David Brian Test, CFP®

Wealth Management Advisor

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

 

Vickie Kuhn

Executive Assistant
Office 972-663-7255

Vickie Kuhn joined the team in 2012 bringing with her extensive knowledge of the financial services industry from companies such as Mass Mutual and Southwestern Life, specialized in supporting the retirement plan block of business.  Her responsibilities include request for proposal coordination and follow through on the implementation of plan improvements. 

Vickie's current role as the Executive Assistant will be providing daily administrative services to David Test to help run a successful retirement plan consulting practice.  She also provides outstanding customer service assistance to all clients

 
Zachary Norris

Zachary Norris

Office 972-663-7367

Zach has been part of the Northwestern Mutual team since 2012.  He specializes in helping individuals in the planning process and implementation thereof.  He leads the Financial Wellness programs for 401k participants, topics include:

 

  • Financial Planning Strategies for Women

  • Building a Retirement Income Plan

  • Creating a Lifetime of Financial Security

  • Creating Financial Security for a Loved One with Special Needs

  • Disability Income Insurance: Income When You Need It Most

  • Estate Planning: It’s Not Just for the Rich and Famous

  • Guaranteed Income in Retirement: Creating a Lifelong Income Stream

  • Financial Boot Camp for New Parents

  • How to Build Financial Security (Financial Planning 101)

  • Investing Basics- Five Steps to Building a Disciplined Investment Strategy

  • Life Insurance- It’s More Than Just a Death Benefit

  • Long-Term Care

  • Planning for Long-Term Care

  • Smart Strategies for Managing Debt

  • Strategies for Maximizing Your Social Security Income

Zach and his wife live in Aubrey with their two children.  Zach enjoys family time, brushing up on all things financial in his spare time as well as polishing his skills with his indoor soccer team.

 
 

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