Our Staff and Team of Advisors
Each of the professionals shown on this page has specific areas of individual expertise. When they come together to work side-by-side, sharing experience, challenges, techniques and solutions they embody the culture of 360 Wealth Management.
Chad Atkins – Principal, CFP®
360 Wealth Management Partners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1362
Email: chad.atkins@lpl.com
William Atkins Jr., CFS®
360 Wealth Management Partners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1399
Email: william.atkins@lpl.com
Langdon Bennett, MBA
360 Wealth Management, LLC
6244 18th St. N.
Arlington, VA 22205
Office: 469-390-9930
Email: langdon.bennett@lpl.com
Janet Broyles
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1377
Email: janet.broyles@lpl.com
Kevin Carswell
Azalea Wealth Partners
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
Brandon Day – Principal, CFP®
360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1361
Email: brandon@360wealthplanners.com
Steve Diamond, CFP®
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-393-9769
Email: steve.diamond@lpl.com
Chris Fasy
360 Wealth Management, LLC
13624 Gamma Rd.
Dallas, TX 75244
Office: 972-421-1349
Email: Chris.fasy@lpl.com
Stephen Ferrell, AIF®
Valtrum
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1371
Email: s.ferrell@valtrum.com
http://valtrum.com/
Sean Kernan – Principal, CFP®
360 Wealth Management, LLC
550 Reserve Street, Suite #190
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@lpl.com
John Peterson, CFP®
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Janice Lasley
360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 254-644-5988
Email: janice.lasley@lpl.com
Abe Mansour, CFP®
360 Wealth Management, LLC
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: abe.mansour@lpl.com
David Martin, CFP®
Ridgemark Financial
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-740-4932
Email: david@ridgemarkfinancial.com
Linda Mills
360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com
Brooks Morrow – Financial Advisor
360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks@360wealthplanners.com
Brian Ruff
The Aero Advisor
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: (469) 854-9523
Email: brian.ruff@lpl.com
Laura K. Skalak
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1368
Email: laura.skalak@lpl.com
Drew Sparks
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1343
Email: drew.sparks@lpl.com
Tom Stecik, CFP®, CLU
360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 214-908-1983
Email: tom.stecik@lpl.com
John J. Unsworth
360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: john.unsworth@lpl.com
Jim Webb
360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: jim.webb@lpl.com
Matt Welsh
360 Wealth Management Planners
15110 Dallas Parkway, Ste. 500 Dallas TX 75248
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : matthew.welsh@360wealthplanners.com
Rhonda Fuller – Director of Operations
Office: (972) 421-1354
Tamra Gaines – Director of Marketing
Office: (972) 421-1373
Maggie Hap – Compliance & Operations Analyst
Compliance Supervisor
Office : 972-421-1357
E-Mail : maggie.hap@lpl.com
Diann Irlbeck- Director of Client Services
Advisor Resource Council
Office : (972) 421-1356
Lia King – Office Manager
Advisor Resource Council
Office : (972) 421-1360
Shana McHaffey, – Centralized Service Manager
Advisor Resource Council
Office : (972) 421-1339
Sarah Pais – Chief Officer of Compliance & Operations
Advisor Resource Council
Office : (972) 421-1342
Jill Royal – Director of Compliance
Advisor Resource Council
Office : (972) 421-1367
Chad Atkins – Principal, CFP®
Biography 360 Wealth Management Partners 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1362 Email: chad.atkins@lpl.com
William Atkins Jr., CFS®
Biography 360 Wealth Management Partners 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1399 Email: william.atkins@lpl.com
Langdon Bennett, MBA
