David Brian Test, CFP®, CEBS®, RICP®
Wealth Management Advisor

22 One Advisors

My Team

Team photo

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.

Zachary Norris

Zachary Norris, RICP®

Director of Investments and Planning
Office 972-663-7367

Zac 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 Strea>
  • 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

Zac and his wife live in Aubrey with their two children. Zac 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