Tom Wunderlick has 15+ years of experience with Northwestern Mutual Financial Network. He focuses on marketing and assists in building client relationships for our team.  His expertise with business and support is invaluable to our organization.

As the Director of Marketing and Client Services for Tom Weilert, Liz focuses on overseeing the entire operations of the office. She has been with Northwestern Mutual Financial Network since 1990 and was a producer for 5 yrs before joining my team. With her previous experience as a bank officer before joining the Network, she has over 22 years in the financial services industry. She is extremely knowledgeable about the specialized and technical nature of our work. Liz is available to answer questions when I´m out of the office or with clients. She will provide quality service, answers and excellent care.

Linda joined our team in September 2009. She comes to us with over 30 years of experience in the Private Wealth Management business from a leading investment bank. Her vast knowledge and experience in the investment industry is a great asset to my team. Linda is also currently studying for her MBA. 

• Trading
• Asset allocation
• Money and asset movement
• Questions or concerns about your accounts

Linda holds her Texas State insurance: Life, Health, Disability, Long Term Care as well as her Series 7 and 66 Securities registerations.

Donna joined our team in July of 2005. As the Director of Insurance Services for Tom Weilert, she focuses on assisting clients through the underwriting process by coordinating the various aspects of the underwriter´s review. Donna also manages and oversees that client requests and questions regarding policy owner services are handled with accuracy and expertise.

Donna relocated to Texas in 2004 from Pittsburg, PA and is thoroughly enjoying the weather!

Donna is licensed in Texas for Life, Health & Disability as well as securities licensed.

Contact Donna for any of the following:

• Assistance with the underwriting process of new contracts.
• Scheduling insurance examinations.
• Questions or concerns about your policies (address, billing or policy changes).

Kathleen joined our team in June 2007. She works part time and is a tremendous asset. Her primary focus at our office is on retirement analysis and doing the back office work of preparing for our appointments.

Kathleen graduated from Holy Cross in Worcester, MA and is happily married with two children.

Susan has worked with Tom for since 1998. Her primary responsibilities include managing Tom's calendar, interacting with clients, managing client files and notes, and maintaining mailing and marketing lists. She also coordinates special events for the office and is great administrative office support - doing just about anything we ask of her. Susan is generally the first voice you hear when calling our office.

Susan has three grown children and one perfect granddaughter. Her hobbies include antiquing and Dodger baseball games.