Management Team

 
 Fernando Suarez

Fernando Suarez, CFP®, ChFC®, CLU®

Managing Director
Office 210-446-5701

My Networks: LinkedIn Facebook

Fernando Suarez came to the U.S. at 17 years old to pursue a finance degree at the University of Houston.  During this time, he was accepted into the Northwestern Mutual internship program and has been with the company ever since.  In 1995, he relocated to San Antonio to establish a local office and serve as Managing Director.

As Managing Director, Fernando oversees recruitment, development and all business operations in San Antonio.  In addition to this role, Fernando works with select clients as a Wealth Management Advisor to help them reach their financial objectives and to create financial security for their families.

Fernando's personal mission is to make an impact in people's lives. In addition to being committed to his clients, he believes strongly in contributing to the community.  He believes, "You don't have to wait for something bad to happen to get involved with a cause."

Fernando enjoys spending time with his wife, Cathy, and his children, Laura and Alejandro. He loves all things fútbol and is a fluent Spanish speaker. 

 
 Matt Michael Occhipinti

Matt Michael Occhipinti, MBA, CLU®

College Unit Director
Office 210-446-5716
Mobile 315-955-4422

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.  

 
 Cathy C Suarez

Cathy C Suarez

Director of Recruitment and Operations
cathy.suarez@nm.com
Office 210-446-5726

Cathy oversees the strategic direction of the growth and development of our firm. In this role, she connects people to opportunities and works to ensure the ultimate experience for anyone who interacts with our office including clients, community partners, staff, interns, and career changers.  

Cathy posseses a wealth of experience in sales, marketing, and client relations. She also has a strong background in community development, through board leadership, teaching, and volunteering. She has worked in the private and public sector, with start-ups, small businesses, and publicly traded companies. 

Originally from NY, Cathy earned her BBA in International Marketing from City University of New York, Baruch College - Zicklin School of Business.  In her free time she enjoys being with family, volunteering, dancing, traveling, and Zumba.

 
 Barret L Kolle

Barret L Kolle, CLU®

Field Director
Office 210-446-5721

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. 

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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