Hear what our clients are saying about what we do:
“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 DanielVictoria, 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 HendersonHouston, 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 ReedWaxahachie, TX