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
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


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Kevin Caswell

Biography

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


matt welsh

Ben Earls, CFP®

360 Wealth Management, LLC
15110 Dallas Parkway Suite 500
Dallas, TX 75248
Office : 469-200-2830
E-Mail : ben@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
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

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

 


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

 

 


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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

 


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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


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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

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Rhonda Fuller – Director of Operations

Office: (972) 421-1354

 
 
 
 
 


sean kernan

Tamra Gaines – Director of Marketing

Office: (972) 421-1373

 
 
 
 
 


maggie belanger

Maggie Hap – Compliance & Operations Analyst

Advisor Resource Council
Office : 972-421-1357
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 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


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


matt welsh

Ben Earls, CFP®

360 Wealth Management, LLC 15110 Dallas Parkway Suite 500, Dallas, TX 75248 Office : 469-200-2830 E-Mail : ben@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 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

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


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


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

Rhonda Fuller – Director of Operations

Office: (972) 421-1354

 


sean kernan

Tamra Gaines – Director of Marketing

Office: (972) 421-1373

 


maggie belanger

Maggie Hap – Compliance & Operations Analyst

Advisor Resource Council
Office : 972-421-1357
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.

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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