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 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.
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.
I believe everyone deserves a trusted advisor and a well-structured financial plan tailored to their wants and needs. I operate a values-based planning practice, meaning it’s important to me to understand what my clients value the most. My mission is for every client to know with confidence they are on track...
I believe everyone deserves a trusted advisor and a well-structured financial plan tailored to their wants and needs. I operate a values-based planning practice, meaning it’s important to me to understand what my clients value the most. My mission is for every client to know with confidence they are on track for their future goals while still able to enjoy their lives today.
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...
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.