Tom Weilert is a Partner and Wealth Management Advisor at WWA. His primary focus is on designing and implementing 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 2 grandchildren. 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.

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.

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.

Kaito joined WWA in June of 2023. Most recently, Kaito was a Financial Advisor with Northwestern Mutual’s Dallas Network Office for 2.5 years, as well as a Member of the Asian American – Pacific Islander resource group. He maintains his SIE, Securities Series 6 and 63 registrations, and his Life, Accident and Health Insurance license. Kaito maintains his own advising practice under the mentorship of our WWA Partners. His practice consists of business owners and clients of all life stages, and he has a distinct passion working with second-generation immigrants.

Kaito’s focus is on supporting clients throughout the planning process, while also assisting in the daily operations of WWA’s Case Prep Team.

Kaito lives in Plano, TX with his Australian Shepherd, “Doc.” He graduated from Colorado State with his B.S. in Economics in May 2020, and following graduation, made his move to the Lone Star State. When he’s not working, Kaito loves to play golf and compete in bass fishing tournaments. 

Linda is a Lead Advisor with WWA and plays an integral role in managing our clients' accounts. She assists with portfolio design and is deeply involved in 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.

Carson Buell joined WWA with Mike Crossley in May of 2024. Carson has worked in private client wealth management his entire career, starting as a file clerk for Mike at Morgan Stanley, and working his way up the ranks to an equal partner today. As a Registered Representative of Northwestern Mutual, Carson holds his Series 7 and 66 registrations and his Life, Accident, and Health Insurance License.

Carson graduated from Rollins College in Winter Park Florida with a degree in Economics as well as a Master’s in Business Administration with concentrations in Finance and Entrepreneurship. He received these degrees as a student in the 3/2 accelerated business management program, where he graduated with an BA and MBA in years. During Carson’s time at Rollins College, he was a 4 year member of the Rollins Lacrosse team, 2 year captain, and named the 2015 season MVP.

Carson has been married 3 years and has 1 daughter.

Will joined WWA Integrated Wealth Strategy Group in January 2019. He is a Financial Representative licensed in various states for Life, Accident, and Health Insurance. His mission is to help clients attain financial security for their families through wealth building and risk management. Previously, Will served as the VP of Sales at BuiltRite Solutions, a wholesale partner of The Container Store in Arlington, TX. He has a B.A. in History from Southern Methodist University in Dallas.

Will resides in Dallas with his wife, Drew, and their chocolate lab, Blue. He enjoys fishing, watching Notre Dame and Dallas Cowboys football, listening to live music, and spending time with his huge extended family.

Madison is a Financial Advisor with WWA. She is a Licensed Insurance Agent with Northwestern Mutual and Registered Representative of Northwestern Mutual Investment Services, LLC maintaining securities Series 6 and 63 registrations.

Madison began her financial planning practice with Northwestern Mutual in 2017 upon graduating from University of North Texas.

Madison has a passion for working with individuals and closely held business owners nationwide. Her first focus is on the relationship with the client, creating an understanding of the their deepest wishes around personal and professional planning.

Madison achieved the position of top 10 female advisors under 5 years in business nationwide within Northwestern Mutual. She takes pride in understanding the client and their unique planning needs, sometimes daring to dream goals up for the first time, and empowering them to succeed through realistic course of action. In her spare time, she enjoys running, caring for her rescue puppy, Sage, and spending time with friends and family.

Michael Crossley and his team joined WWA in May of 2023. Mike began his finance career in 1959 where he worked on the bond trading desk of Salomon Brothers and Hutzler in New York. He moved to wealth management in the late 70’s when he was tasked with opening the Dallas Galleria branch of Merrill Lynch and served as the manager of 50 advisors. For the last 40 years, Mike has worked closely with his clients as a portfolio manager where he specializes in equity and fixed income due diligence, and individually curated asset allocation, as well as financial planning.

Mike has been married to his wife for 30 years, has 4 children, 7 grandchildren, and 1 great grandchild. Additionally, Mike is on the board to TITAS, an organization that entertains, educates, and inspires by curating and commissioning extraordinary dance and performance art from around the world.

