Serving Those Who Serve
Patrick Kim Sullivan
Growth and Development Director
Serving Those Who Serve
Northwestern Mutual in Castle Rock, at your service
The team is eager to meet you. Get in touch, and let's start the conversation.
Get to know the Castle Rock team
A satellite of the Northwestern Mutual Colorado Springs Network Office, we're building a team in Castle Rock committed to providing exceptional service. Each with their own background, click through to read more and find your best fit.
Don't hesitate to contact us if you need to schedule an appointment, have a question about a policy or account, or just want to grab coffee!
Aly Morgan
MBA
Investment Operations
I was born in Denver Colorado, where I grew up skiing and playing volleyball. I attended the University of Colorado at Colorado Springs, was captain of the UCCS volleyball team, and got both my Bachelor's and Master's degrees in Finance. During those years, I fell in love with financial planning and helping people reach their goals.
Aaron M. Bozzi
Financial Advisor
I aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families, and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future
Christina Bastian
Associate Wealth Management Advisor
As a former teacher, I believe the most important aspect to a plan is a firm understanding and education around financial fundamentals. I start by weighing the pros and cons of each financial tool you have at your disposal to see which one make sense to you and your goals. Every plan should be flexible and meaningful to you based on where you're at in life. Let's collaborate together!
Join our NM Castle Rock team
Looking for a new career? Want a job where you own your destiny, and feel inspired daily to live your purpose? Join the Northwestern Mutual Castle Rock team - read the job description on LinkedIn and apply if you're inspired.
Here, you'll have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. And, as you build impactful relationships with clients and help them build a plan to achieve their financial goals throughout life. Plus, you'll solidify your own financial future too. Hard work is valued here, rewarded with opportunities for growth and exceptional income potential.
We're looking for dynamic, self-motivated leaders at any stage - those seeking an internship, early career entrepreneurs, or professionals craving career transition - to join our team and serve the best clients in the world. Think that's you? Get connect now; let's start the conversation.