Broker Check


Our team consists of well educated professionals with years of experience in the financial services industry. We have specialists in every area of planning, and we offer product options from an array of companies specifically designed to meet your needs.


Aaron Peck

Managing Partner


Aaron joins us from a leadership position at Mutual of Omaha Advisors, where he was Sales Director of the North Texas Division. Aaron started his career as a manager with Key Bank before joining Western & Southern Life, where he spent...

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Fred T. Badyna, CLU, ChFC

Chartered Financial Consultant


PROFESSIONAL BACKGROUND Fred T. Badyna, CLU®, ChFC® offers a full range of investment* and insurance programs. Before receiving his Chartered Life Underwriter designation and his Chartered Financial Consultant designation, Fred...

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Financial Advisor



Brandon serves the Greater Houston are with a wide variety of financial service products. Green & Associates Financial Services, LLC22136 Westheimer Pkwy, Ste. 760Katy, TX  77450

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Bret Ables

Financial Professional


Bret is a Financial Professional on the Penn Mutual Wealth Strategies team and Owner Operator of Thomas Ables and Associates in Paris Texas. 

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Grover C. Brillhart, II

Financial Advisor


Professional background Grover began his life insurance career in 1995. Over the past 20+ years he has developed a clientele composed of individuals, families and small businesses. His goal is to make sure that the wishes, hopes and...

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Todd Feldman, CAP®

Financial Advisor


PROFESSIONAL BACKGROUND Todd Feldman grew up in Apple Valley, Minnesota and graduated from the University of Wisconsin-Madison in 1995 with a degree in Finance, Investments, and Banking. He began his career as a Financial Analyst with...

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George F. Ferrin

Financial Representative


PROFESSIONAL BACKGROUND George Ferrin began his career with Penn Mutual Wealth Strategies in January of 2014. George brings a unique prospective and skill set having spent more than a decade on the other side of the .

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Jerod S. Frank

Financial Advisor


PROFESSIONAL BACKGROUND Jerod helps his clients towards financial freedom by efficiently protecting their assets while implementing investment strategies for income replacement. He focuses on educating his clients about protection and...

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Kim Montgomery

Financial Professional


Kim is a Penn Mutual Wealth Strategies Financial Professional with Thomas Ables and Associates located in Paris TX. 

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Jay Lester

Financial Advisor



Contact Information18620 Crownover Ct.Dallas, Texas 75252 SPECIALIZATION Helping individuals and small businesses achieve financial success has been the greatest satisfaction of my practice for over 20 years. I have found that most...

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Lindsay Landin, MS, CFP®, CDFA™

Financial Advisor


Lindsay has been serving individuals, families, and small business owners with their personal financial planning needs since 2003. She began her career in the financial services industry in college while attending the University of...

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Luke Shatwell

Recruiting Coordinator


Luke leads the Penn Mutual Wealth Strategies recruiting department and helps coordinate our efforts. He is working to partner with Financial Advisors across the country. Luke comes to us with a background in mental health and...

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Dave Megaffin, CLU LUTCF


Dave Megaffin received his Bachelor of Business Administration Degree from Wichita State University in 1975 and entered the life insurance business in July of that year. Dave is an active Shocker alumnus in the DFW area. He supports...

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John L. Norman, CLU, ChFC

Financial Advisor, Leap Trainer


For over 35 years, John has been providing creative solutions to his clients’ financial objectives and establishing long lasting relationships based on trust and integrity.

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Michael S. Smith

Financial Advisor / Senior Partner


PROFESSIONAL BACKGROUND Mike, an associate with Penn Mutual Wealth Strategies, has been in the financial services Industry since 1996. Mike holds his FINRA Series 6, 63 & 65 and General Lines – Life, Accident & Health and is an...

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Natalie Waldrop

Financial Professional


In 2018, Natalie began working with her father, John Norman, as his Business Manager and Director of Marketing. Natalie graduated from Texas State University in 2007 with a Degree in Communication Studies and English. At Texas State,...
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