Willow Park, TX Office

Teresa Palmer is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. She has 38 years of industry experience and previously worked at KMS Financial Services, Palmer Nunn Wealth Management, and WFG Advisors. Additionally, she serves as the mayor of Willow Park, TX. United Planners Financial Services is a national wealth-management enterprise with approximately 359 advisors and over $12 billion in assets under management. The firm serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients, offering both advisory and brokerage services through independent representatives.

Jarrod Nunn is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at KMS Financial Services, Inc. and WFG Advisors, LP. In addition to his advisory work, he is involved in non-variable insurance sales. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.