Tom Weilert is a Partner and Wealth Management Advisor with Weilert Wunderlick Armstrong. His primary
focus is on the design and implementation of comprehensive retirement income distribution and
estate plans. Tom began his career at Northwestern Mutual in 1980.
Tom graduated from the University of Texas at Austin with a Bachelor of Science degree in Social
Sciences and also received a Bachelor of Science in Physical Therapy from the University of Texas
Health Science Center. Tom is a Registered Representative of Northwestern Mutual Investment Services,
LLC maintaining securities Series 6, 7, 63 and 65 registrations and his Life, Accident &
Health Insurance license. Tom holds the Chartered Life Underwriter, Chartered Financial Consultant,
and Retirement Income Certified Professional designations.
Tom has received numerous industry awards for production and consistency. Tom is one of Northwestern
Mutual's Top 20 all-time career production leaders among active representatives. He has been
a leader in the industry and Northwestern Mutual in helping develop the formation of multi-generational
plans in the Wealth Management process for families. The firm, Weilert/Wunderlick/Armstrong,
was specifically designed to carry out the implementation of his client's plans, as well
as the other partners, for the next 30-40 years.
Tom has been married for over 35 years, has 3 children and 1 grandchild. Tom has been active in the
Boy Scouts of America for over 20 years, St. Monica Catholic Church, a volunteer basketball coach
for over 15 years, and is a member of the Knights of Columbus.
Kathleen Wunderlick is a Partner and Financial Advisor with Weilert Wunderlick Armstrong. She began
her career at Northwestern in 2007.
Kathleen graduated from Holy Cross in Worcester, MA. She is an Insurance Agent with Northwestern
Mutual and Registered Representative of Northwestern Mutual Investment Services, LLC maintaining
securities Series 6 and 63 registrations and her Life, Accident & Health Insurance license.
Chad Armstrong is a Partner and Wealth Management Advisor with Weilert Wunderlick Armstrong. His
primary focus is protecting his client's families and businesses through estate planning
and financial planning.
Chad graduated from Baylor University with a BBA in Finance and Texas A&M University with a MS
in Finance. Chad is an Insurance Agent with Northwestern Mutual and Registered Representative
of Northwestern Mutual Investment Services, LLC maintaining securities Series 7, 63 and 66 registrations
and his Life, Accident & Health Insurance license. Chad holds the CERTIFIED FINANCIAL PLANNER™
certification, as well as the Chartered Life Underwriter, Chartered Financial Consultant, and
Accredited Estate Planner designations.
Chad has received numerous industry awards for production and consistency.He has ranked in the Top
5% of Northwestern Mutual’s field force for the last several years.
Prior to joining Northwestern Mutual Chad served seven years as an officer in the US Navy as a SEAL.
He is married to Julie and they have four children. Chad and his family all enjoy outdoor activities,
and he enjoys competing in 100 mile running races.
Jason is a Partner and Financial Advisor with Weilert Wunderlick Armstrong. Jason is an Insurance
Agent with Northwestern Mutual and Registered Representative of Northwestern Mutual Investment
Services, LLC maintaining securities Series 6, 7 and 63 registrations and his Life, Accident
& Health Insurance license. He also holds the CERTIFIED FINANCIAL PLANNER™ professional
Jason specializes in creating comprehensive financial plans for his clients encompassing their business
and personal assets while understanding the complex relationships between them both. Jason has
been a NAIFA Quality Award Winner from 2013-present and was also recognized for leading the Northwestern-Dallas
office with under 5 years’ experience in Investment Products and Services Commissions in
the calendar years 2012 & 2013.
Jason began his career in financial planning in 2009 with Northwestern Mutual upon graduating from
Texas A&M University where he earned a Bachelor of Science in Leadership and Development
with a Minor in Business Administration. Jason married his wife Whitney in 2011 and they have
two children, Jensen and Blair. Jason grew up in Victoria, TX and he and his family now reside
in Waxahachie, TX where they are members of Farley Street Baptist Church.
His outside interests include memberships in: Dallas Safari Club, Safari Club International, and
Ellis County Ducks Unlimited. He is also a big supporter of Waxahachie Junior Service League
and Team Connor Cancer Foundation.
