Get to know our leadership team

Leadership at the San Antonio office is dedicated to doing good for our clients, employees and community.

Photo of Managing Director Fernando Suarez

Fernando Suarez

CFP®, ChFC®, CLU®

Managing Director

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.
Photo of Growth and Development Director Cathy Suarez

Cathy Suarez

Growth and Development Director

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 in 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.
Photo of Recruiter Karina Velez

Karina Velez

Recruiter

Karina began her journey with NM as a college intern in 2016. Karina attended UIW where she earned her both her BBA and Master’s in accounting in 4 years. During that time she was also a three year letter winner for the cross country and track and field team. Karina rejoined the team in 2022 as our Growth & Development Leader. She works closely with our leadership team to accelerate the growth and development of our teams as we expand our impact in the community.
Photo of Financial Advisor Karl Pitkin

Karl Pitkin

Financial Advisor

My goal for my clients is to tap into the unrealized potential through intentionality, accountability, and the mindset of abundant thinking. Priding myself on bringing a fun approach to Long-Term Financial Security. I was born in London, England and have lived in San Antonio, Texas for 20+ years. I have been an athlete my entire life and played soccer in College.
Photo of Financial Representative Rob Montalvo

Rob Montalvo

Financial Representative

Photo of Financial Advisor Marcelo Rodriguez

Marcelo Rodriguez

FSCP®

Financial Advisor

Originally raised in Mexico, I moved to San Antonio in 2020 with my wife Dany. Greta, our fur baby is highly present in our weekly activities. We spend our free time trying out new places. My core values are Family, Friends & Soul. I am passionate about financial planning because I enjoy helping you achieve your dreams.

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