Northwestern Mutual
Park Cities & Frisco
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Leadership
Putting people first.
All of our leadership are dedicated to doing good for our clients, employees, and community.
Get to know our leadership team
Leadership at the Park Cities & Frisco office is dedicated to doing good for our clients, employees and community.
Will Brezette
Field Director
I work directly with clients to develop their customized financial plan around integrating insurance and investments to maximize lifetime retirement income and legacy.
Addi Locke
Field Director
Addi has a heart to serve others and is passionately motivated to advise and give clarity to client’s financial futures. Her core values are family, integrity and faith; which she strives to reflect in her client's financial plans. Addi employs the expertise of her team and specialists available here at Northwestern Mutual.
Jake Meredith
WMCP®
Field Director
As a Dallas native, I enjoy taking my clients through the process of creating and implementing their financial plan. The planning process starts with getting to know you and your family, understand what is most important to you, what your aspirations are and where you are trying to go. My team is equipped to work with families, businesses, Big 4 Accounting Professional and many other industries.
Cole Caruthers
CFP®, ChSNC®, ChFC®, RICP®, MBA
Growth and Development Director
Cole Caruthers brings Tactical and Unique Strategies for Physicians, Business Owners, and Retirees.
Mayson Sheeks
Development Coordinator

Sarah Schwertner
SPHR
Director of Operations