Associates

Our financial representatives have an incredible opportunity to positively impact people’s lives - the lives of their clients, their families and those in their communities. They take this responsibility seriously and so do we. We provide them with the training and support they need to ensure their success, but we know it is their productive work ethic, strong relationship skills and professionalism that make them extraordinary.

 
 Alisha Lynne Brooks

Alisha Lynne Brooks

Financial Representative
alisha.brooks@nm.com

My Networks: Facebook

Alisha is a veteran of the United States Air Force, where she served 4 honorable years. Previously stationed in Japan, Alisha, her husband Darryl, and two children Gia and Dimitri moved to San Antonio in 2016 and have not looked back since.

Alisha started her career with Northwestern Mutual in 2017. She has been an entrepreneur her whole life, she is eager to grow her business and create lasting relationships with those she works with.

 
 Barret L Kolle

Barret L Kolle, CLU®

Financial Advisor
barret.kolle@nm.com

My Networks: LinkedIn

Barret grew up in the small community of Inez, Texas. He followed his ranching background to College Station where he earned both a B.S. and M.S. in Animal/Meat Science from Texas A&M University. He joined the firm as a career changer in 2013 but has been a client since 2003. In fact, the same person that introduced him to his wife, Laci, also introduced him to his Northwestern Mutual advisor. 

Barret is a Million Dollar Round Table qualifier and focuses on comprehensive planning by holding health, life, disability and long-term care insurance licenses along with Series 6, 63, and 65 security licenses. In addition to managing his practice, Barret is also part of the leadership team. In his role as a Field Director he helps recruit and develop new representatives. 

 

Brian Cleveland, MBA

Financial Representative
brian.cleveland@nm.com

My Networks: LinkedIn

Brian is an MBA graduate from Liberty University in which he earned his degree in International Business and Economics. From there, Brian joined the United States Air Force in which he served 8 honorable years as a Captain.

Brian started his career with Northwestern Mutual in 2017 after being a client for years and seeing how much value the company has brought to his life as well as others. He is eager to help others plan for the future and grow with the company.  

 
 Denise Raquel Garza

Denise Raquel Garza

Financial Representative
denise.r.garza@nm.com

My Networks: LinkedIn Facebook

 
 Eric Ilmari Kala

Eric Ilmari Kala, CFP®, CIMA®, AEP®, CLU®, CRPS

Wealth Management Advisor
eric.kala@nm.com

My Networks: LinkedIn Facebook Twitter

After serving four years in the United States Air Force Eric wanted a career that would allow him to continue serving others but still leave time for family. He and his wife Tia, relocated to San Antonio in 2007, where he attended Wayland Baptist University. In 2008 he found his ideal career at Northwestern Mutual. Eric and Tia have two daughters, McKenna and Kinsley.

 
 Evelyn Marie Clark

Evelyn Marie Clark

Financial Representative
evelyn.m.clark@nm.com

My Networks: LinkedIn Facebook

Evelyn is a 2016 graduate of the University of Texas at San Antonio where she earned a degree in Multidisciplinary studies with focuses in Business, Philosophy, and Communications. During her time at UTSA she was a member of the Roadrunner track team.

Starting her career with Northwestern Mutual as an intern in 2015, she is now a full-time financial representative and is excited to grow her business. Evelyn has earned her Northwestern Mutual Pacesetter 40 award and is working hard to achieve her Second 60 award.

 

Jack Ian Zuckerman

Financial Representative
jack.zuckerman@nm.com

My Networks: LinkedIn Facebook

Originally from Orlando, Florida, Jack moved to San Antonio after graduating from Furman University in May of 2017. With a big heart for helping others, Jack knew he wanted to start his career within a field that allowed him to reach out and positively impact the lives of others. This is when he found Northwestern Mutual. Jack is eager to grow with his buisness in helping others achieve financial stability while building life-long relationships with those he works with.

 
 Joseph D Cesmirosky

Joseph D Cesmirosky, CFP®, ChFC®, CLU®

Financial Advisor
joe.cesmirosky@nm.com

Joe was born and raised in Houston, Texas. He received his BS in Finance, with an emphasis on insurance and investments from Stephen F. Austin State University in 1984.  In 1985 Joe joined Northwestern Mutual's Houston office and in 1991 he moved to San Antonio. 

Joe is married and has 3 children.  He is very active with his church, Stone Oak Presbyterian, where he is an Elder. 

 

Justin Meurin

Financial Representative
justin.meurin@nm.com

My Networks: LinkedIn Facebook

 

Kaitlynn J Warren

Financial Representative
kaitlynn.warren@nm.com

My Networks: Facebook

 
 Kevin A. Picou

Kevin A. Picou, CLTC®

Financial Representative
kevin.picou@nm.com

Kevin joined Northwestern Mutual in June 2004 as a college intern in Austin.  After graduating from the University of Texas at Austin, with his Bachelor of Arts in economics, he signed on as a full-time Financial Representative.  He resides in McAllen and serves clients throughout the Rio Grande Valley.

