John Barnes has more than three decades of experience in the wealth management and financial planning field, all of it with Northwestern Mutual. That continuity and commitment reflects his commitment to the long-term financial health, growth and opportunity of his clients, with whom he’s formed enduring — and often multi-generational — relationships.

John was instrumental in founding Minted Wealth Partners to combine his experience in financial guidance with an even more comprehensive, integrated set of services, from wealth planning to estate planning and beyond. John holds a bachelor's degree in business administration and has earned the professional designations of CERTIFIED FINANCIAL PLANNER® professional, Retirement Income Certified Professional (RICP®), and Chartered Advisor in Philanthropy (CAP®). Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®).

John is a native of Charlotte, North Carolina and very family oriented. He enjoys spending time and travel with his three children and grandchildren. He enjoys being physically active and loves outdoor activities along with travel adventures.

A financial advisor at Northwestern Mutual since 2016, Drew provides comprehensive planning to clients to help them achieve financial goals and success. Starting as an intern at Northwestern Mutual in 2016, he became a full-time advisor in 2017 offering expert investment and insurance advice. Drew started his career in Cleveland, Ohio and then moved to Charlotte, North Carolina to be closer to his family and put his roots down.

Drew attended the Ohio State University Fisher College of Business and received a B.S. in Finance in 2017. Licensed in life and health insurance, he holds his series 6, series 63 and Series 7 registrations. He completed his Chartered Life Underwriter through the American College.

Drew was recognized as rookie of the year in the Northeast Ohio Office and New Representative of the year in the Northeast Ohio Office. He has led both offices in New Clients and Lives throughout his career and has also been a member of Million Dollar Round Table and Court of Table for the past 3 years. He has also ranked in the top 100 in all of Northwestern Mutual for New Clients and Lives for 2022, 2023 and 2024.

A resident of Matthews, North Carolina with his fiancée, Andrea Arcara and their Golden Retriever, River May. He loves everything Cleveland sports — Browns and Guardians, as well as Buckeyes football. He loves hanging out at breweries with his friends, family and River, and enjoys traveling and experiencing different cultures internationally.

Bringing 15 years of experience to the table, Daniel combines technical and analytical expertise, as well as high-touch client service, to help families, individuals, business owners and others build and maintain powerful financial plans.

A veteran of Northwestern Mutual, Daniel specializes in crafting custom-designed financial plans and strategies for clients at every stage of their financial lives, including retirement income planning.

A native of central California, Daniel has lived most of his life in the Carolinas and calls Charlotte home. A graduate of California State University, he has also received a master's in financial planning. Daniel strongly values continuous education and has attained a number of professional designations including CERTIFIED FINANICIAL PLANNER®, Retirement Income Certified Professional (RICP®), and Chartered Advisor in Philanthropy (CAP®). Dog lover, avid international traveler, and fitness buff, Daniel can also be found volunteering for causes like the Red Cross and watching Formula One races.

Working in the financial services industry since 1986, Sandy brings a special affinity for addressing the needs of clients and providing service with a caring and personal touch. As Director of Operations and Client Service, she oversees the operations of Minted Wealth Partners.  A wearer of many hats, Sandy’s responsibilities include accounting for the practice, coordinating the workflow for our expanding clientele, insurance and long-term care underwriting support, and assistance with the servicing of our advisory accounts, while handling the day-to-day operations of the practice.

Sandy attended Wingate College (now known as Wingate University) where she her focus of study was Accounting and Computer Science.  Sandy holds both her Series 6 and 63 securities licenses and is also licensed in both North Carolina and South Carolina for Life, Health, Annuities, and Long-Term Care insurance needs. She is a Notary in the State of North Carolina.

She enjoys spending time with her daughter, Kasey, and her grandchildren, Aiden and Avery whenever she can. She enjoys traveling to the beaches and abroad whenever possible.

Caitlin manages insurance business and related administrative functions for Minted Wealth Partners, coming to the firm with an unconventional background and a unique perspective on her work. A graduate of the College of Charleston with a Bachelor’s degree in Exercise Science, she moved to southern California for five years where she worked in retail and food before being hired at a therapeutic horseback riding center and working under a Dressage trainer. She returned to Charlotte, North Carolina to be closer to family, eventually being hired by Minted partner Andrew Pavlov and earning her Series 7 and 63 registrations.

Caitlin spends most of her time away from work taking care of and riding her horse. She also loves traveling, electronic music, and spending time with her family and her boyfriend, Stephan.

A recent addition to the Minted Wealth Partners team, Sude’s role includes crafting financial plans, handling investment operations and preparing review meeting materials.

Part of Northwestern Mutual since July 2023, she started as an associate representative where her main responsibilities were making financial plans, helping to handle investments and client review meetings. Sude attended Davidson College, graduating in 2023 with an economics major and data science minor. She received her RICP®  in July 2024.

Born in Istanbul, Turkey — where her family still lives — she moved to the US in 2019 for college. Sude loves water sports (especially swimming and sailing) and indoor cycling. She enjoys DJing and seeing new countries and does volunteer work involving education, kids and, perhaps soon, animals.

Responsible for new account openings, account transfers, 401k rollovers, check deposits, distributions, wire transfers, technology issues, and account trading, Phil joined the Minted Wealth Partners team in 2021.

Previously, he was an Associate Director of Network Supervision (ADNOS) at Northwestern Mutual from March 2016 until January 2020. There, Phil learned the ins and outs of Northwestern Mutual, including investment operations.

Phil graduated from the University of North Carolina at Charlotte in December 2015 with a Bachelors in Business Administration with a concentration in Finance. He obtained his Series 7 and 63 registrations and also earned designations as a Chartered Financial Consultant (ChFC®) and a Retirement Income Certified Professional (RICP®).

His wife and young son help him tend to two Australian Shepherds, and he finds time for woodworking, snowboarding, and traveling with his family.

With three years providing support at Minted Wealth Partners, Christina works to ensure efficient office operations designed to improve the client experience. Maintaining both physical and digital filing systems, managing calendars, coordinating events, planning travel and arranging office celebrations for our team. Christina also maintains strong client connections through appreciation programs like birthdays, retirement, and life acknowledgements.

In her free time, Christina enjoys cooking, gardening, Interior design, and travel.