After a 17 year career in a Christian ministry, Matt moved into the financial world as a Wealth Management Advisor with Northwestern Mutual. Through personal commitment, professional associations, accreditations and continuing education, Matt has worked hard to establish a reputation as a respected professional and to gain the trust of clients.

In the office, Matt serves as both a financial guide for his clients and a leader for other advisors. In addition to providing comprehensive financial plans for his clientele, Matt has taken on the role of Field Director and spends time developing younger advisors in their careers.

Awards and Recognition

• Financial Advisor of the Year 2023
• Lives Leaders Summit Qualifier, 2022
• Life Impact Award Winner, 2016-2022

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Education

• Series 6, Series 7, Series 63, and Series 65 registrations
• Wealth Management Certified Professional (WMCP®) designation
• Retirement Income Certified Professional (RICP®) designation
• Chartered Life Underwriting (CLU®) designation
• Chartered Financial Consultant (ChFC®) designation
• Accredited Estate Planner (AEP®) designation

Personal

From pastor to farmer to small business owner to financial advising I understand change and all the ups and downs that come with it. Jazz music and trumpet playing fill my weekends while my weekdays are spent with my clients. Whether it is maintaining my own honey business or helping others reach their financial goals I understand the hard work and effort it takes to reap the benefits.

Currently, I reside on my ranch with my wife, Jennifer, and my three children, Caleb, Jacob, and Chloe. I enjoy cycling, music, discipleship training, gardening, and technology.

Since 2015, Chris has been operating as one of the top Growth and Development Directors in the company, shaping others into leaders and well rounded financial representatives. In 2023, Chris took over the Managing Director role of the largest producing district network office at Northwestern Mutual*.

In 2018, Chris saw the value of working through a team and founded the RoundTable Associates wealth management firm. Lead by Chris, they have been able to bring over an average of 40+ million of new assets each year. Their advisors consist of Lives Leaders Summit and Forum producers alongside a phenomenal team that help them execute their vision.

Education

• CERTIFIED FINANCIAL PLANNER™ Professional certification, 2013
• Chartered Life Underwriter designation® (CLU®), 2013

Awards & Recognition

• Forbes Best In-State Top Financial Security Professional, 2022, 2023
• #1 Growth & Development Director at Northwestern Mutual, 2020 - 2022
• Forum Qualifying Member, 2017 - 2022
• Lives Leaders Summit Qualifier, 2013 - 2022
• Million Dollar Round Table Qualifying Member (MDRT), 2015, 2018
• National Associate of Insurance & Financial Advisors Quality Award, 2014, 2015
• Top 10 Mike Gish Award, 2013

Personal

I was born in Miami, lived my formative years in Atlanta, and moved with my family to Dallas in 2004. I attended A&M University and in 2010 I interned at Northwestern Mutual. It didn’t take long to realize that I discovered my career and I never looked back.

Currently, I reside in Carrollton with my wife, Bethany, my son, Clay, my daughter, Mia, and my two dogs Bella and Leo. I am passionate about expanding into the Hispanic market and I embrace my Spanish Heritage by maintaining my fluency in Spanish & English. I also visit Miami frequently to stay in touch with close family and clients.

You will often find me plugged into an audiobook or looking for plane tickets to Hawaii where we have made a second home. If I’m not working, then I am trying to catch every moment with friends and family.

*Based on an examination of all district network offices’ annual productions.

Forbes Best-in-State Top Financial Security Professionals list (July 2023, July 2022), based upon data as of December 31st of the preceding year.  Research and ranking provided by SHOOK Research.  Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s).  Rankings and recognitions are no guarantee of future investment success. 

The National Association of Insurance and Financial Advisors (NAIFA) Quality award is primarily based on sales production.  Advisors must be a NAIFA member and pay an application fee.  Award is based upon production from the prior calendar year. For more information see: naifa.org/membership/awards/quality-award.- 

Caleb Williams is an Associate Financial Representative and our Planning Manager. He graduated from Hardin Simmons University with his B.B.A. in Finance and Economics. Upon graduating from HSU, Caleb started his career at Fidelity Investments and spent 5 years in various roles there gaining expertise in areas including retirement income planning and portfolio construction. He attained his Series 7 and Series 66 registrations as well as his CERTIFIED FINANCIAL PLANNER™ Professional certification during his 5 years at Fidelity and then joined our team in July of 2019. After joining the team, he attained his Life and Health Insurance registrations. Caleb helps our clients achieve their financial goals through planning and investment management. 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.

Northwestern Mutual played a key role in Cole's family's personal financial security and the business that his father owned. This impact on his family led him to start a career at Northwestern Mutual in 2017.

Awards and Recognition

• Lives Leader Summit Qualifier, 2022
• Life Impact Award Winner, 2019-2022

In his first year, Cole recieved the DFW's Leading 1st Year Advisor award and in 2022 he qualified for Lives Leaders Summit, a sought-after company milestone. In addition to financial advising, Cole also works as a College Unit Director to develop future representatives in their own career paths at Northwestern Mutual.