360 Wealth Management, LLC 6244 18th St. N. Arlington, VA 22205 Office: 469-390-9930 Email: langdon.bennett@lpl.com
Janet Broyles
Biography 360 Wealth Management, LLC 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1377 Email: janet.broyles@lpl.com
Kevin Carswell
Biography Azalea Wealth Partners 100 Independence Place Suite 207 Tyler, TX 75703 Office: 903-509-0360 Email: kevin.carswell@lpl.com
Brandon Day – Principal, CFP®
Biography 360 Wealth Planners 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1361 Email: brandon@360wealthplanners.com
Steve Diamond, CFP®
Biography 360 Wealth Management, LLC 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-393-9769 Email: steve.diamond@lpl.com
Chris Fasy
360 Wealth Management, LLC 13624 Gamma Rd. Dallas, TX 75244 Office: 972-421-1349 Email: Chris.fasy@lpl.com
Stephen Ferrell, AIF®
Valtrum 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1371 Email: s.ferrell@valtrum.com http://valtrum.com/
Sean Kernan – Principal, CFP®
360 Wealth Management, LLC 550 Reserve Street, Suite #190 Southlake, TX 76092 Office: 469-893-0067 Email: sean.kernan@lpl.com
John Peterson, CFP®
360 Wealth Management, LLC Biography 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-471-1930 Email: john.peterson@lpl.com
Janice Lasley
360 Wealth Management, LLC 99 Trophy Club Drive Trophy Club, TX 76262 Office: 254-644-5988 Email: janice.lasley@lpl.com
Abe Mansour, CFP®
360 Wealth Management, LLC 555 Republic Drive Suite 314 Plano, TX 75074 Office: 972-578-9809 Email: abe.mansour@lpl.com
David Martin, CFP®
Ridgemark Financial 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-740-4932 Email: david@ridgemarkfinancial.com
Linda Mills
360 Wealth Management, LLC 99 Trophy Club Drive Trophy Club, TX 76262 Office: 817-224-2951 Email: linda.mills@lpl.com
Brooks Morrow – Financial Advisor
360 Wealth Planners 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office : 972-421-1370 E-Mail : brooks@360wealthplanners.com
Brian Ruff
The Aero Advisor Biography 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: (469) 854-9523 Email: brian.ruff@lpl.com
Laura K. Skalak
360 Wealth Management, LLC 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1368 Email: laura.skalak@lpl.com
Drew Sparks
Biography 360 Wealth Management, LLC 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 972-421-1343 Email: drew.sparks@lpl.com
Tom Stecik, CFP®, CLU
Biography 360 Wealth Management, LLC 15110 Dallas Parkway Suite 500 Dallas, TX 75248 Office: 214-908-1983 Email: tom.stecik@lpl.com
John J. Unsworth
360 Wealth Management, LLC 500 Canyon Lake Drive Aledo, TX 76008 Office: 817-819-6240 Email: john.unsworth@lpl.com
Jim Webb
360 Wealth Management, LLC 2770 Main Street Suite 167 Frisco, TX 75034 Office: 972-987-6210 Email: jim.webb@lpl.com
Matt Welsh
360 Wealth Management Planners 15110 Dallas Parkway, Ste. 500 Dallas TX 75248 Office : 972-421-1379 Fax: 972-421-1382 E-Mail : matthew.welsh@360wealthplanners.com
Rhonda Fuller – Director of Operations
Office: (972) 421-1354
Tamra Gaines – Director of Marketing
Office: (972) 421-1373
Maggie Hap – Compliance & Operations Analyst
Compliance Supervisor Office : 972-421-1357 E-Mail : maggie.hap@lpl.com
Diann Irlbeck – Director of Client Services
Advisor Resource Council Office : (972) 421-1356
Lia King – Office Manager
Advisor Resource Council Office : (972) 421-1360
Shana McHaffey – Centralized Service Manager
Office : (972) 421-1339
Sarah Pais – Chief Officer of Compliance & Operations
Advisor Resource Council Office : (972) 421-1342
Jill Royal – Director of Compliance
360 Wealth Management, LLC Office : (972) 421-1367
CONTACT 360 WEALTH MANAGEMENT
Address:
15110 Dallas Parkway
Suite 500
Dallas, TX 75248
Main Phone: 972-421-1360
Main Fax: 972-421-1390
NAVIGATION
LPL Financial Form CRS
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a dba of Advisor Resource Council, a registered investment advisor. 360 Wealth Management and Advisor Resource Council are separate entities from LPL Financial.
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