Putting
people first.
Get to know our leadership team
Leadership at the San Antonio office is dedicated to doing good for our clients, employees and community.
Fernando Suarez came to the U.S. at 17 to pursue a finance degree at the University of Houston. During this time, he was accepted into the Northwestern Mutual internship program and has been with the company ever since. In 1995, he relocated to San Antonio to establish a local office and serve as Managing Director. Fernando...
Fernando Suarez came to the U.S. at 17 to pursue a finance degree at the University of Houston. During this time, he was accepted into the Northwestern Mutual internship program and has been with the company ever since. In 1995, he relocated to San Antonio to establish a local office and serve as Managing Director. Fernando oversees recruitment, development and all business operations in San Antonio. He also works with select clients as a Wealth Management Advisor and Fee-Based Planner. Fernando's personal mission is to make an impact in people's lives. In addition to being committed to his clients, he believes strongly in contributing to the community. He believes, "You don't have to wait for something bad to happen to get involved with a cause." Fernando enjoys spending time with his wife, Cathy, and his children, Laura and Alejandro. He loves all things fútbol and is a fluent Spanish speaker.
Cathy drives innovation and growth strategies for our firm and for her clients. She connects driven and compassionate people to opportunities to live their best lives through goal planning, financial planning, career coaching and community impact. Before joining the firm in 2015, Cathy most of her career in...
Cathy drives innovation and growth strategies for our firm and for her clients. She connects driven and compassionate people to opportunities to live their best lives through goal planning, financial planning, career coaching and community impact. Before joining the firm in 2015, Cathy most of her career in sales and marketing leadership roles in the advertising and tech world. She also has a strong background in community impact, leading our #NMIMPACT community program. Originally from NY, Cathy earned her BBA in International Marketing from City University of New York, Baruch College - Zicklin School of Business. She moved to San Antonio is 2009, to join her husband, Fernando. In her free time, she enjoys being with family, volunteering, dancing, traveling, and Zumba. Cathy's been to more than 30 countries and speaks 5 languages-so far.
I am passionate about helping people plan for success. I do this by building long term relationships and financial plans that are tailored to your goals and what’s most important to you. Together we plan for risk management, wealth accumulation, and distribution in retirement. I work with individuals, families,...
I am passionate about helping people plan for success. I do this by building long term relationships and financial plans that are tailored to your goals and what’s most important to you. Together we plan for risk management, wealth accumulation, and distribution in retirement. I work with individuals, families, and businesses around the country.
My mission is to engage, educate, and empower others to gain clarity and feel secure in there financial situation. Through financial planning, I help people to take care of their families, realize their dreams, and feel confident about the future.
My mission is to inspire people to live proactively and create financially secure lives by design not by default. I strive to be a catalyst for people to help them take progressive action toward their goals. Through my work, I help people achieve financial security so they can chase their wildest dreams and live...
My mission is to inspire people to live proactively and create financially secure lives by design not by default. I strive to be a catalyst for people to help them take progressive action toward their goals. Through my work, I help people achieve financial security so they can chase their wildest dreams and live the lives they’ve always imagined.
Matt began his career with Northwestern Mutual as a college intern while working on his MBA at University of the Incarnate Word. In just one summer, Matt achieved the prestigious Power of 10 and Target 20 awards. He was among the top 1% of interns nationwide. Upon graduating, Matt continued to build his financial...
Matt began his career with Northwestern Mutual as a college intern while working on his MBA at University of the Incarnate Word. In just one summer, Matt achieved the prestigious Power of 10 and Target 20 awards. He was among the top 1% of interns nationwide. Upon graduating, Matt continued to build his financial services practice as a full time financial advisor, earning numerous professional designations and awards. He is a Forum advisor, which is amongst top 3% of Northwestern Mutual advisors in the country. In addition to growing his practice, Matt plays a key role in the leadership team. As Growth and Development Director, Matt helps successful professionals explore careers in financial planning. Matt plays 8 instruments and enjoys working on classic cars. He lives with Amber and their dog Phoebe.
Roberto is originally from Mexico City and has lived in San Antonio since 1996. He became a client of Northwestern Mutual in 1999, and after a life-changing, personal experience, he decided to join the firm in 2002. In addition to many years of entrepreneurial experience, Roberto has always been very involved...
Roberto is originally from Mexico City and has lived in San Antonio since 1996. He became a client of Northwestern Mutual in 1999, and after a life-changing, personal experience, he decided to join the firm in 2002. In addition to many years of entrepreneurial experience, Roberto has always been very involved in the community. He sits on numerous boards and devotes countless hours to giving back. Roberto leads a successful Wealth Management and Fee Based Financial Planning practice. He is a Forum advisor, which is amongst top 3% of Northwestern Mutual advisors in the country. Roberto also recruits and mentors new advisors and representatives in his role as a Growth and Development Director. Roberto is married to Lourdes and they have two children, Pablo and Mariana. They enjoy traveling and gastronomical adventures around the world.