Martin Couric III, CFP®, CLU®, CLTC®
Wealth Management Advisor


Couric Krebs Financial

Couric Krebs Financial Team

Team photo

We take customer service very seriously. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Team photo

 
Alexander Scott Howell

Alexander Scott Howell, MSF

Director of Wealth Management

A South Carolina native, Alex relocated to Charlottesville, Virginia after completing both his undergraduate and graduate degrees at Boston College, where he also was a starter on the football team.  Alex received his BS in Marketing & Finance prior to receiving his graduate degree in Finance (MSF).  He understands how complex financial issues can affect the pursuit of your personal and professional goals.  Utilizing his background and team, Alex takes an educational approach to helping you protect your resources, maximize your tax efficiency, and grow your wealth with your goals in mind.  Alex enjoys working with individuals coast-to-coast that believe in math and can see the vision for long term planning. 

In his free time, Alex enjoys spending time outdoors fly fishing, hiking, traveling, and practicing photography.  He also enjoys coaching kickers and punters with his brother, Jimmy Howell, who played at UVA.

 
Allison B Schaefer

Allison B Schaefer

Financial Representative Assistant
Office 434-979-0248

Allison joined Northwestern Mutual in June 2018. A Charlottesville native, Allison graduated from Piedmont Virginia Community College with an Associate of Science in General Studies. As the Financial Representative Assistant, she can help with establishing new investment accounts, scheduling appointments and provides support on the insurance and investment side of the business.

In her free time, she enjoys touring the local vineyards, breweries and the beautiful views Charlottesville has to offer. She also enjoys traveling and spending time with her friends and family.

Allison is recently married to Justin. They got married in the beautiful Outer Banks. 

 
Susan Finley

Susan Finley

Director of Insurance Operations and Services
Office 434-979-0248

Susan joined Northwestern Mutual in February of 1998.  She has her life, health and variable annuity insurance licenses as well as her Series 6 and 63 licenses. 

Prior to working with Mark Krebs, Susan was a Vice President of Training and Development for Jefferson National Bank, now Wells Fargo Bank.  She received her Bachelor of Science degree in Business Administration from Virginia Commonwealth University.

Susan is married to Steve and has a stepdaughter, Kristi.

Contact Susan For:

  • Scheduling appointments
  • Answering questions during the application/underwriting process
  • Information/service on inforce insurance contracts.
  • Susan also provides additional support to the investment side of the business when needed
 
Sara Tueting

Sara Tueting

Director of Investment Operations and Services
Office 434-979-0248

Sara joined Northwestern Mutual in July 2015. 

Prior to working with Mark and Martin, Sara worked as a political reporter and later shifted her focus to tax preparation and planning.  She earned her bachelor's and master's degrees in journalism from Northwestern University.

A native of Northern Virginia, Sara now lives with her husband, a teacher, and their four children on a small farm near Charlottesville.

 
Kaitlin B Penny

Kaitlin B Penny

Associate Financial Representative
Office 434-979-0248

Katie grew up in the Shenandoah Valley and graduated from Bridgewater College with a Bachelor of Science degree in Business Administration in 2016. She joined Northwestern Mutual in 2017 and joined the Couric Krebs team in February of 2021. Since then, she has contributed to all areas of the business, including insurance, investments, and marketing. Katie has her life, health, and Series 6/63 licenses.

In her free time, she enjoys spending time with her family, friends, and her golden retriever, Stella. She also loves to visit local wineries and breweries on the weekends.

 
 

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