Broker Check

Client Advisory Board


For Our Clients, By Our Clients

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.

Members of the board are selected and invited 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
Resource One, retired
2019 to 2021

David and Kim Bulleit
Raytheon
One America Financial
2020 to 2022

Daniel and Rebecca Burns
Vista Energy
Computer Sciences Corporation
2020 to 2022

Freeman and Jeannie Moore
Raytheon, retired
2020 to 2022

Dean and Rita Raynor
Rockwell Collins, retired
2019 to 2021

David and Dottie Zimmermann
Raytheon, retired
Richardson ISD
2019 to 2021

Past Client Advisory Board Members

John and Barbara Alice
Texas Instruments
2013 to 2014




Jack and Ruthie Bowerman
L-3 Communications, retired
2011 and 2012

Jaime and Marie Barraza
Texas Instruments, retired
Richardson ISD 
2016 to 2017


H.M. and Linda Bryant
Raytheon, retired
Plano ISD, retired
2011 and 2012

Mitzi Blackwell
Bank of America
2012 Chairwoman
2010, 2011, and 2012


Mike and Dianne Chaffee
Raytheon, retired
2017 to 2018

Jim and Marilyn Board
Atlas Copco
IEX Corporation
2008, 2009, 2010


Gary and Kathy Collier
Chairman 2014
Sears Holding, retired
First Presbyterian Church
2013 and 2014

Pat Currin
Texas Instruments, retired
2009, 2010, 2011, 2012

Frank and Annie Dickson
Verizon, retired
2008, 2009, 2010, 2011

Mike and Cynthia Donohoe
Chairman 2018
Raytheon, retired
2017 to 2018

Johnny Garrett
Chairman 2011
Raytheon, retired
2008, 2009, 2010, 2011

Randy and Phyllis Hulse
Raytheon, retired
Raytheon, retired
2013 and 2014

Bob and Mary Johnston
Texas Instruments, retired
City of Garland, retired
2008 and 2009

Steven & Elizabeth Jones
Texas Instruments, retired
2014 to 2015

Jack and Debbie Loraine III
Chairman 2017
ARMY/Raytheon, retired
2016 to 2017

Steven Marantz
Raytheon
2017 to 2018

Steve McCollough
Raytheon, retired
2014 to 2015


Jeff and Dee McCoy
L-3 Communications
2012 to 2013


Donny & Carolyn Moore
Chairman 2015
Raytheon, retired
2014 to 2015

Marynell Murphree
Northrop Grumman, retired
2008, 2009, 2010

Clarence Payne
Pepsi Co, retired
2008, 2009, 2010


Jerry and Patricia Puckett
Coca Cola, retired
Buckner Intl., retired
2015 to 2016

Rick and Kim Ross
Raytheon
2011 and 2012

Richard and Maureen Rump
Raytheon, retired
2013 and 2014

Cal and Fran Stewart
Raytheon, retired
Texans Credit Union, retired
2008, 2009, 2010

Andrew and Pauline Stryk
Chairman 2016
Nexen, retired
Office of Dr. Anthony
2015 to 2016

John and Maxie Terry
Raytheon, retired
2008 and 2009

Richard and Mary Jane Tobaben
Raytheon, retired
Collin College, retired
2015 to 2016

Larry and Ginny Wigley
Raytheon, retired
Richardson ISD
2016 to 2017

Eileen Wahlstrom
Raytheon
2013 Chairwoman
2011,2012,2013



Earl Wooten III
Oxychem, retired
2012 and 2013


Edna West
Texas Instruments, retired
2008 and 2009


Fred Franke
Raytheon, retired
2018 to 2019

Jim Westphalen
Raytheon, retired
2013 and 2014


David Terrell
Raytheon, retired
2018 to 2019

Craig and Debbie Fisher
Chairman 2019
Raytheon, retired
2018 to 2019