 
 Lincoln Baylor

Lincoln Baylor

Financial Representative
lincoln.baylor@nm.com

Lincoln is a 2016 graduate of Texas Lutheran University where he majored in Kinesiology and minored in Business. During college, Lincoln played pitcher as well as second base for the University's Division 3 baseball team and led the team to many victories.  

In 2016, Lincoln started his career with Northwestern Mutual in which he became a full-time financial representative. He is passionate about helping others reach their personal as well as financial goals and he looks forward to building his career with the company. Lincoln lives in Schertz with his daughter Kinley.

 

Mark Anthony Ramirez

Financial Representative
mark.ramirez@nm.com

My Networks: Facebook

 
 Matt Michael Occhipinti

Matt Michael Occhipinti, MBA, CLU®

College Unit Director
matthew.occhipinti@nm.com

My Networks: Facebook

Matt began his career with Northwestern Mutual as a college intern while working on his MBA at University of the Incarnate Word. In just one summer, Matt achieved the prestigious Power of 10 and Target 20 awards. He was among the top 30 interns nationwide.

Upon graduating, Matt continued to build his financial services practice as a full time financial advisor. He is licensed in life, health, disability, and long-term care insurance. He also holds his Series 66 and 7 securities licenses.

In addition to growing his practice, Matt plays a key role in the leadership team of the Northwestern Mutual- San Antonio office. As College Unit Director, Matt helps connect students to Northwestern Mutual’s top 10 internship program. He works closely with interns and graduating seniors to maximize their potential as they begin to build their financial practice.  

 
 Mike Johnson

Mike Johnson

Financial Representative
mike.johnson@nm.com

My Networks: LinkedIn Facebook

Mike earned a degree in Cybersecurity from the University of Maryland. Shortly after graduating he made the decision to join the United States Air Force where he continues to serve. After 8 years in the USAF, in 2016 Mike decided to join the Northwestern Mutual team as a financial representative.

Mike is excited to grow his buisness and help others build clarity around their financial insecurities. He has made it his personal goal to give insight to others and make at least one person smile every single day.

 
 Roberto Espinosa

Roberto Espinosa, AEP®, CAP®, CFP®, ChFC®, CLU®

Business & Estate Planning Specialist
roberto.espinosa@nm.com

My Networks: LinkedIn Facebook Twitter

Roberto is originally from Mexico City and has lived in San Antonio since 1996. He became a client of Northwestern Mutual in 1999, and after a life-changing, personal experience, he joined decided to become an advisor in 2002.  

In addition to many years of entrepreneurial experience, Roberto has always been very involved in the community. Some organizations he supports include Asociacion de Empresarios Mexicanos (AEM)National Association of Insurance and Financial Advisors (NAIFA), San Antonio Greater Chamber of CommerceSan Antonio Hispanic Chamber of Commerce

 
 Russell G Stehling

Russell G Stehling, CLU®, ChFC®, CASL®, RICP®

Wealth Management Advisor
russell.stehling@nm.com

My Networks: LinkedIn Facebook Twitter

Russell is originally from Fredericksburg, Texas. He received his Bachelor of Science degree from Texas A&M University and began his career in the sports management industry. In 2003 Russell joined Northwestern Mutual because he wanted to be in control of his earnings, with the flexibility to spend time with his family. Russell and his wife Leslie, have three sons Blake, Luke and Reid. 

 
 Stanley Goldman

Stanley Goldman, LUTCF, CLTC

Financial Representative
stanley.goldman@nm.com

Stan is a native San Antonian. He earned his BBA in 1983 from University of Texas at San Antonio

Stan joined Northwestern Mutual in 2000. He is passionate about helping families secure their future. He is also passionate about horticulture, and was recently appointed to the board of directors of The San Antonio Botanical Garden Society. 

 

Travis Ryan Eden

Financial Representative
travis.r.eden@nm.com

My Networks: LinkedIn

Travis was born and raised in Fredricksburg, TX. He graduated from Texas State University in May of 2015 with a degree in Advertising and Mass Communications. Travis started his journey with Northwestern Mutual as an Intern in 2015. He achieved Power of 10 as an Intern and after switching to full time in 2016, he hit Pacesetter 40.

Travis is passionate about helping other achieve their dreams and is excited to grow with Northwestern Mutual.

 
 Troy Heath Coker

Troy Heath Coker

Financial Advisor
troy.coker@nm.com

My Networks: Facebook

Troy grew up in San Antonio, Texas but his golf career has taken him around the country. He earned his Bachelor’s degree in International Business at Bethune-Cookman University. During college he was a member of the NCAA Division 1 golf team, a member of a Minority National Championship winning team, and earned an Academic All-American award. 

After college, he turned professional and played on various professional golf tours around the country.   When he first came across the opportunity to join Northwestern Mutual and come back to Texas, he hardly hesitated and hasn’t looked back since. 

 

 
 Zach G Shannon

Zach G Shannon, CLU®

Financial Advisor
zach.shannon@nm.com

My Networks: LinkedIn Facebook

Zach joined Northwestern Mutual in 2012, as a college intern while attending The University of Texas-San Antonio. Upon completing his BBA in Management, he became a full time financial representative. He recently stepped into a leadership role, mentoring new interns as they develop their practice. Zach married his wife Callie in 2016. 

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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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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