Get to know my dedicated team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Photo of Director of Client Services Lorena Pagan

Lorena Pagan

Director of Client Services

Lorena Pagan has been with Northwestern Mutual for over 20 years. She received her B.A. with a major in Finance and minor in Economics, and holds Life and Health Licenses, as well as her Series 7 and Series 63. Lorena has been recognized for her commitment and great work by receiving the Commitment to Excellence and Growth Award, and the Client Relations Center Growth Award. She currently resides in Upstate, New York with her husband and son. 

Photo of Financial Planning Assistant Kynewyn Saunders

Kynewyn Saunders

B.A.

Financial Planning Assistant

Photo of Director of Recruitment Ana Maria Shaud

Ana Maria Shaud

Director of Recruitment

Join Our Team

Whether you're a student, considering a career change, or unsure of your next steps, we can assist you in taking the next leap in your professional development. My team and I are here to guide you in achieving your career goals and assist your growth. Don't hesitate to reach out if you have any inquiries!

 

Reach out to learn more!