Jason is an avid hunter (bowhunting especially) and helps manage his family's trophy exotic game
and whitetail hunting ranches in the Texas hill country. He has been hunting since the age of
3 and is extremely passionate about the hunting industry as a whole.
Jill joined Weilert Wunderlick Armstrong in February 2016 and will focus all of her attention on
developing the operational efficiencies of the firm. Previously, Jill served as Manager of Operations
for The Container Store at the company’s headquarters in Coppell, TX. Jill was born and
raised in the college town of Hamilton, New York. She went on to receive a BA in Political Science
from Union College in Schenectady, New York and received a Masters in Education from Columbia
University. Professionally, Jill earned the certification of Senior Professional in Human Resources.
Jill has over 20 years of experience focused in the areas human resources, education, entrepreneurship,
non-profit management, and business planning and operations. She is an avid skier and loves to
travel and cook. She is also the #1 fan for her husband’s football team and of her two
growing athletes, Joey and Mia. Jill and her family reside in Southlake, Texas.
Linda is the Director of our Investment Operations and plays an integral role with the management
of our clients' accounts. She assists greatly with the portfolio design and is heavily involved
with building a personal relationship with our investment clients. Linda joined our team in September
of 2009. She has over 30 years of experience in the Private Wealth Management business from a
leading investment bank. Her vast knowledge and experience in the investment industry is a great
asset to our team. Please feel free to contact her with anything you might need regarding your
Linda and her husband, Chris, live in Arlington, TX. They have 3 children and 3 grandchildren. Linda
enjoys her volunteer work for her church and the local food pantry as well as being a grandparent.
Linda holds her Texas State Insurance: Life, Health, Disability, Long Term Care. She is a Registered
Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series
7 and 66 licenses. Linda holds the RICP® designation.
Donna joined our team in July of 2005. As the Director of Insurance Services for WWA, she focuses
on assisting clients through the underwriting process by coordinating the various aspects of
the underwriter's review. Donna also manages and oversees that client requests and questions
regarding policy owner services are handled with accuracy and expertise.
Donna relocated to Texas in 2004 from Pittsburgh, PA and has 15+ years in the insurance services
industry. She is licensed in Texas for Life, Health & Disability as well as a Registered
Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series
6 and 63 licenses.
Contact Donna for any of the following:
Assistance with the underwriting process of new contracts.
Scheduling insurance examinations.
Questions or concerns about your policies (address, billing or policy changes).
Gayle joined the Weilert Wunderlick Armstrong team in March of 2012, as Tom's Personal Assistant.
Gayle now serves as Tom’s Financial Coordinator. Her focus is to assist with the review of existing
policies and client accounts. Gayle is active in the client wealth building process, retirement
income planning and the estate planning process.
She has her BBA in Business Administration with a focus on Accounting from the University of Texas
at Arlington. Gayle lives in Irving with her husband, Russell, and their two dogs. She is active
in her church and enjoys crafts such as ceramics, embroidery, crocheting and spending time with
Associate Financial Representative for Chad Armstrong
Becky Gosh is an Associate Financial Representative supporting Chad Armstrong in the Dallas office.
She is licensed in Texas for Life, Accident and Health. Her focus is on case preparation and
scheduling, the underwriting process as well as providing high a level of service to our clients.
Becky joined the team in 2010 (her second tour at Northwestern Mutual) and has a total of over
16 years in the insurance and financial planning industry.
Becky lives in Rockwall, TX with her husband (and high school sweetheart) Guy. They have 2 grown
children. Becky and Guy spend much of their free time on their farm in Winters, TX. It has been
in her family for over 100 years! Becky loves to travel, sew, read and spend time with family
Heather joined our team in March of 2016. She is Jason Bang’s Associate Financial Representative,
licensed in Texas for Life, Accident, and Health. Heather focuses on assisting clients throughout
the planning process as well as managing requests and questions from clients regarding their
existing policies and accounts. She also assists Jason with marketing strategies and growing
potential client relationships. Heather previously worked as an accountant and has over 6 years
of accounting background. Heather lives in Waxahachie, TX with her Fiancé Tim and her
two children, Kye and Abrielle. Heather enjoys spending time with her family and traveling. She
is also a supporter and volunteer for the Waxahachie Youth Baseball Association in which her
two children play baseball. Heather and Tim are season ticket holders of the Dallas Mavericks
and enjoy cheering on the team at home games.
