Northwestern Mutual

Financial Representative Success Stories

Create your own success story as a Northwestern Mutual financial representative. 

Whether you’ve just graduated or are looking for a more satisfying career where you can make an impact on others, Northwestern Mutual may be the fit you’ve been looking for. Gain insight from successful financial representatives who were once in your shoes.

  • Sara Samuels
    J.D.
    Financial Representative
    1 N Wacker Dr Ste 4600
    Chicago, IL 60606-2841
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    Learn how the skills Sara developed as an attorney, such as planning, a strong work ethic and thinking on your feet, directly contribute to her success as a financial representative. 

  • Scott Goldstein
    CLU®, ChFC®, CFP®
    Wealth Management Advisor
    1 N. Wacker Drive, Suite 4600
    Chicago, IL 60606-2841
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    "I saw many in their mid-40s who were very unhappy in their previous careers. So, I decided to take my sales skills and transfer them where I would have more independence, flexibility, and an opportunity to be rewarded based upon my own talent and skills."

    Read more about how Scott transferred his television advertising sales skills into a career as a wealth management advisor.

  • Sindy Canizales
    Field Director
    1000 Legion Place, Suite 1400
    Orlando, FL  32801-1041
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    "At the end of the day, people don't work with a company, they work with an advisor... a person."

    Read more about how Sindy's work ethic and drive fuels her passion for impacting the lives of her community.

  • Lee Howard Patterson, Jr.
    CLTC
    District Director
    2201 E. Camelback Road, Suite 400
    Phonenix, AZ  85016-3476
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    "I wanted a career that would allow me to be rewarded for my work ethic and enable me to make an impact on my community."

    Read more about how Lee turns his passion for competition into coaching others to financial security.

  • Erik Gomez
    Financial Representative
    1500 Quail Street, Suite 600
    Newport Beach, CA  92660-2738
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    "We truly care about the clients and what happens to them and their financial futures. It's our philosophy of how we do business. That's what sets us apart."

    Learn more about how Erik was able to do overcome personal obstacles to build a successful career.

  • James O'Hara
    CLU®, ChFC®, CLTC
    Financial Advisor
    5655 S. Yosemite Street, Suite 100
    Greenwood Village, CO 80111-3219
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    “Since beginning with Northwestern Mutual, I've learned I am capable of more than I ever thought I could do.”

    Hear career advice from James O’Hara, who was formerly a family therapist.