Sara Samuels, J.D., CLU®, RICP®

Financial Advisor

My Team

As a Financial Advisor for Northwestern Mutual, my team is 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 them know.

 
Tracy Holcomb

Tracy Holcomb

Director of Operations and Client Service
Office 312-641-8900

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.

 
Mitchell Kurt Castillo Jr

Mitchell Kurt Castillo Jr

Director of Investment Operations and Services
Office 303-390-5785

Mitch started his career with Sara in 2018. He is a former Intern and Advisor at Northwestern Mutual. Mitch is an exceptional planner and provides innovative solutions. He is also Series 6 and 63 investment licensed.

In Mitch's free time he enjoys spending time watching and playing sports, especially golf and basketball.  Mitch also enjoys spending time with his girlfriend, Jordyn, dog, Zeus and family and friends.

 
 

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