Our team is designed to deliver strategic, comprehensive planning at the highest level. Our dedication to client-oriented service, communication, and follow up is second to none. You deserve the best, and we're equipped to provide that for you.
DeAndre, a native of Chesapeake, VA, started his practice with Northwestern Mutual in 2011. Since then, he grew a nationwide comprehensive planning practice that covers over 30 states. Early in his career, he developed strong relationships planning for those who serve our country and has come to be known for his specialty in working with Navy SEALs, SWCC, EOD, and other members of the special warfare community.
In 2015, at the age of 25, he was chosen by Inside Business as one of his Region’s Top Forty under 40. In 2016, he was named by Coastal Virginia Magazine as a “Millennial on the Move,” and in 2017, at the age of 27, he was among the youngest advisors in the region to qualify for the Million Dollar Round Table, the premier association of financial professionals worldwide. And in 2023 at the age of 33 he was ranked by Forbes as one of the “Best-In-State Financial Security Professionals”
After 10 years of building his practice and honing in his expertise, he founded Truicity Wealth Management to expand his ability to serve his clients. In addition to running his practice, DeAndre has built his own portfolio or domestic and international investments and has made it a priority to experience traveling around the world at its highest levels.
DeAndre lives in the East Beach section of Norfolk, Virginia, and is a very avid traveler, often visiting numerous countries every year. Because of his passion for community impact, he serves as Vice President on the Board of Directors for the Boys and Girls Club of Southeast Virginia and is also on the board of the organization Guys Doing Good.
Forbes Best-in-State Top Financial Security Professionals list (July 2023), Research and ranking provided by SHOOK Research, LLC. Based upon data as of 12/31/2022. Northwestern Mutual (NM) and its advisors do not pay for placement on 3rd party rating or ranking lists. NM and its advisors do, however, pay marketing fees to these organizations to promote the rating or ranking(s). Rankings and recognitions are no guarantee of future investment success.
Lauren Schmidt CLU®
Partner and Financial Advisor
Lauren Schmidt is originally from the Kansas City area but was primarily raised in the small town of Medicine Lodge, Kansas. After graduation, she attended Wichita State University, where she earned her bachelor’s degree in business administration with an emphasis in Management. During her time in Wichita, she took an internship with Northwestern Mutual which sparked her starting her own practice in 2015 upon graduation.
In 2015 at the age of 22, she started her own practice which has now grown nationwide serving clients in 41 states. Her primary clientele is a combined mixture of physicians, nurses, engineers, IT professionals, project managers, business owners, and young professionals, who want to live life differently.
In 2023 she became an official partner with her close friend, DeAndre Coke, and they now own and operate Truicity Wealth Management with a team of six.
Lauren currently resides back in the Kansas City area and has a love for travel, movies, and music. While being the oldest of eight, she spends most of her time with her family if she is not on the go!
Lauren has her FINRA Series 6, 63 and SIE registrations.
Jackie was born and raised in Washington state, where she earned her bachelor’s degree at Washington State University. She moved to Virginia in 2009 after her husband got stationed in Virginia Beach. They now live in Chesapeake with their two children.
While her husband was still active in the Navy, Jackie opened a CrossFit gym. She had a long career in the fitness industry, competing in over a dozen fitness competitions, landing the cover of 4 fitness magazines, and competing in the 2014 CrossFit Regionals.
Being a business owner herself, she came to the realization there was a need for financial planning in the entrepreneur industry. Based off personal experience working with a Northwestern Mutual advisor, she wanted to help educate others on how financial planning can benefit every aspect of their life.
Her husband now runs their gym, as Jackie joined Northwestern Mutual in 2019. Her grandfather was an advisor with the company for 42 years and she was ready to follow his footsteps.
Joe was born and raised in his home state of New Hampshire and moved to Virginia to join our team 3 years ago. He comes to our team with 12 years of experience in the finance industry. He first started with Fidelity Investments for 5 years and has been with Northwestern Mutual the last 7 years. He is currently enrolled in The American College pursuing further industry education. He specializes in the investment and planning side of the practice, supporting our existing clients as well as growing our practice by bringing in new clients.
Joe currently resides in Hampton, VA with his fiancé Sara and stepdaughter Kiely. In his free time, Joe enjoys spending time with his family and friends, visiting local breweries, brewing his own beer, and almost always has some type of food on his smoker.
Sylvia Montgomery is an entrepreneur and former insurance agent. She spent 30 years of her career with the U.S. Department of Agriculture in Washington, DC, and currently spends a good deal of her time engaging with local civic organizations, serving faithfully in her church, and working with local leaders to help impact communities.
Through her business Sylvia helps individuals to live their best lives and businesses to be successful. She continues that spirit in her work at Truicity Wealth Management where she connects clients and individuals with opportunities to help them achieve as much success as possible with their financial goals.
Julie started in the insurance industry in 1986 and has been with Northwestern Mutual since 1991. Julie holds a VA insurance license in Health, Life, and Annuities. Her focus is on the insurance side of the practice. She helps clients with servicing existing insurance policies and helps guide clients through the life, disability, and long-term care underwriting process.
Julie likes to spend her free time with her family, she enjoys going camping and traveling as well as spending time at the beach. Julie resided in Virginia Beach for 22 years supporting her husband Allen’s 30-year Navy career. Since his retirement they decided to move to Jetersville, VA to enjoy some country life and be closer to their family and first grandchild.
Julie has her FINRA Series 6, 63 and SIE registrations.