Client Advisory Board
Client Advisory Board members serve as advocates and a collective voice for our clients. They do not offer investment advice, but help us gain insight into the wants and needs of our clients and to find innovative ways to better serve them. Their feedback on issues such as new services and programs, marketing materials, communications, investment reports, and impressions about staff, phone courtesy, and office atmosphere are invaluable to our commitment of constantly improving our service and business practices.
In an effort to provide the best possible input to improve the overall client experience, members of the board are selected and invited to serve on the board based on a variety of characteristics: length of time as clients of North Texas Wealth Management, geographic diversity, investment, and technological experience.
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 |
Craig and Debbie Fisher |
Fred Franke |
Dean and Rita Raynor |
David Terrell |
David and Dottie Zimmermann | ||
Past Client Advisory Board Members | |||
John and Barbara Alice
Jack and Ruthie Bowerman |
Jaime and Marie Barraza
H.M. and Linda Bryant |
Mitzi Blackwell
Mike and Dianne Chaffee |
Jim and Marilyn Board
Gary and Kathy Collier |
Pat Currin |
Frank and Annie Dickson |
Mike and Cynthia Donohoe |
Johnny Garrett |
Randy and Phyllis Hulse |
Bob and Mary Johnston |
Steven & Elizabeth Jones |
Jack and Debbie Loraine III |
Steven Marantz |
Steve McCollough |
Jeff and Dee McCoy |
Donny & Carolyn Moore |
Marynell Murphree |
Clarence Payne |
Jerry and Patricia Puckett |
Rick and Kim Ross |
Richard and Maureen Rump |
Cal and Fran Stewart |
Andrew and Pauline Stryk |
John and Maxie Terry |
Richard and Mary Jane Tobaben
Larry and Ginny Wigley |
Eileen Wahlstrom
Earl Wooten III |
Edna West |
Jim Westphalen |
