Imagine you are that single voice, clear and confident. Our team supports and walks alongside you as your orchestra. We push you when your pace lags. We fill the gaps when you falter, skillfully navigating the complexities of the melody, always anticipating the next key change. Meet your supporting players.
PRIVATE WEALTH ADVISORS
At one point or another in your life, financial security likely felt like an impossible dream. Now that you’ve achieved a significant level of success, it’s about working on your own terms, aspiring to significance and enjoying an abundant life.
That’s what I’ve dedicated my career to helping our clients achieve.
Growing up, I remember watching my mother pursue financial security for our family as a financial representative with Northwestern Mutual. I knew she was serving her clients with passion and diligence. I’m proud to carry on that legacy today.
The foundation of our organization is built on two things:
Integrity and Expertise
My team and I are committed to helping clients enjoy abundant lives as they enjoy the freedom and flexibility their hard work has earned them. We help ensure they can do this while preserving their capital, creating tax efficiency on their balance sheet, and removing concern from their day-to-day financial lives.
Reena & Delynn have been a team since 1997. Reena specializes in in-house financial solutions and investment analysis. She works diligently to provide the high level of service that our clients expect for their overall insurance and investments, held with our office. Reena has earned her Life and Health Insurance and Long-Term Care licenses. She is also a registered representative of Northwestern Mutual Investment Services, LLC.
Reena graduated from the University of North Carolina at Chapel Hill and lives in Brier Creek Country Club in Raleigh with her husband, Ward, and children, Raja and Naya. When not working with their clients, Reena enjoys spending time with her family and friends, vacationing down at the beach and travelling.
I believe that investing and risk management should be a unique experience for every client we serve. The truth is that there is no one size fits all solution when it comes to wealth management and financial planning.
Together in partnership with our incredible team, we create customized solutions that address each client’s goals, values, and concerns as they move through their financial journey.
Our integrated approach helps you execute a tax efficient plan that preserves your capital while giving you the freedom to live out the life of your dreams.
When I’m not working with clients, I’m spending time in my home, Raleigh, North Carolina, with my family.
Paul D. Twedt RICP®, CLU®, ChFC®
Private Wealth Advisor
You deserve a financial advisor who understands the next financial chapter you are growing into.
As a Wealth Management Advisor with Aria Financial Services, my primary passion is to create the best possible experience for my clients, allowing them to live a life of abundance from a position of financial confidence.
My goal is to help you build a financial plan for a lifestyle you love, and to help you leverage your wealth in a way that creates a legacy you can be proud of.
- This means working because you want to, not because you have to.
- It means the ability to truly enjoy the security of a solid balance sheet, knowing you will never outlive your resources.
- It means having the ability to confidently distribute assets to the organizations you care about, and witness the impact of your generosity.
- It means spending your life truly living.
When I’m not working with clients, I’m spending time with my wife, Kym, and our four children. I enjoy getting outside and stay active golfing and playing soccer. I currently sit on various local boards including the Whatcom Hospice Foundation.
- Northwest Washington Estate Planning Council
- National Association of Insurance and Financial Advisors
- Bellingham Chamber of Commerce
- WSU Alumni Association
- Bellingham Bay Rotary
- Board of Directors – Whatcom Hospice Foundation
- Board of Directors – Bellingham Christian School
- Volunteer Youth Sports Coach - Bellingham Boys & Girls Club
- Pre-School Volunteer – Cornwall Church
WHAT DRIVES ME?
Educating, leading and coaching you and your family toward achieving financial freedom for every stage of your life. In short: I want you to be ready for what life has in store for you.
I also partner with families with children with special needs. I am a fellow special needs parent and understand intimately how to manage and work through the paradox of hoping for the best and being prepared for the worst.
We want to be your biggest financial advocate - inquiring deeply to understand your personal goals and then working with you to create a financial plan that fits your evolving needs.
For you, I hope to make a difference, via strong relationships and helping you optimize your financial plans. Let's see what we can do together!
