Helping clients avoid financial pitfalls and build generational wealth. Committed to closing the racial wealth gap.
For years, Northwestern Mutual has helped families and businesses across the country reach their financial goals. NM's version of financial planning brings the right insurance and investment strategies together, so clients can do the things that matter most.
NM Chicago Vision: "To be a firm of enduring firms, reflecting the communities we serve, multiplying our impact and influence." Led by Corey McQuade, NMC is proud to be recognized as the Northwestern Mutual Diversity & Inclusion Champion of 2022.
What did I accomplish?
Kept meetings with 1,500+ prospects
Implemented financial plans for 100+ clients
Passed Series 7, 63 investment licensing exams
Passed annuities, health, life, and long-term care insurance exams
Led new hire and intern education and mentorship sessions
Presented financial literacy keynote at university recruitment events
What did I learn?
Principles of a certified financial plan
Intricacies of financial planning for business owners
Business and personal risk mitigation via insurance planning
Helping clients discover their personal investment philosophy
Advanced estate planning for high earners and business exits
Northwestern Mutual's pioneering sales and prospecting process
Ready to start?
Let's get to know each other and discuss your goals!