Putting
people first.
Get to know our leadership team
Leadership at the San Jose office is dedicated to doing good for our clients, employees and community.
Kate Michaels
CLF®, CLU®, ChFC®, RICP®
Managing Partner
Kate’s focus is to lead and inspire change while empowering people to achieve their true potential. She does this by attracting skilled and diverse individuals to the firm and providing the training and support that they need to best serve their clients and communities. As a managing partner at Northwestern...
Kate’s focus is to lead and inspire change while empowering people to achieve their true potential. She does this by attracting skilled and diverse individuals to the firm and providing the training and support that they need to best serve their clients and communities. As a managing partner at Northwestern Mutual, Kate has coached dozens of advisors to achieve significant career milestones such as membership in the Million Dollar Round Table and regional leadership roles. Over the years, Kate and financial advisors in her unit have helped thousands of families and business execute financial plans. In addition to her role at Northwestern Mutual, Kate has served on the board of directors for You Can’t Fail, Inc.. She also has led a chapter of the St. John Fisher Alumni Association and was the past chair for the Women’s Fund of Central New York. Northwestern Mutual also recognized Kate with the coveted Community Service Award for her work with Dress for Success.