I have been representing Northwestern Mutual since 2010. I hold a Bachelor of Arts in Psychology from Boston University and a Master of Arts in Organizational Development from Suffolk University.
ON A PERSONAL NOTE
Originally hailing from New England, I now call Raleigh home and live with my husband, Stephen, and children, Zach and Siena. Add a black lab and two cats and you have the LaPierre family!
Zach was born with an extra twenty-first chromosome - also known as Down syndrome. I have special needs financial planning expertise and a passion for working with these exceptional families. Zach was recently featured as the Member Spotlight at his local YMCA.
I am an active member of the Board of the Triangle Down Syndrome Network, and volunteer with the Arc of the Triangle. In addition, I am a member of the Working Mother's Committee as part of the Raleigh Chamber of Commerce.
When at home, I can often be found working on our latest "DIY" project, trying out a new recipe or entertaining friends and family. An enthusiastic traveler, I am always planning our next trip and exploring the world.
Eddie Kenney brings a wealth of experience and dedication to his role at Aria Financial Services. As a retired member of the United States Air Forces, Eddie developed a strong sense of discipline, attention to detail, and a commitment to excellence that he applies to his work with clients.
His role at Aria focuses on helping clients achieve their financial dreams. He understands everyone's goals are unique, so he takes the time to connect personally with his clients, building understanding and trust to fully grasp their needs and aspirations. He wants his clients to feel supported and confident in their financial decisions.
Eddie's dedication and expertise received well-deserved recognition through multiple achievements, including being a multiyear Sterling Award Winner. This prestigious award acknowledges his outstanding performance and exceptional contributions as an advisor. It is a testament to his commitment to providing his clients with the highest level of service and guidance.
Eddie embraces an active lifestyle outside the office and is an Ironman Triathlete. He is deeply passionate about animal welfare, volunteering his time with dog rescue initiatives. He is also dedicated to giving back to his fellow servicemen and women, volunteering with organizations that support veterans.
PRIVATE WEALTH PLANNING TEAM
- Bachelor of Science in Business Administration – Marketing Concentration Peace College (William Peace University)
- Certified ClientWise Financial Services Coach
- FINRA Series 7, 65 and 63
- Life and Disability Insurance Licenses
- Long Term Care Insurance License
Susan gained experience and securities licenses starting as a college intern in 1998 at Wheat Securities (currently Wells Fargo). She initially joined the team as an Investment Analyst in January 2006. Susan now runs the Wealth Management department of AFS and serves as the Director of Private Wealth Planning.
Susan and her husband, Jason live in Pittsboro with their children Lily and Reid. Outside of Aria, Susan enjoys spending time on Jordan lake, at any beach and being involved in her family’s school, sports, and church activities.
- Bachelor of Science in Media Arts and Design – Media Writing Concentration from James Madison University
- FINRA Series 6 and 63
- Life, Disability and Long Term Care Insurance Licenses
TJ has been with Northwestern Mutual since February of 2006 and joined Aria Financial Services in October of 2007. As an Associate Financial Representative, he is the Director of Planning and is responsible for the development and updating of Wealth Management plans for clients and prospects.
TJ graduated from James Madison University in 2000. He and wife Erica moved to North Carolina in 2003 and live in Apex with their twin daughters Natalie and Isabel. If TJ isn’t helping coach his daughters’ soccer team or spending time with his family, he is likely to be golfing, tailgating at a football game (preferably the Hokies) or trying to rustle up a yard game with a neighbor.
Ben began his career with Northwestern Mutual in 2012, joining Aria Financial Services in 2016. As an Associate Wealth Management Advisor, he primarily focuses on client onboarding, retirement planning, and investment strategy. Ben has a deep passion to study and understand the complex nature of the financial markets.
Ben and his wife, Ashley, reside in Pittsboro with their daughter, Sloane. In his free time, you will find Ben with his friends and family. He enjoys travelling, coffee, and tequila – but not always in that order.
