Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

Eddie Caldwell, CLU®

Managing Director

Eddie serves as the Managing Director of the Texas Financial Group – Addison.

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

Disability Insurance Specialist

Jaki Crain

Employee Benefit Specialist

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

Steve Gwinn

Disability Income Specialist

Nancy Kaufman, CLU®, ChFC®

Financial Representative

Scott Lane, CLU®, ChFC®

Financial Representative

Michael G Langford

Senior Investment Specialist

Patrick Matthews

Managing Director

Patrick is the Managing Director of the Texas Financial Group – Frisco.
 

Hugh Mc Fadden, CLU®

Financial Representative

Hugh serves as the Managing Director for The Texas Financial Group - Park Cities.

Chris A Messick

Senior Investment Specialist

Joel Moore

Disability Income Specialist

John F Moore Jr, CLU®, ChFC®, CFP®

Long Term Care Specialist

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. 

John Patison, MBA

Senior Investment Specialist

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 & Business Planning Specialist

Tim Stark, CPA, CLU®, ChFC®, CFP®

Wealth Management Advisor

Jim Stevens

Financial Representative

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

Mark serves as the Managing Director of the Texas Financial Group – Las Colinas.

Tom Weilert, CLU®, ChFC®

Wealth Management Advisor

Kevin White, CLU®

Financial Representative

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