Our Team

 

Tom Weilert , CLU®, ChFC®, RICP®

Partner

Office 972-518-3001


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Kathleen Wunderlick , M.Ed.

Partner

Office 972-518-3001


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

Partner

Mobile 214-228-5117


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Tom Wunderlick

Partner

Office 972-518-3001


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David Travis , CLU®, ChFC®

Principal

Office 270-753-4140


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Joe Fallon , CFP®, CLU®, ChFC®

Principal

Office 903-892-3323


Office 972-219-4722


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Jason Bang , CFP®

Partner

Office 972-937-9300


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Karen Wilund , CPA, M.S.T.

Principal

Office 972-518-3001


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David Adamson

Director of Investments

Office 972-518-3001


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Linda Beck , RICP®

Lead Advisor

Office 972-518-3001


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Mallory Fritzel , CFP®

Financial Representative

Office 972-518-3001


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Dave Seeds Jr

Lead Advisor

Office 972-518-3001


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Todd Alan Braden , CFP®

Financial Representative

Office 972-518-3001


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Will Brezette

Financial Representative

Office 972-661-9888


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Madison Lee Carrier

Financial Advisor

Mobile 469-261-8582


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Sally Smith

Operations Manager

Office 972-518-3001


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Holley Black

Associate Wealth Management Advisor

Office 972-518-3001


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Heather Larkin

Associate Financial Representative

Mobile 972-921-7615


Email

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Gayle Averitt

Administrative Assistant

Office 972-661-9888


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Becky Gosh

Service Coordinator

Office 972-661-9888


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Cindy Lenert

Associate Financial Representative

Office 903-892-3323


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Ali Valero

Director of Marketing

Office 972-518-3001


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Andrea Peterson

Service Coordinator

Office 972-518-3001


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Marla Marasco

Associate Financial Representative

Office 270-753-4140


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Maggie Gillen

Administrative Assistant

Office 972-518-3001


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Kim Champion

Financial Representative Assistant

Office 502-562-2400


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