Dustin Tondre - Co-Founder and Managing Partner
Dustin is co-founder and managing partner of TL Private Wealth. As a CERTIFIED FINANCIAL PLANNER™, Dustin serves as the primary trusted advisor for a select group of individuals and families. Dustin provides complex strategies helping families create, protect, preserve, grow and facilitate the inevitable transfer of wealth to the intended beneficiaries.
Prior to co-founding TL Private Wealth, Dustin worked as a Wealth Manager with USAA Wealth Management. USAA is a fortune 100 company and serves the military community. While at USAA, Dustin provided comprehensive wealth management services to USAA’s high net worth clientele.
Away from work, Dustin spends time with his wife Jessica, daughter Carleigh, and son Parker.
Brad Little - Co-Founder and Managing Partner
Brad is co-founder and managing partner of TL Private Wealth. As a CERTIFIED FINANCIAL PLANNER™, Brad works closely with a select group of individuals and families to help them through all phases of wealth accumulation, protection, and distribution. Prior to co-founding TL Private Wealth, Brad worked with high-net worth individuals and families at USAA Wealth Management. Brad's years of experience in retirement planning, estate planning, and investment management ensure that he has the expertise to preserve and protect the legacies that his clients have worked to build.
Originally from San Antonio, Brad and his wife Tara now call the Dallas-Fort Worth area home. Here they are busy raising Carter and Harper.
Mark Pomeroy - Wealth Manager
Mark is a Wealth Manager for TL Private Wealth, serving a select group of individuals and families. As a CERTIFIED FINANCIAL PLANNER™ practitioner Mark helps families navigate their financial lives by designing strategies to help them create, protect, preserve, and distribute their wealth.
Prior to joining TL Private Wealth, Mark worked as a Wealth Manager for USAA, a fortune 100 company based in San Antonio. Mark provided comprehensive advice to USAA’s high net worth clientele. He draws on his extensive knowledge and experience in advising clients on retirement and estate planning advice, investment analysis, and risk management.
Mark was born and raised in Arizona. He enjoys spending time with his wife, Ashley, and dog, Brix. He and his wife are foodies and enjoy wine tasting and traveling.
Greg Block - Wealth Manager
Greg is a wealth manager with TL Private Wealth who serves as an advisor for a select group of individuals and families. Greg provides individualized guidance for their long term financial goals, investment and estate planning needs, and retirement plans. Prior to joining TL Private Wealth, Greg worked as an account manager at State Street Bank and Trust where he provided research, analysis and support on mutual funds, retirement accounts and ETFs for institutional clients.
Greg is originally from Boston, Massachusetts where he lived prior to moving to Dallas, Texas.
Jonathan Loeffler - Wealth Manager
Jonathan is a wealth manager with TL Private Wealth. Jonathan works closely with a select group of individuals and families to help them through all phases of wealth accumulation, protection, and distribution. Jonathan works with his clients to identify financial and non-financial goals to help his clients grow and achieve true wealth.
Prior to joining TL Private Wealth, Jonathan worked as a project manager at Yuma Investment Group Wealth Management where he provided research, investment analysis, and played a key role in business development. Jonathan is originally from Yuma, Arizona where he lived prior to moving to Fort Worth, Texas.
Nick Daugherty - Wealth Manager
Nick is a wealth manager with TL Private Wealth who serves as an advisor focusing on first responders. Nick has the heart of a teacher and takes a unique approach to helping individuals and families realize their retirement and savings dreams through total financial wellness and freedom.
Nick has been a police officer, and sergeant, for over 13 years at a large municipality. He’s an expert on the complexities of the Texas Municipal Retirement System. He has coached hundreds of officers on the teachings of Dave Ramsey and is a certified Ramsey Solutions Master Coach*. He routinely provides free one on one financial coaching to officers in severe financial crisis, and teaches “Building Financial Strengths in Police/Fire families” for multiple agencies throughout North Texas.
Nick enjoys spending time with his wife Carrie, daughter Kylie, and coaching his son Zach’s soccer teams.
*Completion of Dave Ramsey’s Financial Coach Master Training does not create an employment or agency relationship with Ramsey Solutions or its affiliates; it does not constitute an license or credentials to engage in legal, tax, accounting, investment, or other professional practice; nor does it constitute an endorsement or recommendation of the Coach by Dave Ramsey.
Wallace Carlson – Wealth Manager
Wallace is a Wealth Manager working closely with a select clientele to assist them through the challenging, and sometimes confusing, world of financial markets. Wallace previously worked with Fidelity Investments assisting clients with Investment Management, Retirement Planning, and Income Strategies. He has also spent time working with families and individuals on their Life Insurance and Long Term Care needs through Allstate Financial Services. His educational approach is centered on helping clients understand and manage their exposure to risk. Wallace is committed to helping each of his clients make their best financial decisions.
Wallace has lived in the Dallas Fort Worth area for over 20 years and is raising his three children, Bijou, Jude, and Kenzie with his wife Fanchon.