Network of Specialists

Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Estate & Business Planning Specialist Chad Armstrong

Chad Armstrong

CFA®, CFP®, AEP®

Estate & Business Planning Specialist

Photo of Estate & Business Planning Specialist Tom Weilert

Tom Weilert

CLU®, ChFC®, RICP®

Estate & Business Planning Specialist

Photo of Annuity Specialist Richard August Asel

Richard August Asel

CLU®, ChFC®, CASL®, RICP®

Annuity Specialist

Photo of Life Insurance Specialist Jay D Courtney

Jay D Courtney

CLU®, RICP®, ChFC®

Life Insurance Specialist

Photo of Partner and Private Wealth Advisor Charles B. Prothro

Charles B. Prothro

CFP®, AEP®, ChFC®, CLU®

Partner and Private Wealth Advisor

I graduated with Honors from Wake Forest University in Winston-Salem, North Carolina. I began my career with Northwestern Mutual in Richmond, Virginia in 1982 and, from 1983 through 2019, I based my business out of my hometown of Wichita Falls, Texas. I began yet another season of my career in 2020 with the establishment of Trinity Planning Associates in Fort Worth, Texas.
Photo of Jason Luce

Jason Luce

Photo of Financial Representative Kathryn O. Smith

Kathryn O. Smith

Financial Representative

Photo of Co-Founder and Private Wealth Advisor Loren Hsiao

Loren Hsiao

CLU®, CFP®

Co-Founder and Private Wealth Advisor

Photo of Wealth Management Advisor Zach Davis

Zach Davis

CFP®

Wealth Management Advisor

My passion is to make individuals, families, and businesses financially secure in every aspect. We first work toward understanding what is most important to you and create a comprehensive financial plan to get you there. We take the time to educate and find solutions based on your values and long term goals. We have a multi-generational approach to financial planning with the clients we serve.