A full circle approach with you at the center

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.

Aiello, Anthony (AJ)

360 Wealth Management
413 West Bethel Rd Suite 203
Coppell, TX 75019
Office : 817-717-4400
E-Mail : [email protected]
www.lightforcefinancial.com


Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: [email protected]


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Atkins, William Jr.

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: [email protected]


adcox

Bailey, John CFP®

Biography

John Bailey Financial & 360 Wealth Management, LLC
7480 Honeysuckle Suite 100
Temple, TX 76502
Office : 254-774-8882
E-Mail : [email protected]


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Barley, Scott

Amplio Wealth Management, Inc
107 Hensley Drive
Lakeway, TX 78738
Office: 512-382-9556
Email: [email protected]
www.ampliowealthmanagement.com

 


Bennett, R. Langdon

LPL Financial
1186 Tranquilla Drive
Dallas, TX 75218
Office: 214321-6572
Email: [email protected]

 


Berry, Scott

CSB Wealth Management, LLC
549 E. Sandy Lake Rd Suite 200
Coppell, TX 75019
Office: 972-462-0915
Email: [email protected]
www.csbwm.net


Blanco, David

Biography

JKL Investment Management
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-554-9701
Email: [email protected]


Broyles, Janet

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: [email protected]


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Carswell, Kevin

Biography

360 Wealth Management, LLC
100 Independence Place Suite 222
Tyler, TX 75703
Office: 903-509-0360
Email: [email protected]


Cowles, Craig

Cardinal Wealth Advisers
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 101
Email: [email protected]
http://www.cardinalwa.com/


Dansby, Derek

Dansby Wealth Management
900 8th Street Suite 106
Wichita Falls, TX 76301
Office: 940-447-5789
Email: [email protected]
http://www.dansbywealth.com/


Dargatz, Jeff

Dargatz & Company, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-702-6847
Email: [email protected]
 


Dawkins, Scott

LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: [email protected]
 


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Day, Brandon – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: [email protected]


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Diamond, Steve

Biography

360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 972-393-9769
Email: [email protected]


Ferrell, Stephen

Valtrum
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1371
Email: [email protected]
http://valtrum.com/


Gatts, Jason

The Gatts Group
2304 Forest Hills Rd
Grapevine, TX 76051
Office: 817-410-9977
Email: [email protected]
 


Heagren, Douglas M, CFP(®), CRPC(®), APMA(SM)

Kaliver Wealth Management
12800 Whitewater Dr Ste 100
Minnetonka, MN 55343

Office: 612-567-4625
Email: [email protected]
 


Heck, Mark

LPL Financial
14636 Southern Pines Drive,
Farmers Branch TX 75234
Office: 972-977-1030
Email: [email protected]
 


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Hopper, Robert

Hopper Financial Services, Inc.
1912 Robin Meadow Drive
Carrollton, TX 75007
Office: 972-236-2828
Email: [email protected]
http://www.hopperfinancial.com/

 


Hubbard, Don

Don Hubbard Investment Services
903 North Main Street
Weatherford, TX 76086
Office: 817-594-6556
Email: [email protected]
http://www.donhubbardinvestments.com/


sean kernan

Kernan, Sean – Principal

Biography

360 Wealth Management, LLC
950 E. Highway 112 #160
Southlake, TX 76092
Office: 469-893-0067
Email: [email protected]


Kruzel, Ken

LPL Financial
10013 Crestview Drive
Denton, TX 76207
Office: 817-808-7751
Email: [email protected]
 


Lasley, Janice

LPL Financial
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 254-644-5988
Email: [email protected]
 


Legate, Amy

Silverman Legate Advisory Group
5300 Town & Country Blvd, Ste 160
Frisco, TX 75034
Office: 214-469-0062
Email: [email protected]

 


Lewin, Bruce

Lewin Wealth Management
12201 Merit Drive Suite 630
Dallas, TX 75251
Office: 214-417-4283
Email: [email protected]
http://www.lwmretirement.com/


Mansour, Abe

LPL Financial
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: [email protected]
 


Martin, David

Ridgemark Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-740-4932
Email: [email protected]
www.ridgemarkfinancial.com/


McLemore, Doug

McLemore Financial Group
1529 Lingleville Road
Stephenville, TX 76401
Office: 254-968-1020
Email: [email protected]
 


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Medlin, David

Maven Wealth Consulting, LLC
4603 Colleyville Blvd, Suite 140
Colleyville, TX 76034
Office: 817-251-3500
Email: [email protected]
www.mavenwealthconsulting.com
Biography


Meinz, Karen

LPL Financial
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: [email protected]
 


Mills, Linda

360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: [email protected]
 


Minnella, Tom

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1341
Email: [email protected]
 


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Mitchell, John D.