Mallory Fritzel began serving on our team as an Investment Operations Assistant in September of 2016.
Her contributions consist of new account opening and trading for our clients, as well as creating
proposals for clients transitioning into private wealth management services. Mallory enjoys discovering
efficient ways to take care of our clients’ complex investment needs, and sharing that
knowledge with colleagues throughout the firm. Mallory began her financial services career in
2013 completing her MBA with Texas Christian University, and then went on to utilize her Series
7, 63, at TD Ameritrade.
Holley Black joined Weilert Wunderlick Armstrong in August of 2016. Her focus is on client wealth
building, retirement income planning and the estate planning process. Assisting in the review
of existing policies and client accounts, Holley is part of the WWA Case Prep team. She has a
BBA in Finance from Texas A&M University. Holley is licensed in Texas for Life, Health and
Disability. She enjoys running, horseback riding and spending time with family.
Ali joined the Weilert Wunderlick Armstrong team in November 2016 as the Marketing Coordinator. Ali’s
focus is event planning, client engagement and the communication efforts of the firm. In addition,
she directs branding, advertising and website development. Prior to working for WWA, Ali was
the Marketing Director for a boutique consulting firm in Farmington Hills, MI. Ali holds a B.A.
from the Florida State University, Tallahassee, Florida. She resides in Frisco with her husband
Kyle and daughter Ava. They enjoy traveling, concerts and football season.
Todd Braden began serving on our team as an Investment Operations Assistant in November 2016. Todd
really likes discovering efficient ways to take care of our clients’ complex investment needs,
and sharing that knowledge with colleagues throughout the firm. He works directly with Linda
Beck and Mallory Fritzel, while focusing on the client’s all-inclusive financial plans. Todd
began his career in 2012 after graduating from the Texas State University – San Marcos with a
BBA in Finance. Todd currently holds his Series 7, 63, 66 and Life, Accident, and Health General
Lines Insurance Licenses.
In his spare time you can usually see Todd on the golf course, attending sporting events, or going
to live shows.
Sally joined the Weilert Wunderlick Armstrong team in June 2017. She is a Financial Coordinator,
licensed in Texas for Life, Accident, and Health. Her focus is on client wealth building, retirement
income planning and the estate planning process. Sally is part of the WWA Case Prep team and
assists in the review of existing policies and client accounts. Previously, Sally served as Business
Solutions Supervisor for The Container Store at the company’s headquarters in Coppell, TX. She
has a B.A. in Economics & Finance from University of Texas at Dallas and graduated Magna
Cum Laude. She resides in Sunnyvale, TX with her husband Jamal and twin toddlers Elijah and Noah.
Sally and Jamal enjoy spending quality time with their boys, and equally enjoy date nights with
just the two of them.
David Travis is a principal at Weilert Wunderlick Armstrong. He began his career with Northwestern
Mutual as a college intern. David is a graduate of Murray State University where he completed
a BS and Master's degree. David holds the Chartered Life Underwriter and Chartered Financial
Consultant designations. David first qualified for the Million Dollar Round Table during his
senior year in college and several times subsequently.
David and Vickie have been married for over thirty years and have two daughters, Kelley and Amy.
Amy, a Samford University graduate, is married to Simmons Pankey and they live in Birmingham,
AL. They have two sons, Travis and Collin. Kelley graduated from Georgetown College and earned
her law degree from Cumberland School of Law at Samford University. She and her husband, Allen
Sullivan, also an attorney, live in Dallas. Vickie serves on the Board of Regents at Murray State
University, in addition to being active in church and other community interests.
Joe Fallon is a Principal and Wealth Management Advisor with Weilert Wunderlick Armstrong. Joe joined
Northwestern Mutual in 1980 and is based in Sherman, TX. Joe’s mission is to help clients attain
financial security for their families and businesses. Joe graduated from Southern Methodist University
(SMU) and holds a BBA in Business. Joe holds the CERTIFIED FINANCIAL PLANNER™ certification, as well as the Chartered Life Underwriter, and Chartered Financial Consultant.
