Juan Luis Rosas III, CFP®

Financial Advisor

My Team

Lyn Cunningham handles my communications and marketing. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Please call Lyn at 972-518-3032 or email lyn.cunningham@nm.com with any questions or scheduling needs that you may have.

 

 

Lyn Cunningham

Executive Assistant
Office 972-518-3032

Lyn Cunningham is an Executive Assistant to Juan. She was born and raised in England, United Kingdom and graduated from High Peak College in Buxton, UK. She moved to Texas in 2006 and has been working for Northwestern Mutual since August 2015.

Lyn's role includes assisting Juan in his day to day practice. Some of her duties include: client relations, handling applications and underwriting document requests, account servicing, and policy changes.

Lyn has been married to her husband Shaun for 27 years. Together they have 3 children and 2 grandchild. She loves spending time outdoors. She and her family especially enjoy spending their weekends at Lake Texoma.

 
Dominic A Dougherty IV

Dominic A Dougherty IV

Financial Planning Analyst

Dominic grew up here in Irving, where he now lives with his wife, Laura. He first developed an interest in finance as a teenager ten years ago when the economy was beginning to recover from the 2008 recession. After studying Economics, Politics and History at the University of Dallas, he received a masters in International Relations from Central European University in Budapest, Hungary.

Before coming to Northwestern Mutual in 2019, Dominic spent two years working for TD Ameritrade, first in Investor Services in Omaha, Nebraska, and then as a specialist in the high net worth Private Client Services division in Southlake, Texas. He holds Series 7 and 63 broker's licenses in addition to state insurance qualifications.

Dominic has long enjoyed investing, banking, credit management and personal finance, and is excited to be a part of Juan’s team. He looks forward to providing his own insights throughout the planning process, as well as expanding the array of products and services we are able to offer our clients.

 
 

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