LPL Financial
1300 East 9th Street Suite 10
Edmond, OK 73034
Office: 405-348-3236
Email: [email protected]

 


Mullin, Ryan

Abacus Wealth Builders
2340 East Trinity Mills Road Suite 300
Carrollton, TX 75006
Office: 972-478-4305
Email: [email protected]
http://www.abacuswealthbuilders.com/


Peterson, John

Biography

LPL Financial
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Office: 972-471-1930
Email: [email protected]


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Robinson, Gerald

LightForce Financial
6920 Hidden Valley Rd
Flower Mound, TX 75022
Office: 817-717-4400
Email: [email protected]

 


Rodriguez, Samuel

Mission Wealth Management
1333 W. McDermott Drive, Ste. 260
Allen, TX 75013
Office: 972-332-1523
Email: [email protected]

 


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Ruff, Brian

Biography

360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: [email protected]


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Shaffer, Eric

Cardinal Wealth Advisers
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext 102
Email: [email protected]
www.cardinalwa.com

 


Shelton, James R.

Biography

360 Wealth Management, LLC
6303 Meadow Rd
Dallas, TX 75230
Office: 214-363-6557
Email: [email protected]


Silverman, Larry

Silverman Legate Advisory Group LLC
5300 Town & Country Blvd, Ste 160
Frisco, TX 75034
Office: 214-469-0061
Email: [email protected]

 


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Simmons, Todd

Simmons Wealth Management
600 Strada Circle Suite 106
Mansfield, TX 76063
Office: 817 -225- 4476
Email: [email protected]

 


Skalak, Laura K

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1368
Email: [email protected]
 


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Sparks, Drew

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1343
Email: [email protected]


Stecik, Tom

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: [email protected]


Thompson, Priscilla

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1373
Email: [email protected]
 


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Unsworth, John J.

360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: [email protected]

 


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Weddle, Brad

LPL Financial
3330 N. Galloway Suite 309
Mesquite, TX 75150
Office: 972-613-2525
Email: [email protected]
www.bradweddle.com

 


Webb, Jim

360 Wealth Management, LLC
2770 Main Street
Suite 167
Frisco, TX 75034
Office: 972-987-6210
Email: [email protected]


Webb, Kirby

Generations Wealth Management
6 Horizon Court
Suite 100
Rockwall, TX 75032
Office: 972-722-2609
Email: [email protected]


Young, David

David H. Young & Associates
10787 Country Road 289
Anna, TX 75409
Office: 214-551-5539
Email: [email protected]

maggie belanger

Adcox, Jo– Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : [email protected] , [email protected]

 
 
 


 

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Atkins, Chad – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: [email protected]


maggie belanger

Belanger, Maggie – Office Administrator (Reception & Cashier)

360 Wealth Management
Office : 972-421-1360
E-Mail : [email protected]

 

 


brandon day

Day, Brandon – Principal

Biography

360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: [email protected]


ken hopkins

Hopkins, Ken – LPL Branch Manager

Biography

360 Wealth Management
Office : 972-421-1345
E-Mail : [email protected]

 


sean kernan

Kernan, Sean – Principal

Biography

360 Wealth Management, LLC
413 West Bethel Rd Suite 203
Coppell, TX 75019
Office: 469-893-0067
Email: [email protected]


Larson, Kathy – Executive Assistant

360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : [email protected]
 
 
 


teresa mccandless

McCandless, Teresa – Transition Specialist

360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : [email protected]

 
 
 


sarah pais

Pais, Sarah L. – Director of Compliance & Operations

360 Wealth Management, LLC
Office : 972-421-1342
E-Mail : [email protected]

 
 


Royal, Jill M. – Compliance Analyst

360 Wealth Management, LLC
Office : 972-421-1367
 
 
 
 


matt welsh

Welsh, Matt – Client Relationship Manager

360 Wealth Management, LLC
Office : 972-421-1379 Fax 972-421-1382
E-Mail : [email protected]

CONTACT 360 WEALTH MANAGEMENT
Address:
17300 N. Dallas Pkwy, Suite 2065
Dallas, TX 75248

Main Phone: 972-421-1360

Main Fax: 972-421-1390
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through 360 Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL registered representatives of 360 Wealth Management may only discuss securities or transact business with persons who are residents of AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MN, MO, MS, NC, NE, NH, NM, NV, NY, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA.
No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.