Our Team





With every client, we provide a thoughtful and proactive approach to solving financial complexities that can be difficult to navigate without the right partner.

Our dedicated team shares a collective priority to combine our deep experience in financial markets with a deep understanding of our clients.

Matthew Carter Image

Matthew Carter

Director of Wealth Management Services

Sandra Myers Image

Sandra Myers

Associate Financial Representative

Mary Sojourner Image

Mary Sojourner

Marketing Coordinator
804.346.5466, ext. 25

Stratview Wealth Management

William R Moore III, CPWA®, CFP®, CLU®, ChFC®, AEP®

Stratview Wealth Management


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.