Plan With Intention. Grow With Purpose.

Mike is the CEO of North Texas Wealth Management.

He is the author of Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life and is considered an expert in values-based investing. Mike is renowned for uncovering his clients’ true motivations and habits around financial decision-making.

Mike has been with the firm since 2003 and purchased it with his business partner in 2010; he and the advisors at North Texas Wealth Management have grown brokerage and advisory assets from $160M to over $500M as of August 2020.

Mike is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Principal of LPL Financial. He holds Series 7, 24, and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. He is also a member of the Financial Planning Association.

Mike earned his undergraduate degree in international business from Brigham Young University–Hawaii, which is the most diverse school in the United States, with students representing more than 70 languages. He later received his MBA from the SMU Cox School of Business through its Executive MBA program.

Outside of work, Mike holds an instrument-rated commercial pilot’s license, which he utilizes as a command pilot with Angel Flight South Central, an organization that helps people in need of free air transportation for medical and humanitarian purposes. Most of all, he enjoys spending time with his wife, Melissa, and their three children.

Seth integrates client goals with sound planning strategies to bring confidence to the planning process. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. Seth is also a member of the Financial Planning Association–DFW Chapter.

While attending Texas Tech University, Seth spent significant time living and studying abroad. He spent a semester each in Spain, Brazil, and Egypt, learning the respective languages and cultures of each destination. He enjoys practicing foreign languages, reading about a variety of topics, and spending time with family in his free time. Seth and his wife, Catherine, are natives of Mesquite, Texas, and currently live in Richardson with their two daughters.

Jill is a results-driven leader with over a decade of experience in marketing and business development. She holds a bachelor’s degree in Business Administration with a focus in Marketing from the University of North Texas and later earned her MBA from the Quantic School of Business and
Technology. Jill also holds the Series 7, 24, and 66 securities registrations through LPL Financial.

A proud Texan, Jill resides in Allen with her husband, Bo, and their two children, Peyton and
Paisley. Outside of her professional pursuits, she enjoys traveling and all things hockey

Rob provides clients with his expertise in creating a comprehensive, goals-based approach to financial planning, which he learned while serving as Vice President at Merrill Lynch. He has worked with clients from all walks of life and takes pride in bringing clarity to the retirement planning process. Rob earned a bachelor’s degree in finance from York College of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and hold Series 7, 9, 10, 63, and 65 securities registrations through LPL Financial.

A Texas transplant, Rob is originally from Maryland and lives in Plano with his wife, Anna, and their Golden Retriever, Lacey. Rob is passionate about giving back to the National MS Society and local animal shelters. He enjoys being outdoors, scuba diving, and traveling. Most recently, he has been to Belgium, Brazil, France, Germany, Mexico, the Netherlands, and Uruguay.

Maddock attended Abilene Christian University earning undergraduate degrees in Accounting and Finance. Maddock then continued his education at ACU earning his Masters of Accountancy. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.

Maddock is known for being a cheerful, charismatic person. He enjoys helping others’ financial situations, and knowing who you are personally helps him do just that. He cares about his clients and is passionate about helping them make wise financial decisions that will help them lead happier, more fulfilling lives. Maddock loves the personal side of financial planning- forming connections with his clients.

With years of experience in the industry, Maddock has helped countless individuals and families turn their financial dreams into a reality. His approach blends careful analysis with thoughtful consideration, customed to your unique goals and aspirations. Whether you’re aiming to retire soundly, save up for that dream vacation, or simply want to enjoy life to the fullest while staying financially secure, Maddock is professionally qualified to help you work towards those goals.

Born and raised in Texas, Maddock and his wife, Kalli, currently call Plano home. In his free time, you can find Maddock trying out new restaurants with his wife or researching his next travel destination. He enjoys watching sports with friends and loves to be constantly disappointed by his favorite team, the Dallas Cowboys.

John began his career as a Financial Advisor in 1999 during some of the most tumultuous financial times: the tech bubble collapse of 2000, the 9/11 terrorist attacks, and the mortgage crisis of 2008. While it wasn’t an ideal time to start a career, it taught John the value of a long-term plan and strategy to reach retirement goals.

