Our Team

Chad is the Co-Founder and Senior Partner of 360 Wealth Management Partners. He began his career in the financial services industry in 1990 with an internship during college. After learning the risk management side of the planning process, he moved on to the investment and service side by joining HD Vest in Las Colinas, Texas. There he trained and taught tax professionals the financial planning process. Gaining his investment registrations, Certified Financial Planning (CFP®) designation and his supervisor (principle registration), he went into management and the training/teaching side of the business. Teaching representatives was something he excelled at and enjoyed.

Around 1996, Chad took his passion for teaching to the institutions and worked mainly with the major Wall Street Firms and a few Independents Firms for the next 12 years. He worked as a Regional Vice President of two of the largest financial institutions in the world. Training advisors through public speaking and individual consulting was something he thoroughly enjoyed and quickly excelled to the top of each of those organizations.

Tired of traveling every week, watching clients not getting sound advice or hands on service and watching his kids growing up too fast, Chad decided to make a big change. Leaving the corporate world and perks and moving back to the client side, he desires to actually help people directly.

Chad received his bachelor’s degree in Business Management from the University of North Texas and is credentialed as both a Certified Financial Planner (CFP®) and a Certified Retirement Planning Counselor (CRPC). Chad has extensive experience in estate planning, advanced tax planning, portfolio analysis and investment management. Chad has taught top producing advisors at both the Wall Street and Independent firms across the country.

Chad combines personal attention with investment experience to help educate his clients to work towards financial success, while ensuring that 360 Wealth Management meets its commitment to integrity, objectivity and transparency to its clients. Chad and his wife Angie have lived in the DFW area since childhood and currently reside in the Plano area. They have three children and are very active in their Church, Christian School and their children’s sports.

Wil is a co-founder of 360 Wealth Management Partners and serves as an Investment Advisor Representative. He is a Registered Securities Representative with LPL Financial, holding both the Series 7 and Series 66 registrations through LPL Financial and Advisor Resource Council, respectively. Additionally, he is licensed in Texas for Group 1 insurance and achieved the Certified Financial Planner™ designation in August 2023, a testament to his commitment to excellence in financial planning.

Born in Denton, Texas, Wil spent his early childhood in Lagos, Nigeria, before returning to the Dallas-Fort Worth area, where he has lived ever since. He earned his Bachelor’s Degree from the University of North Texas. Wil is a dedicated family man, married to his wife, Tiana, with whom he has two children, Harper and Hudson. Outside of his professional pursuits, he enjoys quality time with his family, recreational activities at the lake, and golfing.

Wil’s career in the financial services industry began at Bank of America, where he developed a deep understanding of client needs and tailored strategies to help business owners operate more efficiently. This foundational experience laid the groundwork for his comprehensive and client-focused approach to financial advising.

As an Investment Advisor Representative, Wil upholds the fiduciary standard, adhering to federal and state regulations to prioritize his clients’ best interests. His mission is to simplify the complexities of financial management, alleviating the stress and uncertainty often associated with navigating financial goals. Wil is dedicated to empowering his clients with strategies that inspire confidence and enable long-term success.

Matt grew up in Dallas, Texas, and earned his Bachelor’s Degree from the University of North Texas. He is an Investment Advisor Representative, holding the Series 65 registration with Advisor Resource Council, as well as the Texas Life and Health Insurance license. Matt has also earned the Certified Fund Specialist (CFS) designation, which enhances his expertise in mutual funds and investment strategies.

Matt and his wife, Anna, are the proud parents of two daughters, Grace and Abbie. He enjoys spending quality time with his family, exercising, and being outdoors. A true sports enthusiast, Matt is an avid fan of the Texas Rangers, Dallas Mavericks, and North Texas Mean Green.

In addition to his professional work, Matt is an active member of Grace Avenue United Methodist Church, where he contributes his time and skills to serve the community.

Before joining 360 Wealth Management Partners, Matt worked as a corporate revenue manager for Hilton Hotels. Several years ago, Matt and Anna took a financial course at their church, where Matt discovered his passion for financial planning. Inspired by what he learned, Matt began applying his newfound knowledge by helping his coworkers with budgeting, setting financial goals, and creating actionable steps to achieve them.

Since then, Matt has led several financial planning courses, both in person and online. He is passionate about helping people improve their financial situations and loves when individuals reach out for advice and recommendations to better their financial futures.

Kathy has served as a personal and administrative assistant to LPL Financial for over 7 years and 3 years with 360 Wealth Management Partners. Kathy provides a friendly and confident first impression for our clients and also administers administrative support to executives and to the Operations team. Her duties include answering incoming calls, paperwork support, and assisting with other business tasks and projects throughout our organization.