Meet our team

Charlotte team 

   
 

John H. Putnam – President
John grew up on a cattle farm in a small town, went to college at N.C. State, has been married for 25 years and has three children. He is an entrepreneur at heart and led a thriving practice in the financial services industry for 22 years advising high capacity families, entrepreneurs, executives and private businesses. He has his CFP® designation (Certified Financial Planner), has received numerous industry awards and has been internationally recognized as a leader in his industry by the Million Dollar Round Table.

John has always been active in his community serving in leadership roles in Boy Scouts, the arts, non-profits, his church, and schools. John is an avid writer and speaker. He has had extensive media exposure in sharing his ideas, opinions and insights with millions of people on financial issues facing families and businesses, via local, regional and national television, radio and periodicals.

Over the past 10 years, John began to focus more on his client’s life planning and the issues behind their financial and wealth transfer decisions. He spent these same years in concentrated study in this unique field with the best subject matter experts in the country. He has coached and led hundreds of individuals and families through thoughtful processes and conversations to create clarity and unity to move toward achieving their respective goals and impact. This faith-filled passion and calling, combined with his financial industry expertise, led him to transition from his financial advisory practice in March, 2012. He is the President of National Christian Foundation Carolinas, a regional office of the National Christian Foundation in Atlanta, Georgia, with a vision to encourage Kingdom impact and mobilize Kingdom resources.

 
  Laurie Jackson – Director of Giver Services
Laurie joined John in his financial practice in July, 2010. Her background is in office administration in the insurance industry. She is an expert in assisting givers and serving them with excellence and kindness in any situation. She has been married to Mike for 22 years and they have two wonderful teenage children. She enjoys being outdoors and volunteering at Beds for Kids.
 
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Brandon Davis – Executive Operations Director
Brandon joined National Christian Foundation Carolinas in May 2017. He is responsible for executing the day-to-day operations, finances, projects and gift opportunity process of the organization.

Brandon brings over 18 years of finance, insurance and wealth management experience to NCF. Prior to joining NCF, Brandon served as a Wealth Advisor with Rinehart Wealth & Investment Advisory, providing clients with comprehensive financial planning. He also served as Principal and Vice President of The Morehead Group, collaborating with clients and their professional advisors to structure, implement and administer comprehensive life insurance plans designed to meet the complex needs of the affluent individual. Throughout his career, Brandon has worked closely with estate planning professionals, attorneys, accountants, trust officers and wealth managers.

Originally from Hickory, North Carolina, Brandon graduated with distinction from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration. After graduation, he spent four years at Wachovia Capital Markets as a corporate financial analyst and as an associate in the bank’s institutional investor management group. He is a Certified Financial PlannerTM professional.

Brandon was the Past President of the Financial Planning Association of Charlotte and is a member of the Charlotte Estate Planning Council as well as the Society of Financial Service Professionals. He is an active member of Uptown Church where he also serves as a Finance Deacon. Brandon and his wife Teresa were married in 2003 and have two children.


Raleigh team

   
richardcarolinas  

Richard Newton – Regional Director
Richard started in 2013 as a consultant to NCF in Raleigh and came on staff in 2014 as our Senior Gift Advisor. He chose to work with NCF to use his 30 years of trust advisory experience to help people consider and plan giving strategies to reach their charitable goals and, even more importantly, to deepen a family’s relationship with Jesus Christ.  Richard has been married to Elaine for almost 30 years and has two daughters, Liz and Emily. He attends and serves at Providence Baptist Church and is passionate about the role of the local church as God intended. When not with his family or church family, Richard can be found putting miles on his road bike. His favorite book is "Life on Mission" by Dustin Wilis and Aaron Coe. The verse that inspires Richard to think about everything in the right way, is Colossians 3:12 - Put on then, as God's chosen ones, holy and beloved, compassionate hearts, kindness, humility, meekness, and patience..”

Favorite Part of NCF: “The commitment to serving people that shows in how the staff cares about each other all the way to how we care about each detail in serving our givers.”

Connect with Richard on LinkedIn or email him at rnewton@ncfgiving.com.

 
nataliecarolinas   Natalie Taylor – Director of Giver Services
Natalie started with NCF in September 2007 and is the key to our vital role in facilitating giving. As Director of Giver Services for our Raleigh office, she is the “go-to” person for all stock and mutual fund gifts, grants to charities, new giver orientation and takes care of all the needs of our fundholders. Outside of NCF, Natalie and her family, husband Darrell and kids Ian and Emma, attend Church of the Apostles and are involved at Iron Academy, True Daughters, Justice Matters and Neighbor 2 Neighbor. Natalie is also an accomplished athlete having completed in 10 half-marathons, 7 marathons and one 50k race. Favorite books that impacted her Christian walk are "When Helping Hurts" by Brian Fikkert and "Counterfeit Gods" and "The Reason for God" by Tim Keller. The verse that her family is trying to live out in 2015 is Micah 6:8 – ”And what does the Lord require of you? To act justly and to love mercy and to walk humbly with your God."

Favorite part of NCF: “I love working with our givers, supporting and encouraging them to allow giving to be easy and fun!”

Connect with Natalie on LinkedIn or email her at ntaylor@ncfgiving.com.

 

Multiply your impact
Can you imagine sending hundreds of thousands of dollars more to your favorite charity? Learn how one entrepreneur turned his bathroom remodeling company into a Kingdom investment with big returns for world evangelism in this companion story to ... read more
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