Staff

Rajer Shah has developed a unique and strong team with a combined experience of over 100 years.  Rajer's team prides itself on the highest level of service provided to their clients.

My Colleagues

 


Alap Patel, CFA
Wealth Management Advisor

 

Al has been working with Northwestern Mutual Chicago since 2006.  He has a BS in finance with a minor in mathematics from the University of Illinois.  He earned his CFA designation in 2009 and became a Certified Financial Planner in 2012.   Al's expertise lies in portfolio construction, wealth management, and retirement planning.

 

 

 

 

 


Joseph M Smith, CFP®, CLU®
Wealth Management Advisor

Joe has been challenging clients to plan for financial security for 12 yrs.  He has demonstrated his leadership in both his firm and industry by cultivating relationships based upon integrity, knowledge and commitment.  Over the years he has established a talented team of individuals with diverse backgrounds and a wide array of skills and talents, all with the goal of delivering the best possible service to our clients.

Joe maintains a lifelong commitment to continuing education. He regularly attends seminars for continuing education and is an avid reader. In 2008, Joseph received the Chartered Life Underwriter (CLU®) professional designation through The American College. In 2010, Joe completed the rigorous requirements to earn a CERTIFIED FINANCIAL PLANNER™ ( CFP®) certification, the recognized standard of excellence for personal financial planning.

Joe has participated as part of a Succession Planning panel discussion during The Entrepreneurship Institute's President Symposium held at the University of Chicago's Gleacher Center.

Joseph Smith is a member of two honor business school fraternities: Beta Gamma Sigma and Phi Kappa Phi.

Member of the National Association of Insurance and Financial Advisors.

Active alumni and volunteer through DePaul University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 


 

My Staff

 
Doreen M Crowley

Doreen M Crowley

Associate Financial Representative
Office 312-641-4665

Doreen is the stalwart of Rajer Shah's team and has spent fifteen of her eighteen years with Northwestern Mutual working in all areas of Rajer's practice.  As an Associate Financial Representative, Doreen currently applies her well-rounded experience to assisting clients in all aspects of customer service and marketing as well as managing Rajer's schedule. She has come to know Rajer's clients well over her many years and is dedicated to giving each a highly personalized experience.  In her spare time, Doreen enjoys scuba diving, spin classes, nature walks, cooking and city life.

 
Angela Maria Pecoraro

Angela Maria Pecoraro

Associate Financial Representative
Office 312-641-8900

Angie has been with Northwestern Mutual since 2001 and joined Rajer's team in December of 2014.  Angie comes to our practice with over 14 years of experience.  As an Associate Financial Representative, she applies her extensive experience to her current position.  Angie's hands-on approach makes her a valuable resource to clients as she helps to guide them through the intricacies of the underwriting process, acting as a liaison between clients and the Home Office.  Outside of the office, Angie enjoys spending time with her family, volunteering, boating and fishing.

 
Eric Sagadin

Eric Sagadin

Associate Financial Representative
Office 312-251-3775

Eric joined Northwestern Mutual in 2015 as a college intern.  He graduated from Illinois State University with a degree in Finance.  After running his own financial practice for almost a year, he joined Rajer's team in March of 2017.  His role includes helping to prepare clients' financial plans, developing proposals and managing the practice's investments operations.  In his down time Eric continues to play ice hockey and enjoys music and traveling.,

 
Kathleen M Levigne

Kathleen M Levigne

Associate Financial Representative
Office 312-548-1784

Kathy has over twenty years of experience in the insurance and financial services industry.  She holds Life and Health licenses in Illinois.  She also holds a Series 6 and 63 securities licenses.  She is currently functioning as a member of Rajer's team as office administration specialist.  Kathy enjoys spending time with her family and friends.

 

Rajer A Shah, CLU®, ChFC®, CLTC

Financial Advisor

 

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