Northwestern Mutual - Springfield

At Northwestern Mutual - Greater Springfield, we take pride in fostering a culture of recognition, collaboration, and purpose-driven growth. Our team is committed to building strong financial foundations for our clients while creating meaningful career paths for professionals transitioning into the financial representative role. We value a mission-centered approach focused on integrity, service, and long‑term impact, and our culture reflects a shared dedication to both professional excellence and personal development.

Beyond the office, we are deeply engaged in our community, proudly supporting organizations such as Junior Achievement of Western Massachusetts and Habitat for Humanity of Western Massachusetts through volunteer efforts and charitable initiatives that make a lasting difference.

Our office is located at: One Monarch Place, Suite 2100, Springfield, MA 01144

A Glance at Northwestern Mutual (NM):Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policy owners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies—recognized by FORTUNE® as one of the “World’s Most Admired” companies in 2024—with a unique culture deeply dedicated to helping people achieve financial security.

• Time with NM: Since 2001.
• Prior
  
  Experience:
  
  Corey joined Northwestern Mutual in 2001 as a College Intern while attending Western New England University. After graduating, he transitioned into a full‑time Financial Advisor role and has gained experience across multiple areas of the business, including Investment Compliance. Today, as Managing Director, he focuses on recruiting, developing, and mentoring new Financial Advisors in the Downtown Springfield and Downtown Hartford offices.
• Passionate About: Corey is dedicated to developing the next generation of financial professionals and fostering a strong, growth‑oriented culture within his offices. He resides in Suffield, CT with his wife, Erin, and their three children.

• Time with NM: Since 2008.
• Prior
  
  Experience:
  
  Kimberly began her career with Northwestern Mutual in the fall of 2008 and quickly built a thriving financial practice. She has been consistently recognized as a top producer and leading Financial Advisor while maintaining the highest ethical standards. She is a 4 Under 40 recipient through NAIFA, has been a member of Million Dollar Round Table (MDRT) for over a decade, and was named Female Advisor of the Year by her network office in 2020.
• Passionate About: As a native of New England, Kimberly started her career in Western Massachusetts and then settled back home in Connecticut in 2013. Outside of work, she enjoys working out, photography, reading, and most importantly, spending time with her family. She and her partner have two dogs (Harley and Oliver) and a cat (Jack).

• Time with NM: Since 2016
• Previous experience: Began her career with Northwestern Mutual as a college intern in June 2016 before transitioning into a full‑time role and becoming an integral member of the leadership team.
• Passionate about: Building long‑lasting client relationships rooted in empathy and integrity, spending time with her husband and their two golden retrievers, enjoying outdoor activities, family gatherings, and maintaining a healthy balance between professional success and meaningful personal connections.

• Client Consultation:
  Engage with clients to understand their financial goals, aspirations, and concerns.
• Financial Planning:
  Develop comprehensive financial plans that include investments, insurance, and retirement.
• Insurance Solutions:
  Recommend and implement insurance strategies to protect clients' assets and income.
• Ongoing Support:
  Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Networking:
  Build and maintain a network of clients through referrals, community involvement, and professional…