Office Profile

“Do you believe the American dream is for you?” 

This is a question Tait asks each of his prospects. Why? Because financial success starts with belief. Tait believed it was for him, and now he runs one of the most successful Northwestern Mutual firm in the country. Since taking over the Northwestern Mutual - Dallas office in 2004, Tait and his team have triumphantly launched their firm into one of the top Northwestern Mutual office in the country year after year. Along the way, Tait has received other top honors as well, such as:

Leading his NM Dallas office to be named #2 in the Dallas Morning News Top Places to Work. 

You expect the best financial plans to set you up for your dream future, and you’ll find just that in the hands of Tait and his team. This is a thriving office like no other in the country; new and seasoned advisors are inspired, competitive and have acquired the factors of success that propelled Tait to become a member of Northwestern Mutual’s Top 20 advisors in the entire country back in 2001. Since then, he has passed on his elite skills to his team through valuable mentorship and financial coaching.

Thus, when you trust the advisors of NM Dallas to handle your financial plan, you’re not only capitalizing on the best wealth strategies, but you’re also partnering with people who are transparent, trusting and highly skilled financial planners. This is what has propelled them to become the #1 office in the country, and they’re not looking to give up that title anytime soon.

If you live in DFW and you: 

Desire a financial plan crafted by the skilled and motivated advisors in the country.
Value a transparent relationship in which you are in the loop regarding your wealth plan.
Ultimately want financial success that allows you to live this one life just how you want it.


 Dallas | Fort Worth | Addison | Allen | Frisco | Park Cities | Los Colinas


This Network Office has been active since 1958.

District Network Offices:

Jason Luce

1300 Summit Ave Ste 200
Fort Worth, TX 76102-4416
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Eddie Caldwell, CLU®, ChFC®

15851 Dallas Pkwy # 1230
Addison, TX 75001-3369
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Loren Hsiao, CLU®

700 Central Expy S
Allen, TX 75013-8098
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Patrick Matthews

2591 Dallas Pkwy Ste 401
Frisco, TX 75034-8552
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Hugh J Mc Fadden, CLU®

8411 Preston Rd Ste 700
Dallas, TX 75225-5519
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Jarrod S. Warren

Managing Director

122 W John Carpenter Fwy
Irving, TX 75039-2034
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Tait Cruse

Career Changers

Changing careers doesn't have to be daunting. Coming from many different backgrounds and occupations, our financial representatives go on to develop successful business practices. With support from a quality organization, it can be an easy transition.

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Looking for a career that allows flexibility and exceptional income potential? Do you want top-notch training, mentorship and resources? Have you been searching for a company that demonstrates a commitment to diversity and giving back to the community?

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#1 in the Financial Services Industry

- Selling Power's "50 Best Companies to Sell for Now." October 2016

Top Ten Internship for 22 Straight Years

- Vault Guide to Internships, 2018 edition

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck