Good financial planning begins with trusted relationships. When you work with 360 Wealth Management, you'll work directly with experienced professionals committed to helping you make better financial decisions.
Kraig McFarland
Managing Partner
For more than three decades, Kraig has helped individuals and families prepare for retirement and navigate important financial decisions.
He believes successful planning begins by listening, understanding each client's goals, and developing thoughtful strategies that provide long-term confidence.
Shawn Clagg, CPA
Partner | Certified Public Accountant
For more than 25 years, Shawn has advised individuals, families, and business owners on complex tax and financial matters.
His CPA background provides an additional perspective when evaluating retirement planning, Roth conversions, retirement income strategies, tax planning, and other major financial decisions.
He believes better financial decisions come from understanding how taxes, retirement planning, and investments work together.
Heather Matlock
Client Services Director
Heather is committed to providing an exceptional client experience from your first phone call through every interaction that follows.
She coordinates appointments, assists clients throughout the planning process, and helps ensure every detail receives the attention it deserves.
