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.

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
 


 
brandon day

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
419 S Barton Street
Arlington, VA 22204
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
 


 
brandon day

Kevin Caswell

Biography

Azalea Wealth Partners
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
 


 

Scott Dawkins

LPL Financial
360 Wealth Management
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@360wm.net
 


 
brandon day

Brandon Day – Principal, CFP®

Biography

360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1361
Email: brandon@360wealthplanners.com
 


 
brandon day

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
15110 Dallas Parkway Suite 500
Dallas, TX 75248
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

Sean Kernan – Principal, CFP®

360 Wealth Management, LLC
550 Reserve Street, Suite #150
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@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
 


Karen Meinz

360 Wealth Management, LLC

99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: karen.meinz@lpl.com

 
 


Linda Mills

360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com

 


morrow brooks

Brooks Morrow – Financial Advisor

360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks@360wealthplanners.com

 
 


Gayle Norris

360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
 


 

John Peterson

360 Wealth Management, LLC

Biography

15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
 


 
brandon day

Brian Ruff

The Aero Advisor

Biography

15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: (469) 854-9523
Email: brian.ruff@lpl.com
 


 

Brandon W. Simmons, MBA

Biography

360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.simmons@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
 


 
brandon day

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
 


 
brandon day

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

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

brandon day

Brooke Fisher – Compliance Officer

Advisor Resource Council
Phone: (972) 421-1352

 
 
 
 


brandon day

Rhonda Fuller – Director of Operations

Office: (972) 421-1354

 
 
 
 
 


sean kernan

Tamra Gaines – Director of Marketing

Office: (972) 421-1373

 
 
 
 
 


maggie belanger

Maggie Hap – Office Manager/Compliance & Operations Analyst

Advisor Resource Council
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com

 
 
 
 


Diann Irlbeck- Director of Client Services

Advisor Resource Council
Office : (972) 421-1356

 
 
 
 


teresa mccandless

Lia King – Office Manager

Advisor Resource Council
Office : (972) 421-1360

 
 
 
 


teresa mccandless

Shana McHaffey, – Centralized Service Manager

Advisor Resource Council
Office : (972) 421-1339

 
 
 
 


maggie belanger

Sarah Pais – Chief Officer of Compliance & Operations

Advisor Resource Council
Office : (972) 421-1342

 
 
 
 


maggie belanger

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
 


 
brandon day

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
419 S Barton Street
Arlington, VA 22204
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
 


 
brandon day

Kevin Caswell

Biography

Azalea Wealth Partners
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: kevin.carswell@lpl.com
 


 

Scott Dawkins

LPL Financial
360 Wealth Management
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: scott.dawkins@360wm.net
 


 
brandon day

Brandon Day – Principal, CFP®

Biography

360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-421-1361
Email: brandon@360wealthplanners.com
 


 
brandon day

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
15110 Dallas Parkway Suite 500
Dallas, TX 75248
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

Sean Kernan – Principal, CFP®

360 Wealth Management, LLC
550 Reserve Street, Suite #150
Southlake, TX 76092
Office: 469-893-0067
Email: sean.kernan@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
 


Karen Meinz

360 Wealth Management, LLC

99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-488-3373
Email: karen.meinz@lpl.com

 
 


Linda Mills

360 Wealth Management, LLC
99 Trophy Club Drive
Trophy Club, TX 76262
Office: 817-224-2951
Email: linda.mills@lpl.com

 


morrow brooks

Brooks Morrow – Financial Advisor

360 Wealth Planners
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office : 972-421-1370
E-Mail : brooks@360wealthplanners.com

 
 


Gayle Norris

360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 469-893-0067
Email: gayle.norris@lpl.com
 


 

John Peterson

360 Wealth Management, LLC

Biography

15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
 


 
brandon day

Brian Ruff

The Aero Advisor

Biography

15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: (469) 854-9523
Email: brian.ruff@lpl.com
 


 

Brandon W. Simmons, MBA

Biography

360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: brandon.w.simmons@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
 


 
brandon day

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
 


 
brandon day

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

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

brandon day

Brooke Fisher – Compliance Officer

Advisor Resource Council
Phone: (972) 421-1352

 


brandon day

Rhonda Fuller – Director of Operations

Office: (972) 421-1354

 


sean kernan

Tamra Gaines – Director of Marketing

Office: (972) 421-1373

 


maggie belanger

Maggie Hap – Office Manager/Compliance & Operations Analyst

Advisor Resource Council
Office : 972-421-1360
E-Mail : maggie.hap@lpl.com

 


Diann Irlbeck – Director of Client Services

Advisor Resource Council
Office : (972) 421-1356

 


teresa mccandless

Lia King – Office Manager

Advisor Resource Council
Office : (972) 421-1360

 


teresa mccandless

Shana McHaffey – Centralized Service Manager

Office : (972) 421-1339

 


maggie belanger

Sarah Pais – Chief Officer of Compliance & Operations

Advisor Resource Council
Office : (972) 421-1342

 


maggie belanger

Jill Royal – Director of Compliance

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

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CONTACT 360 WEALTH MANAGEMENT

Address:
15110 Dallas Parkway
Suite 500
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 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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