News & Events

Northwestern Mutual - Greater Chicago Recognized by the Chicago Tribune as a 2019 Chicago Top Workplace 

We are pleased to be recognized by the Chicago Tribune as a 2019 Chicago Top Workplace. The Chicago Tribune highlights one hundred fifty local companies that are recognized as a top workplace through strong performance on anonymous employee surveying facilitated by Energage. The survey measures performance on myriad measures from worklife balance to company leadership. It's only through our people that we can impact the lives of our communities, and we're thrilled to have our strong company culture highlighted by the community we serve.

2019 top workplace chicago tribune


 

 

 

 

 


College Financial Representative Interns Volunteer to Serve with the Boys & Girls Club of America

One of our greatest assets is our community. That is why we are proud to support the Boys & Girls Club of Lake County, Illinois and serve side by side with our summer interns. We live our mission out daily, to develop distinguished careers that impact our clients and communities. Our nationally ranked, Top 10 internship program, (Vault's "Top 50 Internships", 2017) serves as the stepping stone to a rewarding career of helping others by providing guidance and solutions that will have a positive impact on families and businesses for years to come.

 

 

 

 

 

 

 

 

 


Congratulations to Josh Lerner and Yalitza Brambila for Being Recognized as Financial Advisor and New Financial Advisor of the Year

“The people here are what make our office special,” says Tom Goris Jr., Managing Partner. “Our mission is to develop distinguished careers that  impact our clients and our communities, and we are proud of Josh and Yali, helping them grow, reach their goals, and enjoy new opportunities that come about through success.”

Lerner started his career at the Chicago Board of Trade and Chicago Mercantile Exchange, and joined Northwestern Mutual in 2001. He has been recognized with numerous awards and honors throughout his career including: Million Dollar Round Table nearly every year since 2005; three-time Lives Leader Summit winner; Platinum, Gold, Silver, and Bronze club qualifier; and New Client Bonus qualififer every year since 2004.

Lerner is a native of Lake Forest, Illinois, and currently lives in Chicago with his wife and two children. Lerner received a Bachelor of Science degree in Communications from Southern Methodist University and holds the CFP® professional, CLU, and RICP designations. Lerner is a board member of the GPF foundation which is committed to saving lives by supporting education and awareness of the dangers related to recreational drug use.

Brambila started her career in the public sector, working for the Chicago Public School system before joining Northwestern Mutual in 2017 and is a native of Chicago, Illinois. She received a Bachelor of Arts degree from DePaul University and a Masters degree from the University of Illinois – Chicago.

Brambila has been recognized with numerous awards and honors throughout her inaugural year as a Financial Advisor, including: Sapphire club qualifier; two-time Lives Club winner; the Life Impact award; Pacemaker award, and; she ranked 2nd in the central region, and 10th nationally for New Financial Advisor of the Year.

 

MEDIA: https://www.dhbusinessledger.com/business/20190701/northwestern-mutual-x2013-greater-chicago-honors-lerner-brambila


Annual Client Charity Golf Outing Benefitting Alex's Lemonade Stand Foundation

 

 

Northwesten Mutual - Greater Chicago is a proud partner of Alex's Lemonade Stand. Their mission is to change the lives of children with cancer through impactful research, raising awareness, supporting  families, and empowering everyone to help cure childhood cancer.

 

 

A special thanks to our clients, financial advisors, staff, and volunteers for their participation in the event!

We invite you to partner with us in the Race for Research for Alex's Lemonade Stand.

 

 

 


Advisor Celebrates 30th Anniversary with Northwestern Mutual!

This May, Alex Freund celebrates his 30th anniversary as a Financial Advisor at Northwestern Mutual – Greater Chicago.

“We are thrilled to celebrate Alex’s 30 years of dedication to our clients,” says Tom Goris Jr, Managing Partner at Northwestern Mutual – Greater Chicago.  “Alex’s contributions over the past three decades have been an invaluable part of our organization. The wisdom and experience he has acquired continues to be a great asset for our clients.” 

Freund joined Northwestern Mutual in 1989 as Financial Representative. He is part of a network of specialists offering a wide array of products, expert guidance and innovative solutions to a variety of financial needs and goals.

“Helping clients achieve their financial goals has been extremely rewarding,” says Freund. “Knowing I have helped families successfully plan to send a child to college, have a secure retirement or  leave behind a strong financial legacy makes my role very gratifying.”

Freund holds the CFP® professional, CLU®, and CPA® designations and has earned the following awards and honors: National Association of Insurance Financial, Million Dollar Round Table Qualifying / Life Member: 2005-2013, Million Dollar Round Table Life Member: 2005-2013, and NAIFA Quality Award, 2011-2013. Freund received a Bachelor’s of Science degree in Accounting from the University of Illinois -Urbana/Champaign.

