North Texas Wealth Management

Bios

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  Mike Crews, MBA, CFP®

  CEO

  Mike is the CEO of North Texas Wealth Management. He is the author of Saturday Everyday: 9 Simple Steps to Live Your Best Financial Life and is considered an expert in values-based investing. Mike is renowned for uncovering his clients’ true motivations and habits around financial decision-making. Mike has been with the firm since 2003 and purchased it with his business partner in 2010; he and the advisors at North Texas Wealth Management have grown brokerage and advisory assets from $160M to over $500M as of August 2020. Mike is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Principal of LPL Financial. He holds Series 7, 24, and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. He is also a member of the Financial Planning Association. Mike earned his undergraduate degree in international business from Brigham Young University–Hawaii, which is the most diverse school in the United States, with students representing more than 70 languages. He later received his MBA from the SMU Cox School of Business through its Executive MBA program. Outside of work, Mike holds an instrument-rated commercial pilot’s license, which he utilizes as a command pilot with Angel Flight South Central, an organization that helps people in need of free air transportation for medical and humanitarian purposes. Most of all, he enjoys spending time with his wife, Melissa, and their three children.

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  Seth Sartain, CFP®

  VP, Wealth Management

  Seth integrates client goals with sound planning strategies to bring confidence to the planning process. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds Series 7 and 66 securities registrations through LPL Financial, as well as an insurance license in the state of Texas. Seth is also a member of the Financial Planning Association–DFW Chapter. While attending Texas Tech University, Seth spent significant time living and studying abroad. He spent a semester each in Spain, Brazil, and Egypt, learning the respective languages and cultures of each destination. He enjoys practicing foreign languages, reading about a variety of topics, and spending time with family in his free time. Seth and his wife, Catherine, are natives of Mesquite, Texas, and currently live in Richardson with their two daughters.

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  Maddock May, MAcc, CPA, CFP®

  LPL Financial Planner

  Maddock attended Abilene Christian University earning undergraduate degrees in Accounting and Finance. Maddock then continued his education at ACU earning his Masters of Accountancy. He is both a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER. Maddock is known for being a cheerful, charismatic person. He enjoys helping others’ financial situations, and knowing who you are personally helps him do just that. He cares about his clients and is passionate about helping them make wise financial decisions that will help them lead happier, more fulfilling lives. Maddock loves the personal side of financial planning- forming connections with his clients. With years of experience in the industry, Maddock has helped countless individuals and families turn their financial dreams into a reality. His approach blends careful analysis with thoughtful consideration, customed to your unique goals and aspirations. Whether you’re aiming to retire soundly, save up for that dream vacation, or simply want to enjoy life to the fullest while staying financially secure, Maddock is professionally qualified to help you work towards those goals. Born and raised in Texas, Maddock and his wife, Kalli, currently call Plano home. In his free time, you can find Maddock trying out new restaurants with his wife or researching his next travel destination. He enjoys watching sports with friends and loves to be constantly disappointed by his favorite team, the Dallas Cowboys.

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  Jill Fulton, MBA

  VP, Business Development

  Jill is a results-driven leader with over a decade of experience in marketing and business development. She holds a bachelor’s degree in business administration focusing on Marketing from the University of North Texas. She later received her MBA from the Quantic School of Business and Technology. A proud Texan, Jill resides in Allen with her husband, Bo, and their son, Peyton. Outside of her professional pursuits, Jill enjoys exploring local parks and hiking trails during her leisure time.

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  Robert Cody, CFP®

  LPL Financial Planner

  Rob provides clients with his expertise in creating a comprehensive, goals-based approach to financial planning, which he learned while serving as Vice President at Merrill Lynch. He has worked with clients from all walks of life and takes pride in bringing clarity to the retirement planning process. Rob earned a bachelor’s degree in finance from York College of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and hold Series 7, 9, 10, 63, and 65 securities registrations through LPL Financial. A Texas transplant, Rob is originally from Maryland and lives in Plano with his wife, Anna, and their Golden Retriever, Lacey. Rob is passionate about giving back to the National MS Society and local animal shelters. He enjoys being outdoors, scuba diving, and traveling. Most recently, he has been to Belgium, Brazil, France, Germany, Mexico, the Netherlands, and Uruguay.