Success Stories
Mitchel Kinyon, CFP®
Senior Tax Advisor, Hall CPA
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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
Nicole Dobson-Moore
Financial Services Advisor, Northwestern Mutual
Nik Schrobenhauser
Managing Partner, Ai8 Ventures
Niko Puritz, MBA, CFP®
Planning Consultant, Fidelity Investments
Nipa Patel, CFP®
Senior Business and Technology Leader, Northwestern Mutual
Nisiar Smith
Vice President Business Banking Relationship Manager, PNC Bank
Pation Reynolds, ChFC®, CLU®
Director of Operations & Financial Services Team Associate, Reynolds & Reynolds Financial Partners
Paul Maloney
Global Corporate Banking Associate, JP Morgan
Phillip Garrett, CFP®
Certified Financial Planner, Carmichael Hill & Associates
Phoebe Story, M.S., RICP®
Growth and Development Director, Northwestern Mutual
Randi Eisenshtat
Financial Advisor, Northwestern Mutual
Rob Lamperti, CFP®
Partner, CKW Wealth Management
Ryan Doyel
Financial Representative, Northwestern Mutual
Ryan Rosegarten, CFP®
Senior Wealth Strategy Associate, UBS
Ryann Dougherty
Wealth Management Client Associate, Merrill Lynch
Sal Ingrassia
Senior Associate, PwC
Sam Schmenk, CFP®
Paraplanner, GGM Financial, LLC
Scott Meyersburg
PACE Program Manager, UBS
Sean Harlan
Investment Adviser, JP Morgan
Sean Smiley
Financial Advisor, Northwestern Mutual
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