ABOUT US
Why We Do What We Do
Money is a central topic in all of our lives. It touches us in different ways, but how we approach it has far-reaching consequences.
Our goal is to help each client worry less about their financial matters so they can focus more attention on what they deem most important. We provide expertise and counsel to our clients to help them better understand where they are now, establish and follow a plan for the future, and protect against major risks along the way.
We strive to be the first place a client turns to when facing any decision or question related to their financial life. We are proud of this work because our clients tell us it makes a difference in their lives.
Our Team
Teresa McCandless
Director of Relationship Management
Teresa was born in Irving, TX and currently resides in nearby Mansfield with her husband, John, who is also a native of Irving. Teresa has one adult stepdaughter. John and Teresa enjoy their 4-legged family and riding the Harley-Davidson on weekends.
Teresa began her career with LPL Financial in January of 2005 as an administrative assistant. She helped Sean Kernan move his practice to LPL in 2009 and was instrumental in the establishment of 360 Wealth Management. She continues to support several 360WM-affiliated advisors and has developed long-term relationships with advisors and clients alike. Teresa enjoys her role as Director of Relationship Management because the interaction with clients on a daily basis in helping them pursue their retirement goals is very fulfilling.
Teresa has a Bachelor’s degree in Finance through Southern New Hampshire University’s online program and has Texas Life/Health and Disability insurance licenses.
Sean Kernan, CFP®
Financial Advisor
Sean Kernan is a native of Coppell, TX and lives in nearby Southlake. He and his wife, Erica, have been married since 2000 and have two teenage children. His family is active in their faith at home and at Mater Dei Catholic Parish in Irving, Texas. Sean graduated from the United States Military Academy at West Point in 1997 with a degree in Economics and served as an Army officer for five years after graduation. He was stationed mostly at Fort Hood, TX and Buckley Air Force Base, CO (near Denver), but luckily also briefly at Fort Jackson, SC – just long enough to meet Erica, who is a native of Greenville, SC.
Sean has always had a passion for personal finance and investing. Upon leaving the Army as a captain in 2002, he started his financial planning career at Edward Jones Investments in his hometown. After building the foundation of his business, he moved to Morgan Stanley in 2005 to give his clients access to a much wider array of services and strategies. After a year at the firm, he was asked to serve as the Financial Advisor-in-Charge of a new office in Southlake. He also earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 – further evidence of his commitment to the financial planning profession. As he continued to grow the business, Sean became aware of and drawn to the independent practice model.
After careful consideration and planning, Sean established his own practice on September 3, 2009. He has been grateful to continue many of the relationships from those first seven years in business to this day. He relishes the opportunity to help families focus on what matters most to them – without the complications that can arise when a large financial services firm is a third party to the client/advisor relationship. He has invested time to build a team that complements his education and skills but share the same approach to helping people.
Among his not that interesting and far less important skills and accomplishments are: 1) the ability to find “patterns” in vehicle license plates noticed while in daily traffic 2) the ability to relate most life situations to the appropriate episode of Seinfeld and 3) still holds his high school’s record for most innings pitched in a single baseball season.
John C. Peterson, CFP®
Financial Advisor
John Peterson has a wealth of experience in the financial services and telecommunications industries spanning 4 decades. After his retirement from Verizon in 2005, John has built a successful financial planning practice in his second career. He brings his life’s experiences to the table in helping others chart a course for their financial future based on the unique goals and resources of each individual. John provides fee based financial planning and consulting services, retirement and income distribution planning, and investment advisory services.
John received his Undergraduate Degree in Accounting and Finance from the University of Nebraska in 1976 and his MBA from Xavier University in 1984. John is a Certified Financial PlannerTM. John leads small group financial ministries at St. Ann Catholic Church on “Faith and Money Matters” and “Set Your House In Order” for both the English and Spanish speaking communities. He also heads a budget coaching program to offer church members one-on-one assistance on a variety of financial topics.
John and his wife Julie live in Coppell, Texas, and have 2 grown daughters and are blessed with 7 grandchildren.
Abby Valentine CFP®
Vice President of Planning & Operations
Abby is a financial planner based in Frisco, Texas, with a deep commitment to helping families navigate complex financial landscapes, especially when it comes to blended families and evolving dynamics. She holds a degree in Finance, Insurance, and Risk Management from the University of Alabama, where a casual interest in business transformed into a genuine passion for financial planning.
After graduating, Abby moved from Alabama to Arizona to begin her career at Vanguard, where she spent a decade growing within the organization, from customer service representative to CFP® advisor, advisor trainer, and ultimately strategist. In 2021, she relocated to Texas to help expand Vanguard’s newest U.S. office, bringing her depth of experience and people-first mindset to a new team of advisors. Her approach is warm, kind, and open, driven by a desire to simplify the complicated and be a true partner to her clients.
Abby lives in Frisco with her husband Scott, their son Hugh, and two charming dogs: Harper (a wise chihuahua) and Winston (a very English bulldog puppy). A college football enthusiast, she never misses a chance to cheer on her beloved Crimson Tide, game days are a sacred ritual. Outside of work, she’s an avid needle pointer, a diehard Harry Potter fan, and an avid home chef.
Eric DeLeon
Operations Manager
Eric is an experienced Operations Manager with a strong background in financial services. Based in Las Colinas, Texas, with a Bachelor’s degree in Finance from the University of Texas at Arlington, Eric has developed a deep understanding of the financial landscape.
Eric’s professional experience includes roles at financial institutions such as Charles Schwab and Fidelity Investments, where he honed his skills in financial analysis, operations, and client services. In his current role, he oversees day-to-day operations and client requests. His expertise in managing cross-functional teams and developing financial strategies has led to consistent achievements in cost reduction and process improvement.
Outside of work, Eric enjoys traveling and spending time with his wife, Savannah, and their Boston Terrier, Ava, along with their two cats. Passionate about maintaining a balanced lifestyle, Eric values the importance of both professional growth and personal fulfillment.