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)

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®

Biography

360 Wealth Partners
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., CFS®

Biography

360 Wealth Partners
360 Wealth Management, LLC
17300 Dallas Parkway Suite 2065
Dallas, TX 75248
Office: 972-421-1399
Email: [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, AAMS®

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


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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Campbell, Jeffrey

Napa Valley Financial
1700 Soscol Ave Suite 7
Napa, CA 94559
Office: 707-603-2663
Fax: 707-2551860
Email: jeff.campb[email protected]


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Carswell, Kevin

Biography

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]

 


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]

 


brandon day

Day, Brandon – Principal, CFP®

Biography

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


brandon day

Diamond, Steve, CFP®

Biography

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


Dossani, Ifran

Merit Wealth Advisors
12201 Merit Drive Suite 630
Dallas, TX 75251
Office: 972-707-0428
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/


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)

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]

 


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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/


sean kernan

Kernan, Sean – Principal, CFP®

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, 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

TrueWealth Management
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]

 


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Medlin, David, CFP®

Biography

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]

 


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., CFP®

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/


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

Biography

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


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Richmond, Mark

Napa Valley Financial
1700 Soscol Ave Suite 7
Napa, CA 94559
Office: 707-603-2663
Fax: 707-2551860
Email: [email protected]


brandon day

Robinson, Gerald, CFP®

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

 


brandon day

Ruff, Brian

Biography

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


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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.

Biography

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

Biography

360 Wealth Management, LLC
16135 Preston Road Suite 121
Dallas, Texas 75248
Office: 972-386-4111
Email: [email protected]


toddheadshot

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]

 


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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, CFP®, CLU, AIF®

Biography

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


Thompson, Priscilla, SRFP

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]

 


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]


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Weddle, Brad, CFP®

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

 


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]

 
 
 


brandon day

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]

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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.

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