He currently lives in Northbrook with his wife, Susan, and their three children, Ilana, Adam, and Jenna. He is a member of the Northbrook Chamber of Commerce, Emeritas Board Member (and Past President) of the Center for Enriched Living, and serves with Habitat for Humanity.

MEDIA: https://www.dailyherald.com/business/20190503/freund-marks-30-years-with---northwestern-mutual-x2014-greater-chicago


Northwestern Mutual - Greater Chicago Opens New Office in Chicago's West Loop

 

We are delighted to announce the launch of our new District Office in Chicago's West Loop! We held a ribbon ceremony on March 22, 2019 and were joined by Alderman Walter Burnett, Jr. of Chicago’s 27th Ward.

“Our success is based upon our ability to empower people to impact the lives of others,” said Tom Goris, Jr., managing partner of Northwestern Mutual - Greater Chicago.

 

 

Catherine LaPlante-Guin and Harry Mathur will serve as co-managing directors and oversee all business operations of the new office, located at 322 S. Green Street in Chicago.

“This new office will allow our financial representatives to more effectively serve the clients in our community,” said LaPlante-Guin. 

“Our office will focus on the many small businesses in our area as well as the individual customer,” Mathur said, “We’re here to provide financial planning that can impact a business by helping it to be more efficient and successful.”

MEDIA: https://www.dailyherald.com/business/20190328/northwestern-mutual-x2014-greater-chicago-opens-west-loop-office


Announcing: Northwestern Mutual - Greater Chicago

We are excited to announce our re-brand to Northwestern Mutual - Greater Chicago!

"Our office has been providing expert financial guidance and innovative solutions to individuals and businesses in the greater Chicago area since 1903, and we think it’s only appropriate we bring our name and identity more current,” said Tom Goris Jr., Managing Partner of Northwestern Mutual - Greater Chicago. “This rebranding clarifies who we are to those we serve, which includes individuals and businesses in the greater Chicago area, with offices in Lombard, Vernon Hills, Elgin, Skokie in the North Shore, and downtown in Chicago’s West Loop.”

Our network office has a big history behind our new big name. We have a rich history in the greater Chicago area and boast a long list of distinguished advisors. Two of the most notable advisors hailing from the Greater Chicago network office include John O. Todd, Sr., who created the first-ever non-qualified executive benefit plan in 1957, and Alan Nero, the famed sports agent and current Managing Director for the baseball division of Octagon, the top agency in global baseball placement. Nero is credited with developing innovative ways to insure athletes and help them bridge the financial gap between team assignments.

See what we are up to on Facebook and Instagram @NMGreaterChicago

 

 


Advisor Recognized as one of Chicago's Most Notable Financial Advisors by Crain's Chicago Business

Congratulations to our very own Joshua Lerner, CLF, CLU on being recognized as one of Chicago's most notable financial advisers by  Crain's Chicago Business. 

Josh takes great pride in serving his clients by providing the highest caliber comprehensive planning to help ensure that they can live for the life they want today, and prepare for the future they aspire to have.

We are proud to have him on our team!

 


Northwestern Mutual - Chicago North Shore Presents $150,000 Young Investor Grant to Support Childhood Cancer Research

Northwestern Mutual - Chicago North Shore was honored to present the Young Investor Grant to Dr. Zibo Zhao, Postdoctoral Research Fellow at the Northwestern University Feinberg School of Medicine.

Dr. Zhao is recognized as one of the best and brightest young researchers in the pediatric oncology field and we are proud to support her work, along with Alex's Lemonade Stand and Northwestern Mutual.

Thank you to Andrea Roiniotis, Chief Operating Officer at Northwestern Mutual - Chicago North Shore, for presenting a check for $150,000 to Dr. Zibo Zhao.


Miniature Golf Outing

 

Northwestern Mutual - Chicago North Shore braved the cold in October to spend an evening playing miniature golf at the Skokie Sports Park and raise money for Alex's Lemonade Stand. Our local business partners Jewel-Osco, Jimmy John's, Jet's Pizza, and Moretti's Ristorante & Pizzeria, donated food and gift certificates for the event.

 

 

 

 

 


The Great Chefs of Chicago

Northwestern Mutual - Chicago North Shore, was a presenting sponsor at The Great Chefs Event in Chicago for an incredible evening of fine food + generous giving to benefit Alex's Lemonade Stand and make a difference in the fight against childhood cancer.

The esteemed event was held at the Revel Fulton Market and hosted more than 40 chefs from around the country. There were over 700 guests in attendance who enjoyed a night of gourmet food, auctions, and listened to inspirational stories.

 

Careers

Northwestern Mutual financial representatives have the opportunity to determine their own financial futures while making an impact on others.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck