RoundTable Associates
Round Table Associates provides comprehensive, personalized wealth management and financial planning.
05/26/2026
Let’s talk through the right type of life insurance for your needs and goals. https://www.northwesternmutual.com/life-and-money/the-different-types-of-life-insurance-explained/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=types-of-life&agentid=017226
05/11/2026
Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals. https://www.northwesternmutual.com/life-and-money/mindful-spending-is-the-new-flex-save-more-splurge-smarter/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=mindful-spending&agentid=017226
05/04/2026
I can guide you through major milestones like sending the kids off to college. Reach out if you’d like to discuss the details. https://www.northwesternmutual.com/life-and-money/student-loans-101-everything-you-need-to-know-before-you-borrow/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_managing-debt_field&utm_term=student-loans-101&agentid=017226
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15851 Dallas Pkwy Ste 1230
Addison, TX
75001