Our Philosophy

Mike is the CEO of North Texas Wealth Management and was named by D Magazine as one of the best financial planners in 2020*.

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 focusing on Marketing from the University of North Texas. She later received her MBA from the Quantic School of Business and Technology.

A proud Texan, Jill resides in Allen with her husband, Bo, and their son, Peyton. Outside of her professional pursuits, Jill enjoys exploring local parks and hiking trails during her leisure time.

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.

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.

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!

Claudia has overall background experience in wealth, risk and office management. She is a licensed General Lines agent in the state of Texas since 2007. She also holds her Series 7, Series 66 and Series 24 registrations through LPL Financial. Claudia is a results-oriented manager with demonstrated experience supporting all areas of management, including supporting C-level professionals and over 25 years of client service experience. Claudia brings a personal commitment to perform to the highest standards with accuracy, efficiency, and consistency. Claudia is motivated as the Operations Manager to lead employees to contribute toward the effectiveness and success of the organization as a team.

Claudia resides in Melissa with her husband, Brandon and their 3 children. Claudia stays active spending time with her family, volunteering in ministry work, and leading several small groups in the local community. She enjoys trying new cuisines and traveling to new places.

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.

As the Internal Business Consultant, Chris Scarborough is instrumental in guiding our team through complex investment strategies and business solutions. His expertise in financial analysis and problem-solving is pivotal in internal decision-making processes and in enhancing our firm’s operational efficiencies.

Chris is licensed with LPL Financial and holds Series 7, 24, and 66 securities registrations through LPL Financial, along with life and health insurance licenses in the state of Texas.

Originally from Garland, Texas, Chris is an alumnus of Lyon College in Batesville, Arkansas, where he pursued degrees in business and economics. During his college years, he excelled as a pitcher in collegiate baseball. His commitment to continual learning and professional growth is evidenced by his active membership in the Estate Planning Council of North Texas.

Outside of work, Chris is a fitness enthusiast, often found in the gym or competing in triathlons. He values family time with his wife, Kim, and their three children, and is deeply involved in supporting youth sports in his community.

A graduate from Texas A&M University with a bachelor’s degree in Business Administration,
Stacy has over 16 years experience as an administrative assistant as well as 12 years
experience in bank compliance.

Stacy lives in McKinney with her husband and 3 cats. In her spare time she enjoys cooking,
reading and playing backgammon. She has volunteered her time helping coordinate
personal financial classes at her church and pet sits for her friends and neighbors.

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.

Cindy has worked in the financial services industry for over 14 years in administrative and client service roles at companies including Northwestern Mutual Financial Network. She joined LPL in 2021 to apply her experience working with advisors in the Admin Solutions Program.

Cindy enjoys cooking, reading, and visiting local wineries. Since 2010, she has volunteered at her local women’s shelter and has found that act of service to be very rewarding. Cindy has a daughter and shares her home with her dogs and cats.

Cindy Osborne is an LPL employee and is part of the Admin Solutions program that supports multiple advisors