Meet Our Team
Each member of the WPWealth team brings a unique set of skills, ensuring that you receive personalized and
comprehensive wealth management services. Get to know us and discover how we can guide you on your financial journey.
Shane Miller
PartnerShane Miller has been with WPWealth since 2013, where he has been instrumental with the group’s growth and success in various facets.
Bill Weston
PartnerBill Weston joined the firm in 2017. He works closely with clients long with heading the firm's investments committee.
Patrick Dougherty
PrincipalPatrick Dougherty joined WPWealth in 2024. He helps clients create custom solutions for wealth accumulation, generational transfers, and more.
Rebecca Sierp
Director | Operations & ComplianceSince joining WPWealth in 2008, Rebecca Sierp has brought a new perspective and passion for client success and effective firm operations.
W. P. Richardson
Director | Insurance ServicesW.P. Richardson is a Chartered Life Underwriter (CLU) and a Certified Family Business Planning Specialist. He joined WPWealth in 2002.
Tyler Ayres
Manager | Wealth ManagementTyler Ayres assists his clients with cash flow plans for retirement income, investment management, and financial planning.
Brandon Russ
Manager | Wealth ManagementBrandon Russ joined the firm in 2019. He helps clients in a variety of ways, from completing large transactions to financial planning.
Jared Archer
Senior Associate | Wealth ManagementJared Archer joined WPWealth in 2023. He helps individuals and families tailor and reach their personal financial goals.
Bryan Monks
Senior Associate | Wealth ManagementBryan Monks specializes in financial planning with a strategic tax focus, particularly for individuals and small business owners.
Zach Van Kirk
Senior Associate | Wealth ManagementZach Van Kirk joined WPWealth in 2021. He is skilled at thoroughly evaluating clients' investment opportunities and mitigating risks.
Christopher Peters
Associate | Wealth ManagementChristopher Peters serves clients by evaluating investment opportunities and supporting our financial advisors.
Landon Shoemaker
TraderLandon Shoemaker joined WPWealth in 2024. He supports clients with his focus on complex trading analysis and risk mitigation.
Jackson Suss
Associate AdvisorJackson Suss joined WPWealth in 2024, bringing experience in financial management and strategic planning.
Beverly Black
Senior Associate | OperationsBeverly Black joined WPWealth in 2015. She prides herself on exceptional client service and competency.
Tania Bailey
Associate | OperationsTania Bailey joined WPWealth in 2024. She brings 13 years of experience in the wealth management industry and takes great pride in building client relationships and delivering exceptional service.
Andrea Cervera
Associate | OperationsAndrea Cervera has more than 10 years’ experience in office management, administrative support, human resources, and bookkeeping.
Selena Jimenez
Associate | OperationsSelena Jimenez joined WPWealth in 2021. She has over 25 years of experience in banking and is well versed in customer and client relationships, accounting functions, administration, and office management.
Deanna Hall
Executive Administrative AssistantDeanna Hall joined the firm in 2018. She plays an integral role in client success, from onboarding to account management.