Originally from South Korea, Dae Yoon has called Maryland home since 1989 when he moved with his family. He pursued his education at the University of Maryland Baltimore County, graduating in 2005 with a Bachelor of Science in Financial Economics. Dae's journey continued with Education when he graduated from the prestigious Georgetown University in Washington DC with a certificate in Financial Planning in 2018.

Personal Life

In 2008, Dae married his college sweetheart, Saejin. Together, they are proud parents to three wonderful children: Tyson, Alliyah, and Hailey. They currently reside in Ellicott City, MD, where they enjoy spending quality time together. Outside of work, Dae has a passion for fitness, rooting for the Ravens, exploring good food, traveling, and cherishing moments with family and friends.

Professional Achievements

Dae's dedication and commitment to his clients have earned him recognition within Northwestern Mutual and beyond. He was honored as the Northwestern Mutual - Maryland "Rookie of the Year" in 2007, marking the beginning of his successful career in financial advising. Over the past 18 years with Northwestern Mutual, Dae has distinguished himself by focusing on holistic financial planning, helping individuals, professionals, and businesses achieve their financial goals.

In recognition of his exemplary service, Dae has received prestigious accolades, including being named Forbes' "Best-In-State Top Financial Security Professionals" in both 2022, 2023, and 2024. Forum recognition through Northwestern Mutual that only the top 1% of advisors achieve. These awards underscore Dae's expertise, integrity, and commitment to providing exceptional financial security solutions to his clients.

Born and raised in Maryland, Hiren Patel has deep roots in the community. He pursued his education at the University of Maryland, graduating with a degree in business and accounting. Currently residing in Laurel with his wife Dipti and their two children, Meera and Niam, Hiren balances his professional life with a passion for sports, travel, and philanthropy.

Personal Interests

Outside of work, Hiren is an avid sports enthusiast, finding joy in playing basketball, golfing, and passionately supporting local teams like the Terps, Ravens, and Orioles. His commitment to community service is evident through his active support of organizations such as Alex's Lemonade Stand Foundation, American Heart Association, American Diabetes Association, Friends of Sparsh, and his alma mater, the University of Maryland.

Professional Journey

Hiren began his career as a CPA specializing in financial auditing and public accounting. In 2015, he shifted his career with Northwestern Mutual as it provided a platform to pursue his passion which included educating successful individuals and business owners around tax-efficient wealth building strategies and wealth transfer strategies.

Professional Accreditations

Hiren's commitment to excellence is reflected in his extensive credentials, including being a Retirement Income Certified Professional (RICP®), a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®), and a CERTIFIED FINANCIAL PLANNER™ Professional. These qualifications underscore his dedication to staying at the forefront of his field and providing informed, tailored financial solutions to his clients.

Connect with Hiren Patel

Whether you're seeking retirement planning, investment strategies, or comprehensive financial guidance, Hiren Patel is ready to assist. Contact him today to schedule a consultation and embark on a path toward achieving your financial goals with a trusted advisor by your side.

Partner with Hiren Patel at Northwestern Mutual to help safeguard your financial future and pursue your dreams with confidence.

Originally from Suwon, South Korea, MJ Choe moved to Hampton Roads, Virginia at a young age. She embarked on an academic journey at the University of Virginia, where she majored in Electrical Engineering with minors in Robotics and Communications, showcasing her dedication to technical expertise.

Professional Journey

MJ's relationship with Northwestern Mutual began as a client of Dae Yoon's, which sparked her interest in the financial services industry. Ten years ago, she joined Dae Yoon's team as an Associate Financial Representative. Over the years, MJ's role has evolved, and she now serves as the Admin & Director of Investment Operations & Services at Yoon Patel Wealth Partners. Her meticulous approach and leadership ensure that investment operations run smoothly and effectively to support clients' financial goals.

Personal Life

In her personal life, MJ finds joy in spending time with her family and friends. She and her husband are dedicated parents to five children, enriching her life with a vibrant family dynamic. While MJ used to enjoy playing tennis and volleyball, her current focus remains on nurturing her growing family and enjoying quality time together.

Thomas Kim brings a diverse background and a strong commitment to learning and growth in the financial services industry.

Personal Background

Born in Silver Spring, MD, and raised in Columbia, MD, Thomas has deep ties to the local community. He pursued his education at the University of Nevada, Las Vegas, majoring in Hospitality Management. After spending several years in Las Vegas, Thomas returned to Maryland in 2024 to further his career in financial services.

Professional Journey

Thomas joined Yoon Patel Wealth Partners in April 2024 as an Associate Financial Representative. His current focus is on assisting clients with insurance solutions alongside Sung Cadd. Thomas is driven by a desire to learn and grow within Northwestern Mutual, with aspirations to transition into an advisory role under the mentorship of industry leaders like Dae Yoon and Hiren Patel.

Personal Interests

Outside of his professional pursuits, Thomas enjoys staying active through golf, basketball, and running. He values quality time spent with family and friends, fostering meaningful connections and enjoying life's moments.

Sung Cadd's journey with Northwestern Mutual and Yoon Patel Wealth Partners reflects a deep-rooted connection and commitment to financial security and client relationships.

Personal Background

Originally from Daegu, South Korea, Sung moved to Maryland at a young age with her family. She pursued her education at the University of Maryland, where she earned a Bachelor of Science in Biological Sciences. Sung's academic background demonstrates her dedication to learning and understanding complex subjects, a quality she brings to her role in financial services.

Professional Path

Sung's introduction to Northwestern Mutual began as a client, highlighting the trust and rapport built with advisors like Dae Yoon and his team. In January 2024, Sung officially joined Yoon Patel Wealth Partners as an Associate Financial Representative. Her focus lies in assisting clients with insurance solutions, leveraging her attention to detail and client-first approach to support their financial needs.

Personal Interests

Outside of her professional endeavors, Sung finds fulfillment in various hobbies. She enjoys exploring culinary delights through cooking and trying new foods. Sung's adventurous spirit extends to her love for travel and appreciation for the outdoors, allowing her to embrace new experiences and cultures.

Born and raised in Baltimore, MD, Jason Dansicker has deep roots in the local community. He graduated from Towson University with a major in Business and Economics, laying the foundation for his successful career in financial services.

Professional Journey

Jason has dedicated over 20 years to Northwestern Mutual, beginning as a Financial Advisor. His career path evolved as he discovered his passion for financial planning services. Jason's expertise lies in building comprehensive financial plans for some of Northwestern Mutual's top advisors, helping them and their clients achieve their financial goals with precision and foresight.

Personal Interests

Outside of his professional pursuits, Jason finds joy in various activities. He is an avid tennis player, enjoys exploring new culinary experiences, and stays updated with the latest in entertainment through shows and movies. Jason is also interested in following and learning about emerging financial trends and technologies.

Originally from New York, Anthony, also known as Tony, has pursued a diverse and fulfilling path to his current role at Northwestern Mutual. After graduating from the University of Washington with a Bachelor of Science in Environmental Sciences, Tony served in the Army before transitioning to a career in financial services.

Professional Journey

Tony has been an integral part of Northwestern Mutual's Financial Planning Services team for the past 3 years. His role involves crafting meticulous financial plans for some of the firm's top advisors, leveraging his analytical skills and dedication to help clients achieve their financial goals.

Personal Interests

Outside of work, Tony values spending quality time with his wife. He finds joy in outdoor activities and has a passion for exploring different cultures through travel.