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)
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 817-717-4400
E-Mail : [email protected]
www.lightforcefinancial.com
Atkins, Chad – Principal, CFP®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: [email protected]
Atkins, William Jr., CFS®
360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: [email protected]
Barley, Scott
Amplio Wealth Management, Inc
1921 Lohman’s Crossing, Suite 100
Austin, TX 78734
Office: 512-917-5066
Email: [email protected]
www.ampliowealthmanagement.com
Bennett, R. Langdon
LPL Financial
1186 Tranquilla Drive
Dallas, TX 75218
Office: 214-321-6572
Email: [email protected]
Berry, Scott, AAMS®
CSB Wealth Management, LLC
207 S. Denton Tap Rd., Suite 700
Coppell, TX 75019
Office: 972-462-0915
Email: [email protected]
www.csbwm.net
Broyles, Janet
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1377
Email: [email protected]
Campbell, Jeffrey
Napa Valley Financial
1700 Soscol Ave Suite 7
Napa, CA 94559
Office: 707-603-2663
Fax: 707-255-1860
Email: [email protected]
Carswell, Kevin
360 Wealth Management, LLC
100 Independence Place Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: [email protected]
Cowles, Craig, CFP®
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 101
Email: [email protected]
Cutler, Dr. Don, CFP® CRC®
Certified Financial Planner™
Certified Retirement Counselor™
100 Independence Place, Suite 207
Tyler, TX 75703
Office: 903-509-0360
Email: [email protected]
Dawkins, Scott
LPL Financial
721 NE 82nd Ave Suite A
Portland, OR 97220
Office: 971-255-1268
Email: [email protected]
Day, Brandon – Principal, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: [email protected]
Diamond, Steve, CFP®
360 Wealth Management, LLC
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 972-393-9769
Email: [email protected]
DiCarlo, Anthony
360 Wealth Management, LLC
2409 E Randolph Ave
Alexandria, VA 22301
Office: 703-299-9655
Email: [email protected]
Ferrell, Stephen, AIF®
Valtrum
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1371
Email: [email protected]
http://valtrum.com/
Gomez, Patsy
Generations Wealth Management
6 Horizon Court, Suite 100
Rockwall, TX 75032
Office: 972-722-2609
Email: [email protected]
Heagren, Douglas M, CFP®, CRPC®, APMA(SM)
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 105
Minnesota Office: 612-567-4625
Email: [email protected]
Heck, Mark
Texas State Financial, Inc
5908 Sandhills Circle
Plano, TX 75093
Office: 972-977-1030
Email: [email protected]
Hopkins, Ken
Biography
Orion Wealth Management
2435 N. Central Expressway, Suite 1200
Richardson, TX 75080
Office: 214-712-7332
Direct: 972-891-8609
Email: [email protected]
http://www.orionwtx.com/
Hopper, Robert, CLU, ChFC®
Hopper Financial Services, Inc.
1912 Robin Meadow Drive
Carrollton, TX 75007
Office: 972-236-2828
Email: [email protected]
http://www.hopperfinancial.com/
Hubbard, Don, CFP®, CRP
Don Hubbard Investment Services
903 North Main Street
Weatherford, TX 76086
Office: 817-594-6556
Email: [email protected]
http://www.donhubbardinvestments.com/
Hubbell, Matt
Maverick Wealth Management
255 Elk Drive Ste. D
Burleson, TX 76028
Office: 817-945-3335
Email: [email protected]
http://www.maverick-wealth.org/
Kernan, Sean – Principal, CFP®
360 Wealth Management, LLC
550 Reserve Street, Suite #150
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, CFP®
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, CFP®
LPL Financial
555 Republic Drive Suite 314
Plano, TX 75074
Office: 972-578-9809
Email: [email protected]
Martin, David, CFP®
Ridgemark Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-740-4932
Email: [email protected]
www.ridgemarkfinancial.com/
McAuliffe, Tom
TrueWealth Management
45 Pleasant Lane
San Rafael, CA 94901
Office: 415-482-8622
Fax: 888-623-4074
Email: [email protected]
McFarling, Bud
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas,TX 75248
Office: 972-421-1340
Email: [email protected]
McLemore, Doug
McLemore Financial Group
1529 Lingleville Road
Stephenville, TX 76401
Office: 254-968-1020
Email: [email protected]
Medlin, David, CFP®
