Paul S. Montello

In my first 3 years as a financial representative, I qualified for the Bronze, Silver and Gold Awards. In 2003, I was the office New Financial Representative of the Year. In addition to my role as a Financial Representative, I began mentoring and coaching new Financial Representative's as a Field Director and  joined the office Leadership Development Group (LEAD) in 2004. In 2010, I qualified for the company's inaugural Lives Leader's Summit and have qualified 15 times in total.

In Jan of 2011, I took on a new role becoming Managing Director for Northwestern Mutual's Leawood, KS office. In this role for 12 years, in addition to doing financial planning for my personal clients, I was responsible for all aspects of recruiting, training and development of new financial representatives and advisors.  Ingram's magazine honored me as a member of their 2017 class of 40 Under Forty, which recognizes the achievements and promise of the area's young executives, professionals and community leaders.

In 2018, I opened a new Northwestern Mutual office in Olathe, KS and qualified for Northwestern Mutual's FORUM five times since then, while leading the office internship program to receive numerous awards.  In addition, I led the Olathe office to become a consistent category leader in Lives and New clients. 

For the last two years, I have led the Western Region in DI Lives and premium.  In 2024, I also led the Western Region in Lives and was the sole recipient of the Master Achievement Award.

Personal

I serve on the board for Community Impact Foundation and am actively involved with the World Pediatric Project.  I am a member of the Northwestern Mutual DI Field Committee and past Chairman of the Women's Field Assoc-Male Allies.

I enjoy spending time with my wife Lindsey, who home schools our son Luca and daughter Sophie Sam. I also enjoy running far and slow as well as playing bad golf.

Years of Experience

Representing NM since 1999

Education

Bachelor of Arts from Davidson College

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.