Education

Cole Reiser graduated from the University of California, Berkeley with a Bachelor's degree in Political Economics and was a two-time collegiate National Champion for rowing.

Personal

Before I joined Northwestern Mutual as a financial advisor, I served for three years as the Head of Fundraising for my alma maters' rowing team at UC Berkeley. Spending countless morning hours on the Oakland Estuary, winning two national collegiate and two international collegiate championships has cemented the Cal rowing team forever in my heart. I remain an active supporter to this day.

My wife Rachel and I met at Berkeley where she was also a collegiate athlete, winning multiple national championships in swimming and previous to that, an Olympic gold medal in the 2012 Olympics. Today we enjoy our free time with our sons, Shepherd and Beckham, and our Goldendoodle, Lucy, at Cedar Creek Lake, family get togethers in Minnesota, or cheering on the Jesuit rowing team at White Rock Lake.

Matt's professional career includes a 25-year career in the military before joining Northwestern Mutual. In the military, Matt led Soldiers in operational and combat deployments. Post-military, he started his career in banking and now he serves his clients with RoundTable Associates. Matt specializes in working with families, closely-held businesses, and technology professionals. He has a passion for helping veterans navigate the complexities of military benefits and assisting them in their financial transition back to the states.

In 2022, Matt received the Congressional Veteran Commendation from Congresswoman Beth Van Duyne. This award is a nominations-based program designed to recognize the wartime sacrifices and peacetime community involvement of residents of the 24th Congressional District of Texas

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Personal

Before joining the Round Table Associates Team, I spent almost 25 years in the Army. There were many things I learned and experienced during that period that shaped who I am today, one of which was meeting my wife, Maribel, who gave me our son, Martin.

Today, my family and I like to escape to the Northwoods of Wisconsin several times a year where my son, Martin, loves camping and fishing. In my community, I volunteer with the local Cub Scout Pack, our local church, and several Veteran organizations. We also have a standard Poodle that demands a bit too much attention - at least more than Maribel's liking. Little known secret: you might spot me in the Netflix show "House of Cards", keep your eyes peeled!

I got my start with Northwestern Mutual as I wrapped up my B.S. from the University of Texas at Dallas. These days, I call McKinney home. Nothing is more fun that spending time with my Beautiful wife, Bela, and our two incredible dogs, we're also excited to say we have a little girl on the way. My Cuban heritage is a big part of who I am, shaping not just my background but also my outlook on life and work ethic.

When I'm not crunching numbers or diving into financial plans, you can usually find me out at the range on our family ranch, soaking up knowledge from the latest audiobook, or faithfully tagging along for my wife's latest home renovation idea. I've also got a soft spot for animals, so I'm often taking in new family members to care for, our most recent addition being two parakeets.

In my professional life, I've found my niche working with business owners, attorneys, and physicians, helping them navigate the financial landscape with confidence. Over the past few years, I've had the honor of receiving the leading advisor award for my tenure. I want to build on this success— my goal is to keep growing and expanding, especially in the Hispanic market, where I can serve my community in meaningful ways.

One of my biggest goals is to buy some land where I can continue to raise my army of kids and animals, and I have been lucky enough to find a career where I solely focus on helping others achieve those dreams too. Let's work together to make them a reality!

Renee joined our team in August 2019, and is currently the Director of Operations for RoundTable Associates. She plays an integral role in providing the exceptional service our clients expect and deserve. She has her Series 6, Series 7 and Series 63 registrations. Renee is a University of Texas graduate and enjoys cheering on the Longhorns and spending time with family and friends.

Kristin joined the team in 2022. She was born and raised in Dallas, TX and graduated from Texas A&M with a degree in Economics. She has attained her Series 7 registrations. She is the Planning Lead of our team and enjoys getting to know clients goals and objectives and building a plan that is custom tailored to their needs.

Outside of work Kristin and her husband Edisan are active in their church community and enjoy leading a bible study together. She also enjoys competing in chess tournaments, gardening, and DIY home renovations.

Sam graduated from UT Dallas with a Bachelors of Science in Economics and obtained his life and health insurance license and obtained his series 6 and 63 registrations while in school and obtained his series 7 registration in 2021. Sam started working at Northwestern Mutual in 2011 and stayed at our Network Office until moving to the Addison office in 2020. He is currently the Investment Lead for RoundTable Associates.

Sam loves watching sports of almost all types, playing ultimate frisbee, and spending time with family and friends. He is married to Emily, and they have a son named Quinn and 2nd son due in June. Sam and Emily are active in serving as youth leaders at our church.

Trevor Tutle is an Associate Financial Representative. He graduated from Stephen F. Austin State University with his B.B.A. in General Business and Communication. After joining the team in September of 2023, he attained his Life and Health Insurance license. Trevor plays an important role in providing clients with the best service possible. Outside of the office, you can find Trevor on the Golf course, gym, or spending time with his Wife, Mary-Kate, and his dog Luka. Trevor and his wife are also active members of their church and want to serve their community in every way possible.