Dena joined WWA in January 2023 as a full time Financial Representative. Most recently, Dena was with New York Life for almost 5 years as a Financial Representative. She maintains Securities Series 6 and 63 registrations and her Life, Accident and Health Insurance license in various states. Dena’s background lies in financial planning, as well as estate planning with hoteliers, business owners, and entrepreneurs. She is passionate about empowering her clients through education throughout her planning process. Dena’s expertise lies in succession planning, not only for businesses, but also creating strong financial legacies for families for generations to come. 

Dena and her two children live in McKinney, TX. During her free time, she loves to play with her daughter’s puppy, travel to unique places, enjoy time with her family, and loves intense workouts. She volunteers with her local community throughout the year with different organizations, such as the Dallas Chapter of TiE.

Jonathan joined WWA Integrated Wealth Strategy Group in August 2019 as a Financial Representative Assistant. He is licensed in Texas for Life, Accident, and Health. Jonathan’s focus is on assisting clients throughout the planning process. He also helps to build and manage qualified retirement plans. Prior to working for WWA, Jonathan graduated with a B.S. from Baylor University, in Waco, TX. He resides in Flower Mound, and enjoys cooking, skiing, and scuba diving. He is also an avid New York Yankees fan.

Todd Braden serves as Director of Planning Services for WWA. He joined WWA in November of 2016 as an Investment Operations Assistant. He transitioned to his current role in January of 2020. Todd works with business owners to reduce their fiduciary responsibility and improve the retirement outcomes of their people. He mainly focuses on 401k/Qualified Plans.

Todd began his career in 2012 after graduating from the Texas State University with a BBA in Finance. Todd is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Series 7, 63, 66 and Life, Accident, and Health General Lines Insurance Licenses. Todd and his wife Shelbie love to travel and spend time with family.

Barrett joined WWA in September 2023 as the Planning Manager. He graduated from the University of Arkansas with his B.B.A. in Finance and Economics in May 2022. Most recently, Barrett worked for Cushman & Wakefield in Arkansas as a Financial Analyst. He maintains his Life, Accident and Health Insurance license. His focus is on working with business owners to improve the retirement outcome of employees through servicing qualified retirement plans, while also assisting in the daily operations of WWA’s Qualified Planning Team.

Barrett lives in Dallas, TX. During his free time, he loves to play golf, go boating on Lake Athens, and visit his dogs Buddy & Bonnie. He’s a big fan of the Dallas Cowboys and enjoys watching any SEC football (but especially his Razorbacks). Barrett loves traveling and his favorite place to visit thus far has been Munich, Germany.

Sally earned a Bachelor of Arts in Economics & Finance from the University of Texas at Dallas where she graduated Magna Cum Laude. She worked in real estate and B2B Sales before laying down her roots at WWA in 2017. Since being here, Sally has had the opportunity to work in almost every department, giving her a comprehensive understanding of how all the facets of WWA function together. She now helps oversee and optimize the day-to-day operations of the firm. Sally holds her Series 7 and 63 Licenses, as well as her Life, Accident and Health General Lines Insurance Licenses. She resides in Sunnyvale, TX with her Cajun husband Jamal, and 3 children, twin boys Elijah and Noah, and the queen of the house, their daughter Zoey.  When they are not hard at work, Sally and Jamal enjoy traveling to multiple countries, spending time with family, and having date nights around town.

Courtney has been a native of Texas for over 40 years. She graduated from Texas Tech University with a B.B.A. in Marketing. Courtney brings over 25 years of Marketing and Sales experience to the team. Currently she handles all team marketing and branding efforts. This includes creating and maintaining marketing materials, managing our social media platform, and streamlining content for our website. She also helps to oversee client relations.

Courtney resides in Lewisville, TX with her husband, Shad. Her two daughters, Reese, 21, and Ryder, 18, reside in Oxford, Mississippi where they attend The University of Mississippi. Courtney’s hobbies include distance running, fitness training, home decorating, jewelry making, and spending time with her family and friends.

Maggie is an Associate Financial Representative at WWA. Her focus is being the first person to welcome our clients into our office, superb customer experience, and making sure our office is running like a well -oiled machine. She helps as a liaison between the different teams, the partners, and our clients. Maggie first jointed WWA as an Operations Assistant in February of 2018. She maintains her Life, Accident and Health Insurance License.

Maggie attended Texas Tech and currently lives in Grapevine with her two dogs, Baxter and Boomer. She is an avid sports fan and enjoys spending time with her three grown children. In her spare time, she enjoys staying active physically, traveling, and spending time with family and friends.