Phil Stanley has a passion for developing innovative strategies for his clients. He founded the firm in response to the client demand for access to a variety of planning and investment solutions all in one place.
He is a Financial Advisor that holds his series 7, 66 and Life/Health Insurance licenses. Phil graduated from Texas A&M University with a Bachelor's in Corporate Communications.
Phil is a proud father and enjoys spending time with his family, friends, mountain biking, and contributing to his community.
Financial & Cryptocurrency Strategist
Kristine loves helping clients achieve financial freedom through investment strategies that promote wealth creation and growth. She has a particular passion for educating others on the investment potential and mechanics of Bitcoin and blockchain technology, and helping clients think through the risks and benefits of adding digital assets to a portfolio.
Kristine is a Financial Advisor that holds her series 65, Life Insurance license and Certified Bitcoin Professional designation. She graduated from Texas A&M University with a Bachelor’s in Psychology.
Kristine enjoys traveling, DIY projects, engaging conversations, long walks, music, laughter and learning new things.
Retirement Benefits Strategist
Louis is passionate about partnering with Benefits Consultants, businesses, and their employees to help them accomplish their goals. He achieves this through the strategic use of workplace retirement benefits, such as 401(k), Health Savings Accounts (HSA), and Pension Plans.
He has 20+ years of industry experience, and holds the CERTIFIED FINANCIAL PLANNER™ and CERTIFIED HEALTH SAVINGS ADVISER® designations, his series 7, 65, 63 securities licenses, and TX Life & Health insurance licenses.
Louis serves on the board of directors of Dallas Association of Health Underwriters, and previously the DFW Financial Planning Association. He has served Dallas HR as a subject matter expert on workplace retirement benefits. He is a proud father and enjoys spending time with his family, working out, and playing racquetball in his spare time.
Matt Norlie has always been driven to make a positive impact on people's lives. He has a passion for helping his clients discover and achieve their financial goals.
He is a Financial Advisor that holds his series 7, 66 and Life/Health Insurance licenses. He attended school at Eastfield Community College and the University of North Texas.
Matt is a very devoted father and enjoys spending quality time with his family and friends, hiking, fishing, woodworking, and being involved in his community.
Anna is the glue that holds the firm together!
Her experience in assisting multiple executives from small to large size companies serves her well as she oversees all the moving parts and keeps the day to day operations of PM Squared functioning properly. If you have any questions don't hesitate to reach out to her, as she is usually the one who knows what is happening.
Anna spends her free time rescuing and rehabilitating horses, farming, scuba diving, and trying new things.
PM Squared is pleased to welcome our newest member, Celeste McMahon to the team.
She comes to us with years of service experience on boards such as Habitat for Humanity, Children's Welfare, Women's Forum, and the Parent Teacher Association. After pouring herself out for decades in the service of her household and her other realms of responsibility, we are delighted to have her come and work her magic at PM Squared.
Celeste is a master at making others feel at home, and loves to spend her time cooking, gardening, reading and spending quality time with those she loves.