My Team

Caleb Williams is an Associate Financial Representative. 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™ professional 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.

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.

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.

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. 

Candice is an Associate Financial Representative and joined RoundTable Associates in 2021. She is licensed in Life and Health Insurance and is great at communicating clearly with clientele. Candice is passionate about volunteering at animal shelters and has two dogs of her own that she cares for. 

Isabela is an SMU graduate from here in Dallas and she joined our team in 2021 as a Marketing Associate. She works on breaching new markets and ensuring that we are communicating with our target demographics in a clear and effective manner. Isabela enjoys hitting reading goals, traveling to new places and spending time with her dog and husband.

Kristin joined the team in 2022 as a Financial Representative Assistant. She was born and raised in Dallas and graduated from Texas A&M with a degree in economics. You can find her either competing at chess tournaments, gardening, traveling abroad, or nose deep in a book. Kristin and her husband also enjoy volunteering with the youth group at their church.