The Texas Financial Group - Dallas NMFN: Associates

ASSOCIATES

Robert (Eddie) Caldwell, CLU
Managing Director, Texas Financial Group – Addison
(972) 980-2000

A University of Arkansas graduate, Eddie has been with Northwestern Mutual Financial Network for 16 years. In December 2005 he was appointed the Managing Director of the Addison office. Eddie has consistently qualified as a member of the prestigious Million Dollar Round Table (1993 - 2005) and earned the National Sales Achievement Award (1992 - 2005). Eddie is also a designated Charter Life Underwriter (CLU).

Jay Courtney
Life Insurance Specialist
(972) 518-3021

Jacqueline Crain
Employee Benefit Specialist
(972) 663-7217

Jaki Crain, of The Texas Financial Group-Dallas, has been working in the insurance industry for more than 20 years as a Benefit Specialist, and more than 10 years with Strategic Employee Benefits, as one of three Managing Directors. Jaki has built a stable, yet growing, clientele that values her expertise and service. Born and raised in Dallas, Jaki received a B.A. from Baylor University where she majored in journalism and English. Jaki is married and currently lives in the Frisco area.

Ron Davis
Financial Representative
(972) 663-7219

Steve Gwinn
Disability Income Specialist, Employee Benefit Specialist
(214) 525-1073

Nancy Kaufman, CLU, ChFC
Financial Representative
(972) 663-7259

Scott Lane, CLU, ChFC
Financial Representative
(972) 663-7209

Michael G Langford
Investment Specialist
(972) 663-7252

Patrick Matthews
Managing Director, Texas Financial Group – Frisco
(469) 362-8300

Chris A Messick, CFP^®
Senior Investment Specialist, Annuity Specialist
(972) 663-7292

Joel Moore, CLU
Disability Insurance Specialist
(972) 663-7315

John F Moore Jr, CLU, ChFC, CFP^®
Wealth Management Advisor, Long-Term Care Specialist
(972) 663-7383

With a B.B.A. (accounting) from Texas Tech University, John has been a Financial Representative with Northwestern Mutual Financial Network since 1978. He is a past president of the Financial Representatives Association (FRA), was named one of the top 106 financial planners by D Magazine in Dec. of 2002 and is a lifetime member of the Million Dollar Round Table. John's wife, Gayle, with both a B.B.A. and M.A. in accounting, works with him, concentrating on investment services. They have a son, Clayton, who is also a Financial Representative with Northwestern Mutual, and a daughter, Leslie, who is currently attending Texas A&M University.

Pat Newell
Long Term Care Specialist
(903) 568-0725

John Patison, M.B.A.
Senior Investment Specialist
(972) 663-7205

John Patison has been in the financial service industry for over 20 years. He joined Northwestern Mutual Financial Network as an Investment Specialist in 2000. He received a B.B.A. from Southern Methodist University and an M.B.A. from The University of Dallas.

David T Peacock CLU
Estate and Business Planning Specialist
(972) 663-7380

Tim Stark, CPA, CFP^®, ChFC
Financial Representative
(214) 525-1050

Jim Stevens
Life Insurance Specialist
(972) 663-7394

Jim has been with The Network for over 15 years and is a top producer as a member of Top of the Table- MDRT. Jim is a TCU graduate and is married to Pat. They reside in Frisco, TX, and have five children and three grandchildren. Jim is active in many charitable organizations, and he and Pat are avid golfers.

Mark Vehslage, CPA
Managing Director, Texas Financial Group – Las Colinas
(972) 518-3008

Tom Weilert, CLU, ChFC
Financial Representative
(972) 518-3001

Kevin White, CLU
Financial Representative
(972) 663-7227

A Baylor University graduate, Kevin White has been a Financial Representative with Northwestern Mutual Financial Network since 1977.

Legal Notice | Online Privacy Statement | Disclosures | Customer Privacy Notice

Copyright 2008, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. C Tait Cruse is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, Three Forest Plaza, 12221 Merit Dr Ste 1500, Dallas, TX, 75251, (972) 661-9888, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Texas Financial Group - Dallas are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

C Tait Cruse, General Agent, The Texas Financial Group - Dallas has Financial Representatives that are primarily licensed in Texas.