Northwestern Mutual
Dallas
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Dallas office is dedicated to doing good for our clients, employees and community.
Tait Cruse
CLU®
Managing Partner
Tait Cruse, CLU® is the Managing Partner of Northwestern Mutual Dallas. He is in charge of all sales and service operations in the DFW Metro area, Central and East Texas, extending to Western Arkansas. He leads more than 350 Financial Advisors, along with a large support staff, at his firm’s primary office at Lincoln Centre in Dallas. His other offices include Addison, Allen, Park Cities, Frisco, Las Colinas, Rockwall, Tyler, Sulphur Springs, Longview, and Waco. Tait has six children- Mackenzie, Carson, Mason, Tyler, and Emma. His oldest son Connor passed away after a four-year battle with childhood cancer. Tait enjoys traveling, hunting, playing golf, and being active with his family and friends. He supports numerous organizations including the TeamConnor Childhood Cancer Foundation in which Tait is a founding member. He also contributes to The University of North Texas, the Children’s Medical Center of Dallas, the Leukemia & Lymphoma Society, and the ALS Association of Texas.
Jon Quesnel
Chief Development Officer
Jon began his Northwestern Mutual career in 2008 as a financial advisor at the Twin Cities office in Minneapolis. In 2015 he became a Regional Sales Director and helped Northwestern Mutual’s Southern Region advisors grow their practice. Jon is now the Chief Development Officer at the Dallas Network office. Jon helps lead the development and execution of the strategy and vision for our firm. Jon and his wife Sally are originally from Minnesota and moved to Texas in 2015. They have 4 children – Charlie, Teddy, Hazel, and Elijah. Jon and Sally are active on various non-profit boards and also in their Church. Jon enjoys playing golf, fishing, skiing, coaching his children’s sports teams, and music. Jon would love to talk to you about how Northwestern Mutual-DFW is growing. If you are interested in becoming a financial planning professional, you can contact him at jon.quesnel@nm.com.
Beena Kamran
CPA, MAcc, MBA
Chief Financial Officer
In 2016 Beena joined the accounting department of Northwestern Mutual- Dallas. She held the title of Controller until recently when she was appointed Chief Financial Officer. Beena holds an MBA, a Masters in Accounting and has been a small business owner. She is originally from Pakistan. Having lived in Dallas for most of her life, she is a self-proclaimed Texan. Beena is a proud mother of 3 and loves spending time with her grown children.
Chris Sevak
ChFC®
District Director
Chris Sevak is originally from New York, and now he resides in Frisco, Texas with his wife Lauren and their 6 young children. Chris has 20 years of industry experience and was an MDRT producer multiple years in a row. He built a scratch office in New York and was in a corporate vice president role in the financial industry prior to coming to Northwestern Mutual. He is a District Director in the Network office developing advisors and representatives.
Christine Warrick
M.S., CLF®
Strategy Manager
Christine Warrick MS, SPHR, CLF Christie joined Northwestern Mutual - Dallas in September 2004 as Chief Operations Officer, and was named Chief Financial Officer as well, in 2010. Christie has a BA in Business, MS in Counseling, and holds a Senior Professional in Human Resources and Chartered Leadership Fellow certification. Growth and strategy are Christie’s passions. In past careers, she owned gymnastic centers, coached National Champion gymnasts; and had a family counseling practice. Currently, Christie also helps parents of teens navigate adolescence through coaching and writing. Christie and her husband Tom (a NM Advisor) live in Dallas. They have three grown children and five grandchildren. She is on the board of the TeamConnor Childhood Cancer Foundation; is a Big Sister (Big Brothers Big Sisters of Dallas); enjoys reading, cooking, and working out.
Eddie Caldwell
CLU®, ChFC®
Partner and Private Wealth Advisor
Eddie Caldwell is a Wealth Management Advisor, and has been with Northwestern Mutual since 1990. His MD shop opened as a scratch office in 2005, with 36 advisors and representatives and offices in 5 locations. Eddie is a partner in the ensemble, Cornerstone Wealth Management, and is a 19-time Forum qualifier. Eddie is married to Paula, and they have three children, Josh, Courtney and Ryan. His community involvement includes serving on the boards of Prestonwood Christian Academy and South Dallas Community School, and volunteer work with Bonton Farms.
Hugh Mc Fadden
Managing Director
Hugh McFadden is the Managing Director in the Park Cities and Frisco office. Hugh started with Northwestern Mutual working at the Home Office from 1991 to 2001, then became an advisor and was a Field Director until 2005. After becoming a Managing Director, he received the DNO Growth Award 5 years in a row.
Juan Rosas
CFP®
Managing Director
Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. As your Financial Advisor, Juan Rosas will listen, clarify and help prioritize your goals and aspirations before developing a financial strategy designed to help you achieve your vision for the future.
Chris Cruz
CLU®, CFP®
Managing Director
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal 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 toward achieving financial security for your family and business.
Blake Gunderson
Managing Director
As a Northwestern Mutual Advisor, professionalism is defined by one's character and professional standard of practice in supporting clients as a trusted financial expert. Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients.
Cole Caruthers
CFP®, ChSNC®, ChFC®, RICP®, MBA
Growth and Development Director
Cole Caruthers brings Tactical and Unique Strategies for Physicians, Business Owners, and Retirees.