Joel Glickman

Originally from the outskirts of Chicago, Joel started his career with Northwestern Mutual in 2020 after working for a number of years in the entertainment industry. He is a second-generation financial advisor that takes the time to focus on his client's goals and aspirations. He currently holds his FINRA 7, 6, and 63 licenses and also has his CA Life and Health. When he's not working, he's spending time with his partner, Courtney, at their home in West LA where they love exploring mountainous hiking spots and local restaurants. Although currently based in Los Angeles, Joel is an avid Chicago sports fan and will talk your ear off about all things Bears, Cubs, and Bulls if you give him the opportunity.

Grace currently serves as the Director of Planning and Investment Operations where she will continue to oversee and assist investment client onboarding, financial plan development, and implementation. She holds her FINRA Series 7, 6, and 63 licenses as well as her CA Life & Health. When she's not working, she is in the gym weight-lifting. Outside of her active lifestyle, she's a foodie at heart and enjoys exploring hole-in-the-wall restaurants on the weekends and spending time with friends and family. 

Thomas started as a Financial Representative in 2014 and transitioned to an Associate Wealth Management Advisor for 4 years. Having experience with both the client-facing side of the business and behind-the-scenes support, he brings a unique combination of skills to the team. Thomas holds his FINRA Series 7, 6, & 63 designations along with CA Life & Health. Thomas is a native to Los Angeles and grew up on the East Side. After graduating from Menlo College in 2011 with a degree in Psychology, he lived abroad in South Korea for 2 years where he taught English, and studied the Korean language. He now resides in West LA with his partner David and his dog Koate.

Patricia provides strategic direction that aligns with and delivers on organizational goals. Driving strategic planning and execution, she builds awareness, increases client satisfaction, and helps deepen engagement with NM products and services through her departments marketing efforts. Patricia’s 25 years of human resource experience, coupled with her marketing and operations knowledge, has provided her with the foundation to make an impact in this newly developed role. Patricia received her Bachelor of Science in Business Administration from Franklin University with an emphasis in Human Resources. She also holds a professional designation in Human Resources from University of California, Los Angeles. When Patricia isn’t working solving people/business challenges, you will most likely find her on the soccer field cheering on her three beautiful children Mason (11), Ava (9) and Mia (7).