Meet the Team

Eddie Caldwell, CLU®, ChFC®, is a Managing Director and Private Wealth Advisor, and has represented Northwestern Mutual for over 30 years. In 2005 Eddie launched a scratch district office in the Dallas area that has grown to over 30 advisors with offices in four locations. Eddie graduated from the University of Arkansas with a Bachelor of Science in Engineering, and from the University of Dallas with a Master’s of Business Administration. He specializes in all aspects of planning for the closely held business market, including business succession, executive benefit planning, retirement planning, and estate/charitable planning.

Eddie is married to Paula, and has three children, Josh, Courtney and Ryan. He is actively involved in the local community through various charitable organizations, including Bonton Farms and Team Connor Children's Cancer Research.

Erik Lichty is a Private Wealth Advisor and Partner at Cornerstone Financial Group. He graduated from the University of North Texas with a Bachelor of Business Administration degree in Finance. After college Erik spent two years as a senior trader at Fidelity Investments. He joined Northwestern Mutual in 2013. Since then, Erik has earned his CERTIFIED FINANCIAL PLANNER™ certification. Being a CFP® practitioner, Erik serves his clients in a variety of financial areas, including retirement and estate planning strategies, business continuation and benefits planning, life insurance planning, and investment allocation strategies.

Erik is married to Sara and has three sons, Mason, Lane and Jude. He enjoys spending time with his family and playing golf. Erik is an active member in his church and a proud supporter of the ministry, Honi's Coffee House.

Rob French is a Financial Advisor at Northwestern Mutual. His primary focus is on Advanced Business and Estate Planning. Rob graduated from the University of North Texas with a Bachelor of Arts degree in International Studies. He also received his Master of Business Administration (MBA) and Juris Doctorate (JD) from Texas Tech University. He then went on to earn his Master of Laws (LL.M) in Taxation from the University of Houston.

Rob French lives in the North Dallas area with his wife, Holly. They have been married for almost a decade and have three children. Rob is an Captain and Attorney in the U.S. Air Force Reserve's Judge Advocate General Corp. He is also a Board of Trustee member for the Dallas Police and Fire Pension System. Prior to coming to Northwestern Mutual, Rob was a Counter Intelligence Agent in the U.S. Army with deployments to Iraq and Afghanistan. He was also a Senior Finance Analyst out of Pentagon and the U.S. Embassy in Kabul, Afghanistan.

Scott Lichty is a Principal and Financial Advisor for Cornerstone Financial Group. He graduated from the University of North Texas with a Bachelor’s degree in Finance. After college Scott became a Mutual Fund Accounting Analyst at Fidelity Investments. Scott joined Northwestern Mutual in 2015 as a Financial Coordinator and in 2016 became a Financial Advisor. He strategizes with individuals, families, and businesses to optimize their wealth management plans to achieve financial security based upon their desired goals. Not only for the present time but for the future. Scott serves his clients in pre-retirement, retirement, estate planning strategies, business continuation and benefits planning, risk management planning, and investment allocation strategies.

Scott Lichty lives in Dallas, TX with his wife, Chelsea. They have one son, Brooks. Scott enjoys spending time with his family and friends. He and his family attend Watermark Community Church, and are proud supporters of his dad’s ministry, Honi’s Coffee House. Sports has also been a part in shaping who Scott is today, so outside of church, family, friends, and work, he enjoys all the major sports and is still active with basketball and golf.

Carrie graduated from the University of North Texas with a Bachelor’s degree in Sociology. She began working for Northwestern Mutual in March of 2012 and holds her state Life and Health Insurance licenses. Carrie coordinates the team's daily operations to better assist our clients.

Outside of the office, she enjoys spending time with her husband, daughter, son, and dog. In her spare time Carrie enjoys cooking, attending sporting events, hiking, and swimming.

Anna graduated from the University of Tennessee with a Bachelor’s degree in Speech Pathology. She began working for Northwestern Mutual in January of 2020. She holds her state securities licenses and Life and Health Insurance licenses. Anna oversees the insurance and investment operations in the office.

When she’s not working, she enjoys baking, spending time with her friends and serving in her local church.

Chad is a graduate of the United States Merchant Marine Academy with a Bachelor of Science degree in Marine Engineering. He lived and worked at sea aboard merchant cargo ships until coming ashore to start a family. Chad joined the team at Northwestern Mutual in 2020 and has worked in the financial sector for four years, earning his designation as a Chartered Retirement Planning Counselor®.

Chad is a Christ-follower, husband to Christian, and father to two beautiful sets of twins. He serves on the Board of Advisors for the Lewisville Area Chamber of Commerce and is an active member of his church, volunteering across different ministries with his wife.

Bryan Adkins graduated from Dallas Baptist University with a double major in Finance and Management in 2006. He then joined Centaur Capital as lead analyst providing research and insight for the firm’s hedge fund and mutual fund. Primarily responsible for fundamental equity research, Bryan also handled financial modeling, valuation analysis, portfolio administration, cash reconciliation, and all technology-related duties. He then joined North Avenue Capital in 2019 as a Loan Architect where he analyzed and structured commercial financing deals for clients.

He and his wife, Jessica, have two sons, Parker and Preston, and live in Flower Mound where they attend The Village Church. When he’s not thinking about investing, Bryan is likely at the gym or outdoors with his family.

Anna attended Midwestern State University, where she pursued a degree in Criminal Justice. She began working at Cornerstone Financial Group in 2022. Before that, Anna spent 10 years in the restaurant industry, where she was a managing partner at a historic Irving diner. Anna has her Texas Life and Health license and will be assisting in client relations, insurance applications and underwriting.

While she’s not at work, Anna enjoys time spent with her family, friends, boyfriend and two Great Danes. She is a covenant member at The Village Church, where she serves in multiple capacities.

Sara graduated from Texas A&M University with a Bachelor of Science degree in Finance and earned her Master's degree in Business Administration from the University of Texas in Tyler. Sara joined Northwestern Mutual in January of 2017 with eight years of experience in Finance including personal investments, banking, and capital project management. Sara oversees the 401K operations and special projects for our office.

Outside of the office, she enjoys spending time with her husband and two sons. Sara also loves to stay active outdoors and host friends and family at her home.

Josh graduated from Southern Methodist University with a Bachelor’s degree in Economics. He began his career at Northwestern Mutual in 2013 as an intern and officially joined Cornerstone Financial Group in 2018.

Outside of the office, he enjoys playing recreational sports, traveling, and spending time with his friends and family.