Maven Wealth Consulting, LLC
4603 Colleyville Blvd, Suite 140
Colleyville, TX 76034
Office: 817-251-3500
Email: [email protected]
www.mavenwealthconsulting.com
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]
Mitchell, John D., CFP®
LPL Financial
1300 East 9th Street Suite 10
Edmond, OK 73034
Office: 405-348-3236
Email: [email protected]
Morrow, Brooks – Financial Advisor
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office : 972-421-1370
E-Mail : [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/
Norris, Gayle
Lightforce Financial
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 469-893-0067
Email: [email protected]
Parsons, Brick
Parsons Wealth Management
1007 North Mallard Street
Palestine, TX 75801
Office: 903-723-0152
Email: [email protected]
Peterson, John
LPL Financial
17300 Dallas Parkway, Suite 2065
Dallas, TX 75248
Office: 972-471-1930
Email: [email protected]
Richmond, Mark
Napa Valley Financial
1700 Soscol Ave Suite 7
Napa, CA 94559
Office: 707-603-2663
Fax: 707-255-1860
Email: [email protected]
Robinson, Gerald, CFP®
LightForce Financial
6920 Hidden Valley Rd
Flower Mound, TX 75022
Office: 817-717-4400
Email: [email protected]
Ruff, Brian
Lightforce Financial
17300 Dallas Parkway, Ste 2065
Dallas, TX 75248
Office: 469-200-2830
Email: [email protected]
Shaffer, Eric, CFP®
Mergent Group
17300 N Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-590-8808 ext. 102
Email: [email protected]
Shelton, James R.
Shelton Financial Group
6303 Meadow Rd
Dallas, TX 75230
Office: 214-363-6557
Email: [email protected]
Silverman, Larry, CFP®
Silverman Legate Advisory Group LLC
5300 Town & Country Blvd, Ste 160
Frisco, TX 75034
Office: 214-469-0061
Email: [email protected]
Simmons, Brandon W., MBA
360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: [email protected]
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]
Sligh, Spencer
1529 W. Lingleville Rd, Suite A
Stephenville, TX 76401
Office: 254-968-1020
Email: [email protected]
Sparks, Drew
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1343
Email: [email protected]
Stecik, Tom, CFP®, CLU
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 214-908-1983
Email: [email protected]
Unsworth, John J.
360 Wealth Management, LLC
500 Canyon Lake Drive
Aledo, TX 76008
Office: 817-819-6240
Email: [email protected]
Walker, Jeremy, CRPC, AWMA
Maverick Wealth Management
255 Elk Drive Ste. D
Burleson, TX 76028
Office: 817-945-3335
Email: [email protected]
http://www.maverick-wealth.org/
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]
Weddle, Brad, CFP®
LPL Financial
3330 N. Galloway Suite 309
Mesquite, TX 75150
Office: 972-613-2525
Email: [email protected]
www.bradweddle.com
Welsh, Matt – Financial Advisor
360 Wealth Management, LLC
Office : 972-421-1379
Fax: 972-421-1382
E-Mail : [email protected]
Young, David
David H. Young & Associates
10787 Country Road 289
Anna, TX 75409
Office: 214-551-5539
Email: [email protected]
Adcox, Jo– Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1374
E-Mail : [email protected] , [email protected]
Atkins, Chad – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1362
Email: [email protected]
Hap, Maggie – Office Administrator (Reception & Cashier)
360 Wealth Management
Office : 972-421-1360
E-Mail : [email protected]
Day, Brandon – Principal
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1361
Email: [email protected]
Kernan, Sean – Principal
360 Wealth Management, LLC
550 Reserve Street
#150 Southlake TX 76092
Office: 469-893-0067
Email: [email protected]
Larson, Kathy – Executive Assistant
360 Wealth Management, LLC
Office : 972-421-1344
E-Mail : [email protected]
McCandless, Teresa – Relationship Manager
360 Wealth Management,, LLC
Office : 972-790-0760
E-Mail : [email protected]
Pais, Sarah L. – Chief Operating Officer
360 Wealth Management, LLC
Office : 972-421-1342
E-Mail : [email protected]
Royal, Jill M. – Compliance Manager
360 Wealth Management, LLC
Office : 972-421-1367
CONTACT 360 WEALTH MANAGEMENT
Address:
17300 N. Dallas Pkwy, Suite 2065
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 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.