Andrew P. Bernstein, J.D., CFP®
Wealth Management Advisor


All Points Wealth Management

Our Planning Team

All Points Wealth Management is purpose-built to partner with physicians in their financial planning from residency to retirement. We specialize in building long-lasting, high trust relationships with those in the medical community. With decades of experience and partnerships with medical societies, our team is well prepared to help guide you in your financial journey.


 
Danielle Dudas

Danielle Dudas, CPA

Office 919-834-7772


Danielle is responsible for assisting with client planning and investment management. She has over 25 years experience in the accounting field, and is a CPA. Danielle graduated from Virginia Commonwealth University, both undergraduate and graduate, with honors, in Finance, Accounting and Taxation.  She spent several years in the audit and tax fields, including at industry-giant KPMG, eventually running her own CPA consulting practice guiding divorcing couples with their financial planning in a collaborative setting.  Danielle lives in Raleigh with her husband Bob, son and daughter Trebor and Sydney, and three dogs Bella, Buddy, and Bailey.

 
Alli Carnes

Alli Carnes

Office 919-834-7772

Alli began her career with Northwestern Mutual as the receptionist for the Raleigh office. In November 2018, she transitioned to Andrew's team and currently assists with scheduling, marketing, and client communication.

Originally from Florida, Alli moved to Virginia to attend college, then relocated to Raleigh after graduation in 2018. She is a Summa Cum Laude graduate of Liberty University. She currently holds a life and health insurance license. Outside of work, Alli participates in community theatre across Raleigh where she has been seen in multiple shows such as Ira David Wood III's A Christmas Carol and Raleigh Little Theatre's DIVAS. She also enjoys spending time outdoors with her dog, Piper.

 
Sydney N Durham

Sydney N Durham

Office 919-834-7772

Sydney is your point of contact for client service and onboarding.  She spent four years in the Marine Corps as a Combat Engineer.  After completing her enlistment, she attended Kent State University in NE Ohio where she graduated with a degree in criminal justice and business management.   After college, she spent four years in the aviation industry where she was responsible for managing efficiencies, most recently as the manager of an airline’s operations at RDU.  Sydney lives in Cary and enjoys visiting National Parks and spending time with her family.

 
Christopher McCartin

Christopher McCartin

Office 919-834-7772

Chris joined Northwestern Mutual in 2015 as a Financial Representative after playing seven years of professional golf. Prior to his professional golf career, he attended and played for Wake Forest University. Following his athletic success, Chris gained valuable experience meeting with and advising clients as a representative of Northwestern Mutual. In 2016, he accepted a more behind-the-scenes role as Director of Planning. Chris currently provides high level planning and wealth management solutions for our team and clients.

Chris lives in Raleigh, North Carolina and still plays golf as much as possible.

 

Logan McKinnon Beck

Fax 919-834-5870

Logan joined Northwestern Mutual in 2014 as a Financial Representative. He attended The University of North Carolina at Wilmington, where he studied Business Administration and Management. He gained valuable experience meeting with and advising clients as a representative of Northwestern Mutual until 2016 when he accepted a more behind-the-scenes role as a Planning Associate. As a Planning Associate, Logan focuses on investment and trading support as well as Personal Planning Analyses, which are generated by our team for all clients.

 

Tamika N Chalmers

Office 919-834-7772

Tamika serves as an associate to our planning and investment operations. She focuses primarily on onboarding clients to our investment platform and assisting with account transfers. She is a graduate of North Carolina A&T University, and she enjoys cooking and spending time with her family, including her son, Christian, and her dog, Philly.

 
 

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