Bree Miller is a CERTIFIED FINANCIAL PLANNER™ and Certified Public Accountant (CPA) who joined WPWealth in 2019. Previously, Bree worked in Big 4 Accounting with large financial services institutions as a Tax Senior Associate. Bree brings unique experience to the team with her tax background alongside her wealth management knowledge that creates opportunities to provide comprehensive financial solutions to her clients.
During Bree’s time 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 alongside WPWealth Manager, Alicia Langdon. The series provides advice for clients of the firm and its employees. Additionally, she hosts the Whitley Penn Talk podcast series that focuses on the ever-changing state of the economy by providing relevant and timely information updates.
Bree graduated from Texas A&M University where she earned a 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).
In the local community, she enjoys volunteering for the Cristo Rey Fort Worth, a high school for underprivileged students, as an Admissions Ambassador and Corporate Work Study/ Mentorship Programs. She is also involved with WORTH through the WORTH Endowment Fund at the North Texas Community Foundation. Additionally, Bree spends time reading and enjoying the lake with her husband and extended family.