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.

Team photo

 
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.

 
Ruth Ann Janson

Ruth Ann Janson

Financial Planning Analyst
Office 972-661-9888

Ruth Ann Janson is an integral part of David Test’s team at Northwestern Mutual - Dallas, Texas.  The intersection of her career as a former finance professional and her various life experiences is at the heart of all she does to help clients get their accounts and important documents organized!

Ruth Ann’s experience in Finance includes working as a Senior Manager at PWC, where she specialized in the Mergers and Acquisition practice. She also held a position as Senior Finance Director at a large, privately held Technology company. After taking a few years off to raise her three children, Ruth Ann worked as the Executive Assistant for the Chairman of an International Actuarial Firm. Complimenting her Financial and Administrative experience, Ruth Ann has served in leadership roles for several large-scale volunteer positions in church and community, including the Director of Volunteers.

While her work experiences make her perfectly suited to the business of Personal Account Organization, it is her life experiences that ultimately led to begin providing this service. After walking alongside several friends who found themselves unexpectedly at the helm of their Finances, she discovered there was an empowerment void out there that needed to be filled. Lack of organization, understanding and interest were at the core of this void…and that is the void Ruth Ann aims to fill for Northwestern Mutual’s clients.

 
Wesli Kae Harvey

Wesli Kae Harvey

Executive Assistant
Office 214-525-1000

 

Wesli Harvey joined the team in 2019 bringing with her extensive knowledge of the financial services industry to support my retirement plan clients and participants.  Her responsibilities included request for proposal coordination and follow through on the implementation of plan improvements.  Wesli is fluent in Mandarin Chinese and Bachelor’s degree from BYU with an emphasis on Global Business.

Wesli’s current role as the Administrative Assistant will be providing daily administrative services to David Test to help run a successful retirement plan consulting practice. She also provides outstanding, responsive customer service to all clients.

 
 

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