Northwestern Mutual-DFW Opens New Office in Downtown Waco

Northwestern Mutual-DFW announced the opening of its new office in the nearly 100-year-old National Lloyds Building in Downtown Waco, further entrenching the firm’s presence in Central Texas. The new office is led by Growth and Development Director Jeff Whitacre, CFP®, a wealth management advisor, Baylor University graduate, and longtime financial professional with Northwestern Mutual. Whitacre oversees talent development, partnerships, and the firm’s presence throughout the region.

The last eight years of NM-DFW's presence in Waco has included philanthropic work, notably this past summer with Shepherd’s Heart, the largest faith-based food pantry in Central Texas. Whitacre’s leadership will be pivotal in steering the Waco office toward even greater community engagement, client success, and cultivating a new generation of advisors.

“I’m honored to have the privilege of leading such a talented team, and the opportunity to grow Northwestern Mutual’s footprint in a place that is near and dear to me,” Whitacre said. “Waco is experiencing incredible momentum with new businesses and new families, and we are eager to help with any financial anxiety that comes from this growth. This new location will allow us to serve Waco more efficiently, expand our team, and help our clients build generational wealth.”

To celebrate, the office hosted an open house, welcoming community members, partners, and clients. The event included networking opportunities and a preview of the firm’s expanded resources, including more offices for new advisors of the firm. Photos from the event are attached and more can be made available upon request.

“I am truly excited about this next chapter for our Waco office and its bright future under Jeff’s leadership,” Chris Cruz, Managing Director of Northwestern Mutual-DFW’s Addison, Allen, and Waco offices, said. “Our commitment to supporting growth and making a positive impact in the marketplace remains as strong as ever. We are deeply committed to enhancing the resources available to Waco residents and building upon the strong, vibrant culture that has been a hallmark of our firm for decades.”

Currently the NM-DFW Waco office has eight financial professionals and office staff. Anyone interested in learning more about the office or opportunities with NM-DFW should go to http://dallas.nm.com or email jeff.whitacre@nm.com.

About Northwestern Mutual

Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. With nearly $700 billion of total assetsi being managed across the company’s institutional portfolio as well as retail investment client portfolios, more than $38 billion in revenues, and $2.4 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than five million people with life, disability income and long-term care insurance, annuities, and brokerage and advisory services. Northwestern Mutual ranked 109 on the 2025 FORTUNE 500 and was recognized by FORTUNE® as one of the "World's Most Admired" life insurance companies in 2025.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI (life and disability insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries. Subsidiaries include Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and services), federal savings bank; and Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance). Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

[1] Includes investments and separate account assets of Northwestern Mutual as well as retail investment client assets held or managed by Northwestern Mutual.

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