TEAM

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.


We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis
  • Social Security claiming strategies


We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?
  • When is the best time to claim Social Security?
  • How does Social Security work?


Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Brad Weddle


Brad Weddle, CFP®, CRPC®, AAMS®


Financial Consultant


Phone:972-613-2525

Fax: 972-613-3500

Email: brad.weddle@lpl.com


For over 20 years Brad Weddle has dedicated his career to financial planning and wealth management. He is focused on helping people create and preserve wealth. The key to his success is the personalized approach he takes in selecting...


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Michael Lowsley, AIF®


Michael Lowsley, AIF®


Financial Advisor Consultant


Phone: 972-613-2525

Fax: 972-613-2525

Email: michael@360wealthplanners.com


Michael Lowsley brings over two decades of financial services experience to his role as a Financial Consultant. With a background that spans major investment firms including Morgan Stanley, Allianz Global Investors, and Amundi Asset Management...


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Vanessa McBurnett


Mathew Welsh, CFP®


Director of Wealth Advisors and Financial Planning


Phone: 972-613-2525

Fax: 972-613-2525

Email: matt@360wealthplanners.com

Matt has been educating clients and acting as their Financial Pathfinder for over 13 years. Matt started his Financial Planning career with Edward Jones in 2003 and then moved to LPL Financial in 2005 to utilize LPL's independent structure....


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