Director | Insurance Services
Bachelors of Business Management, Texas Christian University
W.P. graduated from Texas Christian University in 1985 with a degree in Business Management. He began consulting in advance transfer strategies in 1987 and joined WPWealth LLP in 2002.
He has an extensive background in comprehensive planning with an emphasis on estate planning, life insurance portfolio management, and wealth transfer strategies.
W.P. holds professional designations as a Chartered Life Underwriter and a Certified Family Business Planning Specialist. He earned the designations from The American College in Bryn Mawr, Pennsylvania. He also has his Series 6 and 63 Securities License through Kestra Investment Services, LLC.
- Chartered Life Underwriter
- Certified Family Business Planning Specialist
- Series 6 and 63 Securities offered through Kestra investment Services, LLC (Kestra IS), member FNRA/SIPC. WPWealth LLP is not affiliated with Kestra IS and NFPISI.