Staff
When you become our client, you placed your trust and confidence in us. We regard your financial security and trust among the highest areas of our responsibility. In honoring this, a very capable team of professionals are focused on understanding and providing exceptional service to you and your overall objectives. Together we make a strong commitment to support your financial security through risk management, wealth accumulation and wealth distribution.
Please let us know if you need to schedule an appointment, make changes to your policies, submit a claim, or request any other service.
Our Team
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Kathleen Wunderlick
Financial Representative
K.Wunderlick@nmfn.com
(972) 518-3025 Kathleen joined our team in June 2007 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. |
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Elizabeth R Young
Director of Estate Planning Services
elizabeth.young@nmfn.com
(972) 518-3017As the Director of Estate Planning 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. Liz focuses on coordinating estate plans with our clients' attorneys, CPA's, and trust officers.
Liz holds her Texas State Insurance: Life, Health, Disability, Long Term Care and Securities licenses. Liz also has her CLU and ChFC designations.
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Linda Beck
Director of Investment Operations
linda.beck@nmfn.com
(972) 518-3006 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.
Linda and her husband, Chris, live in Arlington, TX. They have 3 children and recently became grandparents. Linda enjoys her volunteer work for her church and the local food pantry.
Please feel free to contact her with anything you might need regarding your investment accounts, such as:
- 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 registrations. |
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Donna Wojnarowski
Director of Insurance Services
donna.j.wojnarowski@nmfn.com
(972) 518-3004 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).
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Susan Cason
Administrative Assistant
susan.cason@nmfn.com
(972) 518-3002 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 antiqueing and Dodger baseball games. |
My Colleagues
