Brannon holds a Bachelor’s of Music degree from Appalachian State and several graduate music degrees from UNCG. Brannon enjoys spending time with his wife, Kristin, daughter, Conley, and dog Gatsby. He plays in several local musical organizations including the North Carolina Brass Band and Greensboro Opera. Brannon enjoys movies, food, reading, and spending time with his wife and daughter.
Brannon assists our team with:
- Scheduling new appointments
- Managing new applications and accounts
- Managing relationships with new and existing clients
- Constructing financial plans