Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Associations and Memberships

Adrienne Upchurch is involved in various professional organizations and associations, including:

Financial Planning Association-

The Financial Planning Association (FPA) connects those who need, support, and deliver financial planning. FPA members demonstrate a professional commitment to education and a client-centered financial planning process.

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Adrienne Upchurch.

Million Dollar Round Table-

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 31,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 80 nations and territories.  MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.

National Association of Insurance and Financial Advisors-

The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 62,000 insurance and financial advisors nationwide, through its federation of over 770 state and local associations. NAIFA is the nation's largest financial services membership association.

Women In Insurance and Financial Services (WIFS)-

WIFS provides the support, networking and training for new and experienced professionals in both insurance and financial services. We contribute to the growth of our industry by providing resources and learning needed to attract, retain and advance women in today's market.

Physicians Nationwide-

Physicians Nationwide is a group of approximately 100 financial representatives formed specifically to serve the medical and dental markets. This group was specifically formed to help make the transition easier when doctors relocate as they move through medical school, residencies, fellowships, and into full-time practices.

National Care Advisors-

National Care Advisors is a consulting firm dedicated to providing care management, third party payer analysis and quality of life cost quantification services for individuals dealing with Special Needs challenges. Our clients include attorneys, financial planners, annuity brokers, corporate bank trustees, corporate guardians, insurance companies, as well as the client and their family.

Years of Experience

Representing Northwestern Mutual since 1999.

Education