Chris Cruz, CLU®, CFP®
Wealth Management Advisor


Round Table Associates

My Team

When you choose to work with me, you are placing 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 constantly strive to provide the highest level of customer service, expertise and responsiveness.

If at any time you have a question, concern or need, please let us know.


 
Priscilla Marie Martin

Priscilla Marie Martin

Practice Manager
Office 972-980-2005

Priscilla Martin, our Practice Manager, graduated with a Bachelors of Science degree from Texas Woman's University and joined our team in January 2017. She is licensed in Life and Health insurance as well as securities, and plans to continue her education for years to come. Priscilla oversees the team's operations and workflow to ensure our clients are receiving the best service possible. When she is not helping others plan their financial futures, Priscilla enjoys spending time with her family.

 

 
Caleb Williams

Caleb Williams, CFP®

Office 972-980-2000

Caleb Williams is an Associate Financial Advisor and our Portfolio 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 Finra Series 7 and Series 66 licenses as well as his Certified Financial Planner™ 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 licenses. 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 for years to come.

 

Mary Beth Thompson

Assistant
Office 972-980-2024

When you hear that friendly voice on the other end of the line helping you schedule an appointment, you're talking to our scheduling assistant, Mary Beth Thompson! Mary Beth joined Northwestern Mutual in September of 1984, and in addition to helping schedule plan reviews for our clients, she is also licensed in insurance and has achieved her ALMI and ACS certifications. When she is not helping our team and our clients with her immense experience and knowledge of the financial planning world, she spends time with her three grown children and five grandchildren. She is also an active member and an officer of her local chapter of PEO Sisterhood and sings in the Dallas Area PEO Chorus. She is an essential part of our team who exhibits both her caring attitude and strong work ethic every day. 

 
Joel Ivan Reyna

Joel Ivan Reyna

Office 972-980-2076

Joel is originally from McAllen, TX and attended Lindenwood University on a basketball scholarship. He earned a Bachelor’s of Science degree, and soon after started the internship with Northwestern Mutual, eventually becoming a full time Representative. In September 2019, he joined our team as an associate advisor who helps our clients reach financial security.

 
Phillip Pang

Phillip Pang

Planning Associate
Office 972-980-2012

Phillip Pang joined our team in 2015. He plays an integral role in the management of our client experience, and assists greatly in the production of personalized financial plans, while building lasting relationships with our clients. Phillip lives in Carrollton, TX with his dog, Khaleesi, and enjoys watching soccer and spending time with his family.

 

 

 

Renee VanderVorst

Associate Financial Representative
Office 972-980-2000

Renee VanderVorst is an Associate Financial Representative who joined our team in August 2019. She is licensed in Life and Health Insurance and plays an integral role in providing the exceptional service our clients expect and deserve. She is a University of Texas graduate and enjoys cheering on the Longhorns and spending time with family and friends.

 

Samuel W Johnson

Office 972-661-9888
 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck