Our team is laser-focused on helping our clients plan every aspect of their lives –
James R Dischert, RFC
Founder | CEO
James R Dischert, RFC
Founder | CEO
jim@threesixtywm.com
Since 1995, Jim Dischert has specialized in assisting business owners, affluent families, and individuals in addressing the long-term financial and retirement planning issues they face. In 2006, he founded Three Sixty Wealth Management, determined to provide a superior level of commitment, dedication, and service to his clients.
The advice he provides is focused on a philosophy of sound and conservative principles that utilize a wide variety of financial products and services, with a focus on cost-efficient portfolios, asset distribution, and wealth preservation.
Jim is an Investment Advisor Representative and is a fully licensed Insurance Producer in the state of Illinois holding his Life/Health and Property/Casualty licenses. Jim has also attained his Registered Financial Consultant (RFC) designation and is currently finishing his Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations from The American College.
In addition to spending quality time with his family, Jim enjoys a competitive round of golf and loves coaching in the local JFL program. Like most of you, Jim has a very active home life. He and his wife, Susan, have three busy children: Kenna, Tyler, and Benjamin. Their family is active in their church and volunteers for several local charities and schools.
Investment advisory services offered through Three Sixty Wealth Management, LLC, a Registered Investment Advisor.
Jason Marion
Director of Planning
Jason Marion
Director of Planning
jason@threesixtywm.com
Jason A. Marion serves as the Director of Planning at Three Sixty Wealth Management, helping clients to become informed of potential planning inefficiencies and effectively navigate solutions to elevate and execute their wealth and estate planning objectives. He is deeply passionate on educating clients on collectively chosen concepts to help them make confident decisions regarding the strategy and tools that are applied to their financial plans.
Jason has a Bachelor’s degree in Finance, Insurance and Economics from Illinois State University and is a Hall of Fame honoree and Young Leader Award recipient from ISU’s Katie School of Insurance and Risk Management. Jason started his career in the consulting industry nearly 20 years ago and is now honored to serve high-net worth and ultra-high-net worth individuals, as well as family-controlled privately held companies. He has been a party to some very complicated advantageous tax, wealth accumulation, and distribution designs over the years, and is particularly proficient in identifying previously unknown and looming tax matters, as well as dormant estate and/or business succession plans that need preventative planning to properly maximize wealth and legacy transfer objectives.
Outside of the office, Jason enjoys biking and spending time with friends and family.
Favorite book?
The Juggling Act: Bringing Balance to Your Faith, Family, and Work by Pat Gelsinger
What is something interesting that many people may not know about you?
I am a twin.
What is the most unusual thing you have on your bucket list?
Not having a bucket list. Do not put off until tomorrow what can be done today.
Dawson Brooks
Associate Wealth Advisor/Paraplanner
Dawson Brooks
Associate Wealth Advisor/Paraplanner
Dawson@threesixtywm.com
As an Associate Wealth Advisor and Paraplanner, Dawson has a knack for problem solving. He gets to know clients and provides well-researched solutions. He likes getting to know his clients so he can provide highly customized strategies that help clients work toward their unique goals.
A graduate of Illinois State University with a bachelor’s degree in finance with a minor in financial planning, his college studies began at McKendree University where he attended on a football scholarship as a quarterback.
Outside of work, Dawson enjoys attending football games at Memorial Stadium. He also coaches football and tries to golf on his free days. He stays active and enjoys building things with his dad.
Kenna Dischert
Operations Manager
Kenna Dischert
Operations Manager
KENNA@threesixtywm.com
Kenna is Three Sixty’s Operations Manager; dedicated to delivering exceptional value to clients by going above and beyond to support their needs. With a focus on streamlining processes, implementing technology solutions, and relieving clients of time-consuming tasks, Kenna consistently strives to exceed expectations at every turn.
As graduate of Ball State University (Chirp Chirp!!), Kenna earned a degree in Mathematics with a concentration in education in May 2020. Before joining the Three Sixty team in August 2023, she spent three years as a highly effective high school math teacher in Indianapolis Public Schools. Her experience in education reflects a deep passion for helping and connecting with people, which now drives their work in operations management.
When not working, Kenna enjoys spending quality time with friends, family, and her two cutie pups, Mazie and Moose. As an enthusiast of exploration and new experiences, they can often be found hiking, reading, cooking, traveling, attending concerts, or discovering new places and activities in Indianapolis. With a warm, personable approach and a strong focus on client success, Kenna plays an integral role in ensuring clients feel supported and valued every step of the way.
Anna Stratton
Client Experience Specialist
Anna Stratton
Client Experience Specialist
aNNA@threesixtywm.com
Anna Stratton, CFP®, brings exceptional depth of experience to Three Sixty Wealth Management. A Certified Financial Planner since 2001, Anna has built her career around delivering white-glove client service while providing high-level operational support to advisors. Her expertise spans retirement plan administration, investment account management, trades and transfers, compliance, paraplanning, and end-to-end client account operations—areas where precision, organization, and a strong commitment to client experience are essential.
Anna’s addition to the team enhances our ability to serve clients with even greater care and attention to detail. As Anna shares, “Throughout my career, I have taken great pride in delivering excellent client service and building trusted relationships.”
Originally from the Chicagoland area, Anna later moved to California, where she and her husband, Richard, began their family. They are proud parents of 17-year-old twin sons, Ben and Henry, who are strong academic students and are currently working toward earning the rank of Eagle Scout. Four years ago, the family relocated to New Jersey, where they have enjoyed putting down roots and becoming part of a new community.
Outside of work, Anna enjoys traveling with her family, exploring their surroundings, cooking (and enjoying great food), and skiing whenever possible. She values connection, thoughtful planning, and building meaningful relationships—both personally and professionally.
Andrea Cullen
Client Service Specialist
Andrea Cullen
Client Service Specialist
Andrea@threesixtywm.com
Andrea Cullen serves as a Client Service Specialist at Three Sixty Wealth Management, where she is dedicated to providing timely, thoughtful support to clients. She assists with account-related questions and helps connect clients to the firm’s technology solutions, always striving to exceed expectations and deliver a seamless service experience.
Andrea brings a diverse professional background to her role. She earned her real estate license in 2001 and spent 18 years as a realtor. Her experience also included working as an assistant to a real estate attorney, a loan processor, and in the business office of a hospital. In addition, she successfully owned and operated her own fitness gym, reflecting her entrepreneurial spirit and commitment to helping others.
Outside the office, Andrea enjoys staying active and connected to her community. She can often be found playing pickleball, biking, or walking to downtown Nashville to enjoy live music. She also loves dancing and singing karaoke. Family plays a central role in her life—Andrea has three children and four stepchildren, and much of her free time is spent visiting her kids' various college campuses and cheering with the kids at college football games. She also shares her home with Nahla, her lively Shih Tzu, who keeps her smiling every day.
Andrea enjoys keeping up with weekly market updates, listening to how-to podcasts, and watching Marvel movies. She lives by the belief that “God has me right where He wants me,” and often shares a lesson from her 8th-grade English teacher with her children: “Excuses only satisfy those who make them.”
Looking ahead, Andrea and her husband Rick are excited to enjoy the warmer climate of Nashville, where they relocated in 2026—happy to have traded snow shovels for sunshine. One item still on her bucket list: driving an Indy car around the iconic Indianapolis Motor Speedway.
Demetrius Karos
Strategic Partner - CPA & Attorney at Law
Demetrius Karos
Kayla Karos Shiple
Strategic Partner - Attorney at Law
Kayla Karos Shiple