Joel E Moore, CLU®

Financial Advisor

My Team

Joel Moore knows that when you become his client, you place your trust in him to help make your vision a reality.  He strives towards excellence in the service of clients who are making some of the most important decisions of their lives,and has carefully chosen an expert staff to fulfill this commitment.

 
Adam Kingston Moore

Adam Kingston Moore

Financial Representative
Office 972-980-2064

Adam Moore grew up in the Dallas area and now currently resides in Little Elm with his wife, Lindsey, and his daughter, McKinley.  Adam attended Texas A&M University in College Station, Texas.  When not investing his time in his career, he enjoys spending time with his family and his dog.

Adam Moore began his career at Northwestern Mutual as an intern in the summer of 2012. He then transitioned to a full time financial representative beginning in 2013. Adam joined our team beginning in 2015. He is series 6 and 63 securities registered and licensed in Life and Health Insurance.

 
Priscilla Marie Martin

Priscilla Marie Martin

Director of Insurance Operations and Services
Office 972-980-2000

Priscilla Martin grew up in the Dallas area and attended Texas Women's University where she received her degree in Nutrition and Dietetics.  After a decade of career experince, Priscilla pursued a career in financial services where her many skills and talents are put to good use.  Priscilla and her husband, Caleb, live in McKinney with their son, Zeke.  In her spare time, she enjoys spending time with her family and friends.

Priscilla Martin serves our clients as the Director of Insurance Operations and Services.  She is licensed in Life and Health insurance as well as securities.  She plays an integral role with the management of our client's experience, including all new business as well as being a resource for the needs of existing clients. 

 

 

 
Phillip Pang

Phillip Pang

Director of Planning
Office 972-980-2012

Phillip Pang was borona nd raised in the Dallas area.  He graduated from Austin College in Sherman, Texas with a double major in Business Administration and Psychology.  Phillip currently resides in Lewisville with his dog, Khaleesi, and enjoys watching soccer and spending time with his family.    

Phillip joined our team in 2015 as our Director of Planning. He holds his 6 & 63 securities licenses as well as a license for Texas Health & Life Insurance.  He plays an integral role in the management of our client experience, and assists greatly in the production of personalized financial plans, while building lasting relationships with our clients.

 
 

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