Hear what our clients are saying about what we do:
“Passion, knowledge, and character is what makes a truly great financial advisor. Tom and his team are fantastic. We have complete confidence in their oversight and guidance. It has been particularly reassuring to work in partnership with WWA to grow our estate and set a foundation for our legacy. Their dedication and professionalism set them apart from the competition. We recommend them whole-heartedly.”
Tom Cooksey - Dallas, TX
“I have changed in age, family status, growing my career and now going into retirement. What I have loved about the past 25 years of my relationship with WWA is they have provided me with a sense of relief in planning for my future. They have stayed in frequent contact to be able to anticipate what needs would be there and have offered guidance and multi-generational support for my family members as well. We’re now at a point of doing legacy planning. It’s been a huge relief to rely on WWA’s knowledge and expertise.”
Roy Kruesel - Dallas, TX
“We met with Tom and Jason and were impressed from the get-go. We had been looking for someone to create a cohesive plan for us using all the moving pieces of our financial world. We have developed a wonderful relationship and friendship with the Weilert Wunderlick Armstrong team, and Linda has been an absolute jewel in helping Melissa navigate the different areas. It is important to us knowing that there is a multigenerational firm in place so not only are Tom and Jason taking care of us now, but Jason will be there to work with our children. They've never pushed us on anything we didn't need, and we trust them completely. We tell everyone we know to use the WWA team and cannot recommend them enough.”
Dr. Charles and Melissa Daniel - Victoria, TX
"We became friends with Jason before becoming clients. We were interested in financial planning for ourselves, and it is nice to deal with someone our age. After our first meeting, it is clear he is very educated and enthusiastic about securing the right plan for us, and we know that Northwestern Mutual has been a reputable company for years. Jason listened to what we wanted and everything he has recommended has been a good fit for us. He has never pushed anything and we consider him a trusted partner on all financial decisions we make. Anyone who asks us, we tell them to call Jason. He's the guy."
Charles and Valerie Henderson - Houston, TX
“We were excited to meet with a planner who was local, accessible and clearly very committed to his clients. We trusted Jason from the beginning and his passion for his work is contagious. His work ethic is admirable and he always explains in great detail what is best for us and is persistent in his follow through. Jason is very professional in our meetings, but also adds a nice personal touch to his planning and follows through on what he says he's going to do. It's nice for us to have all our pieces within one comprehensive plan to know where we're at and where we're going. We highly recommend him.”
Greg and Amy Reed - Waxahachie, TX
The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that are provided by Northwestern Mutual Investment Services, LLC (NMIS) or a financial advisor of NMIS. The advisor is not a financial advisor of NMIS.