Joe has been with Northwestern since graduating from college. He spent the first 17 years in the
Dallas office before moving back to his hometown. Joe is married to Bonnie and has two adult
children. Joe enjoys golf and most things outdoors.
Tom Wunderlick rejoined Weilert Wunderlick Armstrong in the Spring of 2017. Tom had previously spent
15 years with Northwestern Mutual working with Tom Weilert before leaving to start several successful
companies. Tom understands first hand the many challenges business owners face. His mission is
to provide guidance and help clients and business owners attain financial security for their
Tom and his wife Joy have been married for over 25 years. They have three children; Tommy, John and
Sarah. Tommy and John both attend the University of Oklahoma. Sarah is a graduate of TCU and
resides in Austin.
Cindy has been Joe Fallon’s Associate Financial Representative since 2004. She is licensed in Texas
for Life, Accident and Health. Her focus is on assisting clients throughout the planning process
as well as managing requests and questions from clients regarding their existing policies and
accounts. She also works with Joe on growing potential client relationships.
Cindy lives in Pottsboro, TX on Lake Texoma with her husband Bob and her two cats, Buddy and Belle.
Cindy enjoys her 8 grandkids, traveling and boating on the lake. She is also an avid Cowboys
Sheila joined the Weilert Wunderlick Armstrong team in August 2017 and has been working in the Financial
arena for 15 years. She is a Financial Coordinator and personal assistant to Tom Weilert, and
holds her Texas State Insurance: Life, Health, Disability, and Long Term Care. She also maintains
her Series 6 and 63 licenses.
Born in Sao Paulo, Brazil and raised in Boston, Massachusetts, Sheila graduated with a Bachelors
in Science from Suffolk University. She lives with her husband Kyle in Grapevine, Texas. They
have 5 sons, 3 grandsons, and a granddaughter.
In her spare time, Sheila loves to cook, cycle, spend time with her family, and encouraging others.
1303 W Walnut Hill Ln
Ste 200 Irving, TX75038-3017
Depending on the products and/or services being recommended or considered, refer to the
appropriate disclosure brochure for important information on the Northwestern Mutual
Wealth Management Company, its services, fees and conflicts of interest before
investing. To obtain a copy of one or more of these brochures, contact your
Weilert Wunderlick Armstrong is a marketing name for Tom Weilert, Kathleen Wunderlick, Chad Armstrong, and Jason Bang, in their capacity as a representative of Northwestern Mutual and is not a legal business name. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Tom Weilert, Kathleen Wunderlick, Chad Armstrong, and Jason Bang are Insurance Agents of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI, (long-term care insurance) a subsidiary of NM, and Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS) (securities), a subsidiary of NM, broker-dealer, registered investment adviser, member FINRA (www.finra.org) and SIPC (www.sipc.org). Representatives of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI (fiduciary and fee-based financial planning services), a subsidiary of NM and federal savings bank. All NMWMC products and services are offered only by properly credentialed Representatives who operate from agency offices of NMWMC. There may be instances when these agents represent companies in addition to NM or its subsidiaries.
The products and services referenced are offered and sold only by appropriately
appointed and licensed entities and Network Representatives. Network Representatives
and their staff might not represent all entities shown or provide all the services
discussed on this Web site. Not all products and services are available in all states.
Tom Weilert, Kathleen Wunderlick, Chad Armstrong, and Jason Bang are primarily licensed
in Texas and may be licensed in other states.
Tom Weilert: AR License No. 564264 | CA License No. 0790493
Kathleen Wunderlick: CA License No. 0119010
Chad Armstrong: AR License No. 8002275 | CA License No. 0F25565
Jason Bang: CA License#: 0K23124
*Certified Financial Planner Board of Standards Inc. owns the certification marks
CFP®, CERTIFIED FINANCIAL PLANNERTMand CFP® (with flame design) in the U.S., which it awards
to individuals who successfully complete CFP Board's initial and ongoing