Client Advisory Board

Client care is at the heart of all we do. Our Client Advisory Board serves as advocates and a collective voice for our clients. They provide us with invaluable insight that helps us better serve you and continuously improve our business practices.

Client Advisory Board members offer feedback on our new services and programs, marketing materials, communications, investment reports, as well as their impressions about staff, phone courtesy, and office atmosphere. They do not offer investment advice.

We truly appreciate their dedication and time, and their desire to assist with the needs of all of our clients and our organization.

Client Advisory Board members are voluntary positions. They are not employed or retained by North Texas Wealth Management or LPL Financial. LPL Financial, North Texas Wealth Management, and the employing companies listed below are not affiliated. Any communication from North Texas Wealth Management is not subject to approval, nor endorsed, by the board members.

Current Client Advisory Board Members

Jim and Liz Brisendine

Resource One, retired
2019 to 2023

David and Kim Bulleit

One America Financial
2020 to 2023

Daniel and Rebecca Burns

Vista Energy
Computer Sciences Corporation
2020 to 2023

Freeman and Jeannie Moore

Raytheon, retired
2020 to 2023

Dean and Rita Raynor

Rockwell Collins, retired
2019 to 2023

David and Dottie Zimmermann

Raytheon, retired
Richardson ISD
2019 to 2023

View Past Members

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