PRIVATE CLIENT CONCIERGE TEAM
Education & Licenses
- Bachelor of Arts in Vocal Performance from Wingate University
- Master of Divinity from Southeastern Baptist Theological Seminary
- FINRA Series 7,63,24
- Life and Health Licenses
Jonathan has been with Northwestern Mutual since November 2019 and recently joined Aria Financial Services in October of 2022. As an Associate Wealth Management Advisor, Jonathan works with Ben King in the investment department helping with client onboarding, retirement planning, and investment research and development.
Jonathan and his wife Melody reside in Raleigh, NC, with their two dogs, Zoe and Arlo. Outside of Aria, he enjoys playing ultimate frisbee, leading worship at his church, and traveling.
Katie Nava is our Client Coordinator at Aria Financial Services, managing client cases and processing correspondence. With an excellent eye for detail and organizational skills, Katie ensures all client files are up-to-date and accurate, enabling Aria to provide its clients with the highest level of service.
The onboarding process for new clients is also handled by Katie, providing a seamless and smooth experience from start to finish, and she actively participates in client meetings, gathering and preparing crucial information for annual reviews and other important discussions. This approach ensures that clients clearly understand their financial options and opportunities, enabling them to make informed decisions.
Outside of work, Katie enjoys spending time with her loved ones, including her Boston Terrier, Miranda. She and her boyfriend enjoy exploring the local restaurant scene in Raleigh and Durham, and they are always looking for new and exciting dining experiences. Katie also enjoys practicing yoga and is excited to take a pottery class this year to explore her creative side further.
With her attention to detail and commitment to client service, Katie is a valued member of the Aria Financial Services team.
Kimberly Tobiassen is an accomplished Executive Assistant with Aria Financial Services, bringing a wealth of experience and a passion for learning to the role. A Pacific Northwest native, Kimberly has resided in Ferndale, WA, for the last 20 years. Her 26-year-old son, with whom she is very close, is a Dongbei University of Finance and Economics professor.
Kimberly decided to return to school and earned her Bachelor of Science in Psychology leading her to work with at-risk youths in the Ferndale School District before coming to Aria. She is currently teaching herself Mandarin and loves immersing herself in new cultures.
In the late 90s, Kimberly founded and ran the Single Parents Club of Ashland. She also wrote and self-published a book titled Mom's Advice on Adulting: The Fun Way as a gift for her son's graduation.
In her free time, Kimberly enjoys riding with her husband on their Ninja 1000 sports bike, attending Norwescon, a popular sci-fi and fantasy writer's convention, and participating in medieval-style events.
Kimberly's diverse skill set, passion for learning, and commitment to personal and professional development make her an invaluable member of the Aria team.
Jen Dietrich currently serves as the Relationship Manager for Aria Financial Services. In this role, she is an integral part of the team, dedicated to building strong connections with clients and providing them with exceptional services. Jen believes that solid financial planning is the key to alleviating stress and supporting the unique dreams of the families they serve.
Originally from Pennsylvania, Jen and her husband, Rob, made the move to Atlanta in 2004 and have since made Decatur, GA their home with their three sons. When not wrangling or shuttling their boys, Jen still enjoys an active lifestyle with running, golfing, and planning their family’s next great adventure.
Through Northwestern Mutual, Aria Financial Services has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
Robert G. Dietrich IIICLU®, CLTC®
Wealth Management Advisor
Rob is a third-generation advisor who knows that goals are only as realistic as the intention and action behind them. In his work with our clients, Rob believes that each family’s financial plan is the roadmap to realizing each goal. He has dedicated his career to making it a smooth and secure path for those he serves.
Rob started his career at Wachovia bank in 2006, where he cut his teeth and got his initial investment registrations and insurance licenses. He began his own practice at Northwestern Mutual in Atlanta in 2009. He quickly grew to serve a national client base focusing on strategic and multi-generational wealth planning.
Rob serves on the Board for YMCA Camp Jewell in Northwest Connecticut. He and his wife Jen met at this camp, and his kids now attend for multiple weeks every summer. Rob, Jen, and their three boys reside in Georgia, and most weekends, you can find him coaching soccer and baseball for his boys or playing a round of golf with his wife, friends, and clients.