My Team

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 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.

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. 

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 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.

Brooke Tomlin joined our team in August 2020 as an Associate Financial Representative. She graduated from the University of Arkansas with a Bachelor of Arts degree in Journalism. Brooke enjoys channeling her inner creativity by traveling, spending time outdoors, and cooking with family and friends.

Maribel Ostergaard joined the team as an Associate Financial Representative licensed in Life and Health Insurance.  She earned her MBA from the University of Texas at El Paso and her undergraduate from Tarleton State University.  Maribel retired from the military after 20 years and now lives in Lewisville with her husband Matt, their son Martin and family poodle, Charlotte.  In her time off, Maribel enjoys reading, crafting, and spending quality time with family and friends.

Sam graduated from UT Dallas with a Bachelors of Science in Economics and obtained his Life and Health insurance license, Series 6, and Series 63 while in school. He started working at Northwestern Mutual in 2011 at the Network Office until moving to the Addison office in 2020. In his free time, Sam loves watching all types of sports, playing ultimate frisbee, and spending time with family and friends. Sam and his wife, Emily are active in serving as youth leaders at their church.