Hear what our clients are saying about what we do:
“Regina and I began working with David over 20 years ago when I started my career in Kentucky. The financial stability and reputation of Northwestern Mutual led us to choose them for our needs to provide for the family if disability or death were to occur. For many years, we bought the philosophy of brokers to keep insurance products separate from investments. A strategy that only focused on investing in a "diversified" portfolio left us with great anxiety when we experienced the bursting of the technologic and housing bubbles. Our brokers solution was to decrease our expectations and plan to work longer.
When David affiliated with WWA, their approach included asset growth using traditional investments with the flexibility of our life insurance products while considering college savings, retirement distributions and legacy planning as an individualized composite financial picture. From the first meeting with WWA we have enjoyed a personal approach specific to our goals. Tom has been able to help us navigate and understand the complexities of our changing financial picture. Linda has been readily available whether we need information about the big picture or life's little curveballs. David's patient and tireless commitment to my family has earned our respect and friendship. They truly are what they say they are. Peace at Last!!!”
Donald & Regina Spicer – Paducah, KY
“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
“I have engaged Karen as the TPA and asset manager for several of my corporate clients. Karen is highly knowledgeable and diligent. Our experience has been wonderful. Timeliness is a strong attribute for Karen. If you want it done right and on time, there is no better person.”
Charles Thal, Vice Chairman at Business Bancshares, Inc.
“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 workwith 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, Orthopedic Surgeon and Homemaker - Victoria, 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, Athletic Director and Physical Therapist - Waxahachie, 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.”
Brandon and Valerie Henderson, Oil & Gas Sales and Attorney - Houston, TX