Sara Samuels, J.D., CLU®, RICP®

Wealth Management Advisor

My Team

As a Wealth Management Advisor for Northwestern Mutual, I and my team are committed to helping clients whether they are concerned for their own financial needs or those of their family or business.

Together, we stand committed to providing A-Class service and personalized care. If you have a problem or need assistance at any time, please let us know.

Erik P. Daniels

Financial Planning Consultant

Erik is part of my extended team working out of the Home Office in Milwaukee, Wisconsin. He provides comprehensive planning, investment analysis and proposals, which helps me deliver financial security to my clients.

Erik has been with Northwestern Mutual since 2016. He holds FINRA Series 7, 66, 9 & 10 securities registrations and is fully licensed in life, health and disability insurance.  Erik has a degree in Finance, with an emphasis in Financial Planning, from the University of Wisconsin-Whitewater.

Tracy Holcomb

Tracy Holcomb

Director of Operations and Client Service
Office 312-781-2735

Tracy started her career with Northwestern Mutual in 2012. As the Director of Operations & Client Services, she strives to deliver an exceptional client service experience and works behind the scenes to ensure that day-to-day operations run smoothly. She holds a Life and Health Insurance license in Illinois.

Outside of the office, Tracy enjoys biking, listening to music and spending time with her family, including her new son, Corbyn, and 3 cats.

Kelsey Hauflaire

Kelsey Hauflaire

Director of Marketing and Communications
Office 312-641-8900

Kelsey joined Northwestern Mutual in 2015. As director of Marketing and communications, Kelsey handles all scheduling, new client information, and marketing events. She's also in charge of social media and client loyalty.

Outside of the office, Kelsey enjoys spending time with friends and family, volunteering and staying active.

Cullen Gomez

Cullen Gomez

Director of Investment Operations and Services
Office 719-636-3844

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck