Bree Miller is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA). She joined WPWealth in 2019 and is a Wealth Management Manager. Bree previously worked at Big 4 Accounting with large financial services institutions as a Tax Associate. Bree’s experience in wealth management, as well as tax preparation and consulting allow her the extensive knowledge base to provide valuable solutions to individual’s financial needs and is a valuable asset to WPWealth’s clients.
During Bree’s tenure at WPWealth, she has been vital in the success of providing tax saving benefits to the Whitley Penn clients by implementing Wealth Wednesday educational videos. The series provides excellent advice for firm employees. Additionally, she hosts the new podcast series that focuses on the state of the economy by providing relevant and timely information.
Bree graduated from Texas A&M University where she earned B.B.A. and M.S. in Accounting. She is an active member of the American Institute of Certified Public Accountants (AICPA), Texas Society of Certified Public Accountants (TXCPA). She also enjoys volunteering for the Cristo Rey Fort Worth Monday Mentor Program.
Bree and her husband reside in the Dallas area and, when not at work, can be found enjoying her time with family.