Meet Our Team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Tom has been in the financial services industry since 1996 when he went to work for AG Edwards & Sons. Prior to that he spent 18 years in a variety of sales, marketing and business consulting positions with Dow Chemical. He joined Northwestern Mutual in 2003 as an Investment Specialist and currently works as a Wealth Management Advisor out of the Chesterfield, MO office. Tom’s primary focus is on personal and business financial planning. He combines practical experience with the full scope of products, services and expert assistance that Northwestern Mutual provides to help guide individuals to financial security. Tom Graduated from the University of Missouri-Columbia with a degree in Journalism.
Tom and his wife, Ethel are the proud parents and grandparents of four sons, Dave, Dan, Michael and Ryan and four grandchildren, Max, Mairin, Liam and Declan. They enjoy hiking, golf, travel, family vacations and spending time at their country home.
Dave began his professional career in 2006 with Thomson Reuters (now Refinitiv) where he worked closely with investment management firms, hedge funds, investment banks and private equity firms to provide market data solutions. Dave decided to follow in his father’s footsteps and joined Northwestern Mutual in 2014 as an Associate Wealth Management Advisor with Tom. Dave spent the next several years learning from Tom, building industry specific knowledge and obtaining multiple credentials that would allow him to better serve their clients. Tom and Dave partnered to form Tulley Financial in 2019 which has now transitioned into Precision Planning Group
Dave is a graduate of the University of Missouri-Columbia and Saint Louis University. He received his Bachelor of Science in Finance from the University of Missouri-Columbia and later went on to complete his Masters of Business Administration with an emphasis in Finance at Saint Louis University.
Dave holds his Securities Series 7 and 66 as well as Life and Health Insurance licenses and is approved to do business in 20+ states. He has also earned the CERTIFIED FINANCIAL PLANNER™ Professional certification as well as the CLU® and ChFC® designations. CFP® certification demonstrates a deep knowledge and commitment to personal financial planning and is recognized as the highest standard in the industry.
Dave was born and raised in St. Louis. He grew up in Ballwin and now lives in Sunset Hills with his wife Jennie and their two children, Mairin and Liam When he's not hard at work, he enjoys spending time with his family, working out, traveling and trying new restaurants.
Douglas Stockton MBA
Co-Founder and Financial Advisor
Doug Stockton partnered with Northwestern Mutual in the Spring of 2014 after nearly two decades of experience in financial modeling, business development, and strategy implementation as a business consultant and entrepreneur. With Doug’s previous experiences he has a unique ability to relate, guide and implement comprehensive planning for business owners/entrepreneurs in both their personal and professional lives.
Additionally, his practice is centered around physicians and executive professionals who desire a greater degree of clarity; genuinely focusing in on: risk management, tax efficient strategies, wealth accumulation, and retirement income strategies. Helping clients manage financial affairs to increase the probability of becoming truly independent while anticipating and avoiding blind spots is tricky.
Doug and his team strive to exceed their client’s expectations through frequency of contact, clear communication, and a strong knowledge of financial concepts. “Building trust with my clients is my team’s number one priority!” Long term client relationships are our most valuable asset.
In addition to working with and helping his clients reach their own goals, Doug is a leader within the St. Louis Northwestern Mutual Firm as the District Director of the Clayton office. There Doug spends time in the selection, training, developing, and mentoring of the next generation of Financial Professionals – continuing in the pursuit of inspiring the community to become the most financially secure in the world, serving one person, one family, one business at a time.
When not working with clients and new representatives Doug spends his time with his wife Crystal and their three boys Morgan, Micah, and Harrison. In his free time, Doug is an avid reader, exercise enthusiast, loves traveling and watching his children compete in youth sports.
Lynn joined Precision Planning in 2022 bringing with her 18 years of industry experience. Lynn is responsible for onboarding new clients and all aspects of customer service and operations. Her experience has taught her that providing top-tier client service is an important attribute that clients appreciate when working with their financial advisor. She continues to demonstrate her commitment to providing this essential service and always looking for ways to improve communication with clients.
Lynn holds her Series 7 and 63 FINRA licenses and earned a Bachelor of Science in Business Administration from MacMurray College.
In her spare time, she and her husband are learning how to live as empty nesters as their youngest child is off to college. She also enjoys reading, being with family and friends and enjoys all sports and cheering on her favorite teams.
Lynzi has been with Northwestern Mutual since October of 2020 and worked in numerous capacities within the business including insurance, investments, marketing and assisted in creating comprehensive financial plans for our clients. Her experience and background make her a valuable addition to the team and resource for our clients . Lynzi has her life and health insurance license, along with her SIE, Series 6 and Series 63 licenses.
Lynzi graduated from Lindenwood University with an Honors degree in Business Administration and Marketing. During her time at Lindenwood she was a member of the school’s competitive cheerleading team for all four years and was able to claim two National Championships in 2016 and 2018.
Lynzi grew up in the small town of Greenville, IL, but now resides in Saint Louis with her fiancé Joey. They are currently planning a wedding for September of 2024. Outside of work, Lynzi enjoys working out, traveling as often as possible with her fiancé Joey, and spending quality time with friends and family.