Rajer A. Shah
Financial Advisor|CLU®, ChFC®, RICP®
Get to know my dedicated team
Rajer Shah has developed a unique and strong team with a combined experience of over 100 years. Rajer's team prides itself on the highest level of service provided to their clients.

Alap Balkrishna Patel
CFA®, CFP®
Private Wealth Advisor and Founder, Partner
Al started at Northwestern Mutual-Chicago in 2006, shortly after graduating from the University of Illinois at Urbana-Champaign in 2005. Nothing drives Al more than his family - his amazing wife, Amanda, wonderful sons, Arron and Ain, and loving superdog, Ace.
He serves as a mentor for the Wood Family Foundation, which provides support and opportunities to empower students to succeed through collaborative relationships between mentors, students, and the students' families.
In 2022, Al was recognized by Forbes Magazine as one of the top Next-Gen Wealth Management Advisors in Illinois.

Joseph M. Smith
CFP®, CLU®
Wealth Management Advisor
We specialize in working with knowledgeable individual investors and time-pressed business owners in all life stages and business cycles. Once we define where you are and where you want to be in the future, we explore your comprehensive financial plan. With my professional staff, we will help you select and secure the best suitable choices from the wide array of product and services available.
Doreen M Crowley
Director of Client Relations
Doreen has spent 19 of her 22 years with Northwestern Mutual working in all areas of Rajer's practice. As an Associate Financial Advisor, Doreen currently applies her well-rounded experience to assisting clients in all aspects of customer service and marketing, as well as managing Rajer's schedule. She has come to know Rajer's clients well over her many years and is dedicated to giving each a highly personalized experience. In her spare time, Doreen enjoys scuba diving, spin classes, nature walks, and cooking.
As of January 2019, Doreen applies the depth and breadth of her experience to her additional role as liaison for all investment-related work. She will be working closely with David Gordon Johnson. David is a new member of Rajer Shah's team working with Rajer and Al Patel, a long-time associate and Investment Specialist with our firm.

Angela Maria Pecoraro
Director of Insurance Operations
Angie has been with Northwestern Mutual since 2001 and joined Rajer's team in December of 2014. Angie comes to our practice with over fourteen years of experience. As an Associate Financial Representative, she applies her extensive experience to her current position. Angie's hands-on approach makes her a valuable resource to clients, as she helps to guide them through the intricacies of the underwriting process, acting as a liaison between clients and the Home Office. Outside of the office, Angie enjoys spending time with her family, volunteering, boating, and fishing.

David W. Gordon-Johnson
RICP®
Associate Wealth Management Advisor
David has been with Northwestern Mutual - Chicago since 2015 and joined Rajer's team in September 2020. In addition to his work with Rajer's team, David is an actor and singer and has been seen on various stages throughout the Chicagoland area. He is licensed for Life & Health in IL and has his Series 6, 7, and 63. David is a Retirement Income Certified Professional (RICP®) designation through the American College of Financial Services

Kathy Shah
Director of Client Development
Kathy currently functions as internal coach and coordinator for Rajer’s team. Her career accomplishments include co-founder of the long-running Northwestern Mutual (NM ) AFR National Study Group, speaker at the NM AFR Regional Conference and concurrent sessions of NM’s Annual Meeting, member of NM's first Field Staff Advisory Committee, developer of agency’s assistant training program, recruiter, and recipient of the NM 1994 Assistant of the Year Award.

Anissa Avila
Director of Administration
Anissa first joined Northwestern Mutual in 2021 as Director of Operations for the Phoenix office of the Sarnecki General Agency and was responsible for the day-to-day operations of their SET team. Prior to her experience as Northwestern software and systems makes her a great fit for our team, as she has come aboard as Director of Administrative Operations as of July 2024. Anissa has been married for over ten years and has two children. Anissa and her family enjoy being outdoors with their dogs.
Get to know my dedicated network of specialists
Through Northwestern Mutual, I have access to a network of specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

