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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

972-421-1395

972-421-1350

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

817-784-0563

817-466-8609

frank.holt@lpl.com

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. CFS®

Co-Founder 360 Wealth Management Partners

972-421-1399

972-421-1350

william.atkins@lpl.com

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.

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 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

972-421-1363

972-421-1392

matthew.middleton@lpl.com

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 one daughter named Grace. 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

972-421-1395

972-421-1350

kathy.larson@lpl.com

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.

Rosalie Sheppeard

Client Relationship Manager

817-784-0563

817-466-8609

rosalie.sheppeard@lpl.com

Rosalie came to work for Frank Holt & Associates March of 2000 and is in her 21st year as Executive assistant to Frank Holt.

She provides excellent customer service to our clients and administrative support for the team. Rosalie takes incoming client calls, supporting their service needs and following up with client requests.

Marcy Furney

Business Consultant

972-421-1399

972-421-1392

Marcy Furney has been a financial planner for over 30 years and has worked in several areas of the financial services industry including large corporate management benefit plans and non-qualified deferred compensation programs. Her clients are primarily individuals, business owners and key executives with whom she works to develop strategies in the following areas:

  • Pre-retirement and Post-retirement Planning – including retirement income distribution and rollovers of company plans
  • Wealth Accumulation and Management
  • Investment Planning
  • Estate Planning
  • Small Business Retirement Plans
  • Risk Management – Life, Disability, and Long Term Care Insurance


Marcy helps her clients seek financial freedom and independence through establishing clear goals and financial discipline. She works with clients to prepare plans that are specific to each person’s desires, needs, time frames and risk tolerance. Marcy is committed to educating her clients to make well-informed decisions and encourages them to actively participate in all aspects of the planning process. Her services include preparing fee plans , hourly consulting, managed accounts, opening accounts and obtaining outside services for plan implementation, investment accounts, and benefit plans for small business.

Marcy graduated Summa Cum Laude from Texas Tech University with a Bachelors of Arts degree and attended graduate school at the University of Texas in Austin. She holds the CERTIFIED FINANCIAL PLANNER™ certification, Chartered Financial Consultant and Certified Fund Specialist designations and works to consistently increase and update her own knowledge. As a contributing author to Personal Finance; Turning Money into Wealth, a college textbook published by Prentice Hall, she has been able to share practical planning ideas with students across the United States.

Marcy is active in her church and other mission activities including mentoring of prisoners through Exodus Prison Ministry. She resides in Plano, TX, with her husband and Scooter, the rescue cat. Marcy is a registered representative of LPL Financial.

 

Hayden Wolken

Private Wealth Associate

(972)421-1341

972-421-1392

hayden.wolken@lpl.com

Hayden was born and raised here in Dallas, Texas. He received his Bachelor’s Degree in Finance from Texas A&M University. He is currently working towards his certifications. Hayden is engaged to his lovely fiancée, Haley. He is also a big Dallas Cowboys, Dallas Mavericks and Texas A&M fan. In his free time, Hayden loves to go to the lake, spend time with his family, and watch sports.

Hayden found his passion for Financial Planning, when he enrolled in a Financial Planning course at Texas A&M. During college he interned with 360 Wealth Management Partners, there he learned the ins and outs of the industry and knew that that financial planning was for him. Once he graduated, he joined 360 WMP full-time. His goal is to use his passion to help people meet their financial goals.