In 2003, John opened his own practice with LPL Financial in Flower Mound, Texas. He has over 25 years of experience in the industry. John holds the Series 7, 24, 63, and 66 securities licenses, a Group 1 life and health insurance license, and the AAMS® (Accredited Asset Management Specialist) designation, held through LPL Financial.

John is a former member of the U.S. Army, serving in both active and reserve status. While on active duty, he had numerous postings and deployments, including at Aberdeen Proving Ground (APG), Maryland, for the School of Warfare and Research. John used the Army GI Bill during and after his service to attend the University of Arkansas, where he majored in Kinesiology and Business Administration.

He enjoys working with individual investors, small business owners, and high-net-worth families.
John and his wife, Wendy, have resided in the Lewisville/Flower Mound area since 1998, where John also attended the Lewisville Leadership Class of 2005. In his free time, John enjoys officiating high school and college football, surf fishing, and being involved in his local church home group.

Delivering the highest level of client service, Elizabeth is responsible for monitoring and keeping accounts up to date.

Elizabeth is a Registered Representative of LPL Financial. She holds Series 6 and 63 securities registrations through LPL Financial and an insurance license in the state of Texas. She also has an extensive background in banking and financial services and is fluent in Spanish.

A Texas native, Elizabeth enjoys cooking (especially with her mom), camping with her son and husband, being in the outdoors, and any kind of travel—whether by car, plane, or train, it doesn’t matter!

Chesley has been in finance since 2020 and holds her series 63 and 7 registrations with LPL as well as Life and Health insurance licenses. She graduated from Tarleton State with her Business Administration degree, and started with LPL in 2022.

Chesley was born and raised in Texas. Her and her husband, Jonathan, live in Justin with their two kids and Labradoodle. When she isn’t in the office you can find her traveling around the metroplex to listen to live music, try new restaurants, or have experiences with her friends and family.

Carolin is an analytical and process-driven professional, bringing experience in digital marketing, attribution tracking and website management to the team. She attended the University of Florida where she received her Bachelor’s in Marketing with a minor in Sustainability Studies.

Originally hailing from Vermont, she now happily resides in Dallas with her Fiancé, Jake, and their dog, Percy. In her free time she enjoys hiking, skiing, and exploring new restaurants.

For over ten years Katy has utilized her ability to organize and assist with all aspects of office operations. She attended Stephen F. Austin State University where she earned her bachelor’s in Business Administration.

Katy was born and raised in Texas and currently lives in Richardson with her husband and two kids. She enjoys cooking, crafting, live music, and most of all being with friends and family.

Sara serves as the Office Manager for North Texas Wealth Management’s Flower Mound location, where she helps ensure the office runs efficiently and that clients receive attentive, professional service. With a strong background in organization, communication, and client support, she brings valuable experience and a steady presence to the team. A graduate of Texas A&M University, Sara spent five years in the education field before transitioning into office administration.

Originally from Houston, Sara now lives in the Denton area with her husband, Nick, and their two children, Amelia and Cooper. Outside of work, she enjoys exploring new restaurants, reading, spending quality time with her family, and cheering on her hometown team—the Houston Astros.

Sierra is a highly organized and detail-oriented professional with a strong focus on timeliness and efficiency. She holds a Bachelor’s in Business Administration with a concentration in Marketing from Angelo State University.

Originally from Georgetown, Texas, Sierra now lives in Anna with her fiancé, Zach. In her free time, she enjoys Pilates, spending quality time with her nephews and pets, and exploring all that the Dallas area has to offer—especially trying new cuisines.

Tammy has over 20 years in the Administrative field helping and assisting employees and
clients. She attended Southwest Texas State and graduated with an Exercise Sports and
Science and Business degree.

Tammy was born in Houston Texas but raised in Dallas. She resides in Allen with her two
children and her dog, Coco. She enjoys walking her dog on a sunny day, going to the beach
and spending time with friends and family.