Matthew Ostergaard

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to helping you achieve your goals of financial security, assuring that your intentions have been understood and your needs are addressed. With you as the center of our focus, we will guide you towards helping you achieve financial security for your family and business.

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to helping you achieve your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. When it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with a comprehensive variety of products and services.

Matt focuses on veterans, veteran-owned business, small businesses, technologists, health care professionals, and families. Matt’s mission is to synthesize the oceans of financial planning information through your fingertips, friends, family, and strangers. He wants to create a comprehensive plan to live your life now and protect your tomorrow.

Caleb Williams is an Associate Financial Representative and our Project Manager. He graduated from Hardin Simmons University with his B.B.A. in Finance and Economics. After graduating from college, Caleb spent 5 years with Fidelity where he attained his FINRA Series 7 and Series 66 licenses as well as his CERTIFIED FINANCIAL PLANNER™ Professional certification and joined our team in July of 2019. After joining the team, he attained his Life and Health Insurance licenses. Outside of the office, Caleb is a fan of all Dallas sports and enjoys staying active by playing golf or softball and spending time with friends and family. He and his wife, Megan, are active in their church and look forward to serving their community here for years to come.

Candice graduated from Texas A&M at Texarkana with a degree is Business Administration. She grew up in Dierks, AR and currently lives in Greenville, TX with her husband. They enjoy playing with their two dogs and spending time together.

Renee VanderVorst is an Associate Financial Representative who joined our team in August 2019. She is licensed in Life and Health Insurance and plays an integral role in providing the exceptional service our clients expect and deserve. She is a University of Texas graduate and enjoys cheering on the Longhorns and spending time with family and friends.