Robert E Caldwell

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Staff

When you become my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

As our business has grown, we have continued to expand our team. I have partnered with Ron Hughes for the last few years, and have recently brought on Paxton Kelso to ensure that we continue to deliver on our commitment to you. Both have extensive knowledge supporting financial security through risk management, wealth accumulation, and wealth distribution. I have complete confidence in recommending both of them to you.

If at any time you have a question, concern, or need, please let us know. I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Mary Beth Thompson
Associate Financial Representative
mb.thompson@nmfn.com
(972) 980-2024

INSURANCE - Mary Beth Thompson is a vital part of our team as she assists our clients by providing timely follow-up and guidance, with a primary focus on insurance products: life insurance, disability insurance and long term care insurance.  Associated with Eddie since 1998, Mary Beth has been a part of the Northwestern Mutual Financial Network since 1984.

Mary Beth  Thompson

Rachel New
Associate Financial Representative
rachel.new@nmfn.com
(972) 980-2066

MARKETING - Rachel New is an essential part of our team as she assists our clients in scheduling their meetings and reviews with Eddie.  She is also responsible for the marketing and communication aspect of Eddie´s practice.  Rachel received a BA in Political Science from Texas A&M University, including minors in Horticulture and Communication.  She has been a part of the Northwestern Mutual Financial Network since 2006.

Rachel  New

Francy R Woodall
Associate Financial Representative
francy.woodall@nmfn.com
(972) 980-2026

INVESTMENTS - Francy Woodall is an integral part of the team as she assists our clients by providing timely follow-up and guidance, with a primary focus on investments. Her background and education give her a solid foundation to assist Eddie in this ongoing process. Francy has been a part of the Northwestern Mutual Financial Network since 2005.

Francy R Woodall

Ashley Hale
Associate Financial Representative
ashley.hale@nmfn.com
(972) 980-2025

POLICYOWNER SERVICES - Ashley Hale is an important part of the team as she assists our clients by providing timely follow-up and guidance, with a primary focus on policyowner services. Ashley works with our existing clients making sure that as clients´ lives and needs change, their policy information is accurate and current. Associated with Eddie since 2001, Ashley has been a part of the Northwestern Mutual Financial Network since 1997.



Stacey Wickware
Director of Policyowner Services
stacey.wickware@nmfn.com
(972) 980-2038

POLICYOWNER SERVICES - Stacey Wickware is a critical part of our team as she assists our existing clients by making sure as their lives and needs change, their policy information is accurate and current. Payments, bank account changes, policy changes, loans, withdrawals, and beneficiary updates are just some of the areas in which she assists our clients. Stacey has been with Northwestern Mutual Financial Network since 2000.