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Our Team

Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Chad Atkins, CFP®, CRPC

Co-Founder 360 Wealth Management Partners



Chad is the Co-Founder and Senior Partner of 360 Wealth Management Partners. He began his career in the financial services industry in 1990 with an internship during college. After learning the risk management side of the planning process, he moved on to the investment and service side by joining HD Vest in Las Colinas, Texas. There he trained and taught tax professionals the financial planning process. Gaining his investment registrations, Certified Financial Planning (CFP®) designation and his supervisor (principle registration), he went into management and the training/teaching side of the business. Teaching representatives was something he excelled at and enjoyed. Around 1996, Chad took his passion for teaching to the institutions and worked mainly with the major Wall Street Firms and a few Independents Firms for the next 12 years. He worked as a Regional Vice President of two of the largest financial institutions in the world. Training advisors through public speaking and individual consulting was something he thoroughly enjoyed and quickly excelled to the top of each of those organizations.

Tired of traveling every week, watching clients not getting sound advice or hands on service and watching his kids growing up too fast, Chad decided to make a big change. Leaving the corporate world and perks and moving back to the client side, he desires to actually help people directly.

Chad received his bachelor’s degree in Business Management from the University of North Texas and is credentialed as both a Certified Financial Planner (CFP®) and a Certified Retirement Planning Counselor (CRPC). Chad has extensive experience in estate planning, advanced tax planning, portfolio analysis and investment management. Chad has taught top producing advisors at both the Wall Street and Independent firms across the country. Chad combines personal attention with investment experience to help educate his clients to work towards financial success, while ensuring that 360 Wealth Management meets its commitment to integrity, objectivity and transparency to its clients. Chad and his wife Angie have lived in the DFW area since childhood and currently reside in the Plano area. They have three children and are very active in their Church, Christian School and their children’s sports.

Frank Holt

Investment Executive



Frank began his practice in February 1984 in Arlington, TX and is in his 37th year of working with his clients.

During his college years of 1966 to 1969, Frank taught flying at a local flying school to make his way through college. He holds a Commercial Pilots license with single, multi-engine, and instrument ratings. Following college, he served on the island of Papua New Guinea with the Baptist Mission for 11 years including ministry work, village airstrip development and part time flying.

As a registered representative for more than 30 years and affiliated with LPL Financial for the past 4 years, Frank is dedicated to the continued success of his clients and their families, including working with ministers, missionaries, and mission staff personnel in their sometimes-unique financial planning circumstances.

William Atkins, Jr. CFP® ,CFS®  

Co-Founder 360 Wealth Management Partners



Wil is a co-founder with 360 Wealth Management Partners and an Investment Advisor Representative. He is a Registered Securities Representative of LPL Financial and holds the Series 7 registration with LPL Financial, and Series 66 registration Advisor Resource Council, and Texas Insurance Group 1 licenses. He also achieved his Certified Financial Planner ™ Designation in August of 2023. 

Wil Atkins was born in Denton Texas and then traveled to live in Lagos, Nigeria until he was eleven, he has lived in DFW ever since. He received his Bachelor’s Degree from the University of North Texas. Wil is married to his lovely wife Tiana and has two children Harper and Hudson. Wil enjoys spending time with his family, going to the lake, and playing golf.

Prior to joining 360 Wealth Management, Wil started his journey in the financial industry at Bank of America. During his time at Bank of America he learned to listen to his client’s financial needs and get them the most suitable strategy to help them run their business efficiently.

As an Investment Advisor Representative , Wil is held to a fiduciary standard by federal and state law. “I will strive to put the interest of my clients first at all times – ahead of my own”. Wil aspires to alleviate the stress and emotional anxiety accompanied in navigating the complicated world of financial management allowing his clients to have confidence.

Matt Middleton

Financial Advisor



Matt grew up in Dallas, Texas. He received his Bachelor’s Degree from the University of North Texas. Matt is an Investment Advisor Representative and holds the Series 65 registration with Advisor Resource Council as well as the Texas Life and Health Insurance license. Matt and his lovely wife Anna have two daughters named Grace and Abbie. Matt enjoys spending time with his family, exercising, and being outdoors. He is an avid Texas Rangers, Dallas Mavericks, and North Texas Mean Green fan.

Prior to joining 360 Wealth Management Partners, Matt worked as a corporate revenue manager for Hilton Hotels. Several years ago, Matt and his wife went through a financial course at their church. It was in this class that Matt discovered his true passion of financial planning. He brought his new passion and knowledge with him to the office and began helping co-workers with budgets, financial goals, and action steps to help them achieve these goals.

Since then, Matt has led several financial planning courses both in person and online. Always eager to help improve financial situations, Matt loves when people reach out for financial advice and recommendations.

Kathy Larson

Client Relationship Manager



Kathy has served as a personal and administrative assistant to LPL Financial for over 7 years and 3 years with 360 Wealth Management Partners. Kathy provides a friendly and confident first impression for our clients and also administers administrative support to executives and to the Operations team. Her duties include answering incoming calls, paperwork support, and assisting with other business tasks and projects throughout our organization.

Braden Givens, CFP®, EA

Financial Advisor



Braden joined 360 Wealth Management Partners in 2023. As a Financial Advisor, Braden helps individuals, families, and businesses define, plan for, and pursue their financial objectives. Helping clients plan for their future is what Braden enjoys most about his role at 360WMP, and his background is perfectly suited to educating and coaching families through complex situations. His true passion is cultivating long-term relationships with his clients and their families.

Braden is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent who also holds his Series 7 & Series 66 registrations and Texas Insurance Group 1 licenses. Braden is also a Tax Accountant for Melton, Fangman, & Co. where he assists with personal & business income tax preparation. 

Braden graduated with Honors from Texas Tech University in 2017 where he earned his Bachelor of Science in Personal Financial Planning. While at Texas Tech, Braden served as a Financial Coach for students and held numerous executive board positions on campus. Upon graduation, Braden spent his time at respective financial planning firms in Saint Louis and DFW. Braden stays actively engaged in the financial planning community where he previously held a role on the NexGen committee for the DFW Chapter of the Financial Planning Association.

Outside of work and organizations, you can find Braden golfing, fishing, or rooting on Texas Tech Red Raider Athletics. He currently lives in Fort Worth and has a beautiful fiancé, Madison, and two rambunctious dogs, Heidi & Mack, that all keep him on his toes.