Success Stories
Bronco Vuskovich
Financial Analyst
Ian Gordon
Managing Partner, Northwestern Mutual
Mary Ghorbani
Professional Banker, JP Morgan Private Bank
Sid Misra, CFP
Financial Advisor, Beacon Financial Group
Taynia Vakapuna, CFP
Senior Planning Analyst, Austin Private Wealth
Aaron De La Cruz, CFP
Investment Advisor Representative, Valic Financial Advisors
Adam Deutch
Financial Representative, Northwestern Mutual
Allyson Flournoy, CFP
LPL Financial Advisor, Flournoy Wealth Management
Amanda Abdi
Strategic Partner Manager (YouTube), Google APAC
Amy Streff
Financial Advisor, Northwestern Mutual
Andre LaFleur
Registered Associate, Morgan Stanley
Andrea Rice
Financial Solutions Advisor, Merrill Lynch
Andrew Keys
Managing Partner, DARMA Capital
Anisa Henry
Financial Representative, Northwestern Mutual
Austin Bock, CFP, APMA
Financial Advisor, Royal Private Wealth
Brennan Kurtela, CFP
Financial Advisor, Stanford Federal Investment Services
Brett Bennett
Financial Advisor, Wells Fargo Advisors
Bryan Sintay, CFP
Wealth Manager, LPL Financial
CJ Keckler
Financial Representative, Northwestern Mutual
Carla Haubenschild
Financial Advisor, Northwestern Mutual
Caroline Fogarty, CFP
Independent Branch Associate Financial Consultant, Charles Schwab
Chelsey Koster, GBA, RPA, CEBS
Employee Benefits Specialist, ABG
Chris Altieri
Corporate VP, Compliance Officer, MacKay Shields LLC
Chris Ceciliane
High-Net Worth Associate, Fidelity Investments
Chris Skutnick, CFP
VP of Flagship Wealth Planning, Ameriprise Financial Services
Christine Lesinski
Wealth Management Client Associate, Merrill Lynch
Christopher Chan
Private Equity Analyst, Morgan Stanley Valuation and Accounting
Christopher Ferrer
Christopher J. Murdock
Financial Representative, Northwestern Mutual
Chuck Riesterer, CFP
Partner, Promus Financial Group
Cindy Pitonzo, CFP
Associate Wealth Advisor, Advisors Capital Management
David Fuchs, CFP
Associate Wealth Advisor, ACM Wealth
David Smallwood
Managing Partner at True Wealth Partners, Northwestern Mutual
Dina Attia
Market Leader, Bank of America Merrill
Dominick Ammirato, CFP
Financial Planner, Long Financial Group
Dundee Gouin
Managing Director & Chief Leadership Officer, Northwestern Mutual
Dustin Gorenc, CFP
Managing Director & Chief Development Officer, Northwestern Mutual
Dylan Palluzzi
Financial Advisor, Northwestern Mutual
Emilie Kladis
Vice President-Wealth Management, Fifth Third Bank
Eric Arbogast
Financial Advisor, Northwestern Mutual
Gabriel Montesino
Financial Advisor, Northwestern Mutual
George Sekas
Investment Consultant, BNY Mellon
Hannah Morando
Financial Advisor, Northwestern Mutual
Heather Needham
Financial Advisor, Northwestern Mutual
Heather Stonebarger
Associate Financial Representative, Northwestern Mutual
Irene Barish
Growth & Development, Northwestern Mutual
Izzy Tello
Financial Advisor, Northwestern Mutual
Jack Degiorgio, CFP
Registered Client Service Associate, Morgan Stanley - The Modern Perspective Group
Jake Castillo, CFP
Associate Wealth Advisor, Halbert Hargrove
Janelle Gunder, CFP
Financial Planner, Northwestern Mutual
Jesse Bouchard
Managing Director, Northwestern Mutual
John Nuckolls, CFP
Senior Financial Advisor & Assistant Vice President, Wells Fargo
Josh Puccini, CFP
Associate Private Wealth Advisor, Canale Financial Group
Kevin Chadwick
Managing Director, Northwestern Mutual
Kevin Newbert, CFP
Senior Analyst, myCIO Wealth Partners
Kevin Pilz
Financial Representative, Northwestern Mutual
Kevin Shaw
Annuity Sales, Lincoln Financial Group
La Tanya Harris
Lead Retirement Counselor, City of Los Angeles
Lahari Madineni, CFP
Cyber & Strategic Risk Consultant, Deloitte Risk & Financial Advisory
Laithan Sublette
Financial Advisor, Northwestern Mutual
Luke Washington, CFP
Financial Advisor, Northwestern Mutual
Mackenzy Meschke
Financial Advisor, Northwestern Mutual
Manik Nindra, CFP
Associate Planner, Reynolds & Reynolds Financial Partners
Marlin Adams
Financial Advisor, Northwestern Mutual
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Mary Ann Heine
Private Banker
Maurice Wright
Financial Advisor, Edward Jones
Max Guzman
Private Wealth Client Service Associate, Long Financial Group
Melanie Hertzberg, CLF
Financial Advisor, Northwestern Mutual
Michael Legge, CFP
Senior Investment Associate, Northern Trust
Michaela Smith LaBrie, CFP
Portfolio Manager, Bank of America Private Bank
Michelle Beckmann
Financial Planner, Northwestern Mutual
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Nadirah Nesfield
Associate Director of Supervision, Northwestern Mutual
Nick Cento, CFP
Senior Investment Associate, Northern Trust Wealth Management
Nick Efthemis, CFP
Certified Financial Planner, Emergent Wealth Advisors
Nick Esposito
Private Client Advisor, J.P. Morgan Wealth Management
Nik Schrobenhauser
Managing Partner, Ai8 Ventures
Niko Puritz, MBA, CFP
Planning Consultant, Fidelity Investments
Nisiar Smith
Vice President Business Banking Relationship Manager, PNC Bank
Paul Maloney
Global Corporate Banking Associate, JP Morgan
Phillip Garrett, CFP
Certified Financial Planner, Carmichael Hill & Associates
Randi Eisenshtat
Financial Advisor, Northwestern Mutual
Rob Lamperti, CFP
Partner, CKW Wealth Management
Ryan Rosegarten, CFP
Senior Wealth Strategy Associate, UBS
Ryann Dougherty
Wealth Management Client Associate, Merrill Lynch
Sam Schmenk, CFP
Paraplanner, GGM Financial, LLC
Scott Meyersburg
PACE Program Manager, UBS
Shae King
Compliance Operations Assistant, Northwestern Mutual
Sonny James Neville, CFP
Financial Solutions Advisor, Merrill Lynch
Suzi Garcia
Financial Representative, Northwestern Mutual
Tim Church
Financial Advisor, Northwestern Mutual
Trey Wesenberg
Financial Advisor, Northwestern Mutual
Tripp Kelly
Financial Advisor, Northwestern Mutual
Tully Ross
Research Analyst, Atrato Consulting, F.L.Putnam
Victoria Avalos
Premier Client Relationship Consultant, U.S. Bank
Vincent Andrea
Financial Representative, Northwestern Mutual
Wyatt Schmidt
Associate, Lending Specialist, J.P. Morgan Private Bank
Zach Fischer, CFP
Assistant Vice President- Financial Solutions Advisor, Bank of America Merrill Lynch
Zaire Quinn Askew
Financial Advisor, Northwestern Mutual
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