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
    Financial Representative
    1 N Wacker Dr Ste 4600
    Chicago, IL 60606-2841
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    “I really appreciate being able to work with clients and build relationships while helping them get from where they are to where they want to be.”

    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.

  • Erik Gomez
    Financial Advisor
    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.

  • 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.

  • 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.

  • Jessica Salazar
    CLTC, CLU®, ChFC®
    Managing Director
    277 Bendix Road, Suite 450
    Virginia Beach, VA 23452-1362
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    "My goal is to be a pathfinder for other women in the financial industry. At Northwestern Mutual, I'm able to enjoy a successful career, get on the leadership path and move up very quickly."

    Learn how Jessica is helping clients put all the pieces together to create a solid strategy for financial security. See how she's leading the way for other women in the financial industry.

  • Lee Howard Patterson, Jr.
    District Director
    2201 E. Camelback Road, Suite 400
    Phoenix, 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.

  • Kanan Sachdeva
    Financial Representative
    257 Turnpike Road, Suite 300
    Southborough, MA  01772-1791
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    "I want to be the best mom and wife I can, and I also want to have a rewarding professional career. As a financial representative for Northwestern Mutual, I have the best of both worlds."

    See how Kanan Sachdeva found a way to stay present in the lives of her two young daughters while enjoying a rewarding and fulfilling career 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.

  • Andrea Koryn Williams
    Financial Advisor
    1 N Wacker Dr Ste 4600
    Chicago, IL 60606-2841
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    "My job is to empower clients with the information they need to make the best decisions for themselves, their families and their futures."

    See how Andrea Williams is building financial health in underserved communities across the Chicago area.

  • Chantel Bonneau
    CFP, CLU
    District Director
    Wealth Management Advisor
    515 S. Flower Street, Floor 33
    Los Angeles, CA,  90071-2201
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    "Being a leader hs helped me better serve clients. In order to teach and coach others, I had to develop a deep understanding of every aspect of this business. I use that knowledge to help my clients achieve their goals."

    Learn how Chantel Bonneau is using her knowledge to work to impact lives across the country.