Our Team

 

Tom Weilert , CLU®, ChFC®, RICP®

Partner

Office 972-518-3001


tom.weilert@nm.com

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Kathleen Wunderlick , M.Ed.

Partner

Office 972-518-3001


k.wunderlick@nm.com

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Chad Armstrong , CFA®, CLU®, ChFC®, CFP®, AEP®

Partner

Office 972-663-7313


chad.armstrong@nm.com

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David Travis , CLU®, ChFC®

Principal

Office 270-753-4140


david.travis@nm.com

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Joe Fallon , CFP®, CLU®, ChFC®

Principal

Office 903-892-3323


Office 972-219-4722


joe.fallon@nm.com

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Jason Bang , CFP®

Partner

Office 972-937-9300


jason.bang@nm.com

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Karen Wilund , CPA, M.S.T.

Principal

Office 972-518-3001


karen.wilund@nm.com

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David Adamson

Director of Investments

Office 972-518-3001


david.adamson@nm.com

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Linda Beck , RICP®

Director of Retirement & Income Planning

Office 972-518-3001


linda.beck@nm.com

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Dave Seeds Jr

Portfolio Advisor

Office 972-518-3001


david.seeds@nm.com

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Todd Braden

Financial Representative

Office 972-518-3001


todd.braden@nm.com

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Mallory Fritzel

Investment Operations Manager

Office 972-518-3001


mallory.fritzel@nm.com

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Elton Skipper

Associate Financial Representative

Office 972-518-3001


elton.r.skipper@nm.com

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Sally Smith

Associate Financial Representative

Office 972-518-3001


sally.a.smith@nm.com

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Holley Black

Associate Financial Representative

Office 972-518-3001


holley.black@nm.com

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Heather Larkin

Associate Financial Representative

Office 972-937-9300


heather.larkin@nm.com

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Gayle Averitt

Administrative Assistant

Office 972-661-9888


gayle.averitt@nm.com

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Becky Gosh

Associate Financial Representative

Office 972-661-9888


rebecca.gosh@nm.com

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Ali Valero

Marketing Coordinator

Office 972-518-3001


alison.valero@nm.com

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Cindy Lenert

Associate Financial Representative

Office 903-892-3323


cindy.lenert@nm.com

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Maggie Gillen

Administrative Assistant

Office 972-518-3001


margaret.gillen@nm.com

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