Tom Weilert is a Partner and Wealth Management Advisor at WWA. 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, WWA Integrated Wealth Strategy Group, 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 at WWA where she has been working for the last 11 years. She is a graduate of the College of the Holy Cross and holds a Master’s in Education from the University of North Texas.
Kathleen is an Insurance Agent with Northwestern Mutual and a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6 and 63 registrations and her Life, Accident & Health Insurance license. Kathleen specializes in helping families prepare for the future while living in the now.
Kathleen and her husband Bob have been happily married for 24 years, and they have two children, Maggie and Bobby. Kathleen is an active member of the St Rita Catholic Church Community, and she also serves on the Board of Directors at St Mary of Carmel.
Chad Armstrong is a Partner and Wealth Management Advisor with WWA Integrated Wealth Strategy Group. 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.
Tom Wunderlick rejoined WWA Integrated Wealth Strategy Group 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 families.
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.
David Travis is a principal at WWA Integrated Wealth Strategy Group. 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 WWA Integrated Wealth Strategy Group. 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.
Jason is a Partner and Wealth Management Advisor with WWA. Jason is a Licensed Insurance Agent with Northwestern Mutual and Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6, 7 and 63 registrations. He also holds the CERTIFIED FINANCIAL PLANNER™ professional certification.
Jason began his career in financial planning in 2009 with Northwestern Mutual upon graduating from Texas A&M University. He specializes in working with individuals and small business owners to create comprehensive financial plans that encompass their business and personal assets while understanding the complex relationships between them both. Directly from Jason: “I strive to manage and conquer the financial challenges that my clients and their business may face so that they can focus on life and family."
Jason is married to Whitney and they have two children. He grew up in Victoria, TX and he and his family now reside in Waxahachie, TX where they are active in the community and members of Stonegate Church. His outside interests include memberships in: Dallas Safari Club, Safari Club International, Waxahachie Chamber of Commerce, and Ellis County Ducks Unlimited.
In his free time he loves being with his family, Aggie sports, cooking, and enjoying the outdoors. 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.
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 investment accounts.
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).
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.
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.
Sally joined WWA Integrated Wealth Strategy Group 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.
Holley Black joined WWA Integrated Wealth Strategy Group 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.
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.
Gayle joined WWA Integrated Wealth Strategy Group 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 her family.
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 and friends.
Ali joined WWA Integrated Wealth Strategy Group 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.
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 fan.