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
419 S Barton Street
Arlington, VA 22204
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 Caswell
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 – 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 #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
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
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Brian Ruff
The Aero Advisor
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: (469) 854-9523
Email: brian.ruff@lpl.com
Brandon W. Simmons, MBA
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
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
Brooke Fisher – Compliance Officer
Advisor Resource Council
Phone: (972) 421-1352
Rhonda Fuller – Director of Operations
Office: (972) 421-1354
Tamra Gaines – Director of Marketing
Office: (972) 421-1373
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
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®
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
419 S Barton Street
Arlington, VA 22204
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 Caswell
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 – 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 #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
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
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: 972-471-1930
Email: john.peterson@lpl.com
Brian Ruff
The Aero Advisor
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office: (469) 854-9523
Email: brian.ruff@lpl.com
Brandon W. Simmons, MBA
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
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
Brooke Fisher – Compliance Officer
Advisor Resource Council
Phone: (972) 421-1352
Rhonda Fuller – Director of Operations
Office: (972) 421-1354
Tamra Gaines – Director of Marketing
Office: (972) 421-1373
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
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
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.
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.
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