Our Team

Client Account Support | Trading

Beverly Black

Beverly joined WPWealth in 2015 as the Client Account and Trading Support after working in the Whitley Penn group for 14 years....

Executive Administrative Assistant

Deanna Hall

Deanna joined WPWealth team in 2018 as the Executive Administrative Assistant after working in the financial services industry...

Manager | Wealth Management

Alicia Langdon, CFP®

Alicia Langdon is a CERTIFIED FINANCIAL PLANNER™ professional and joined WPWealth in 2018. She now operates in our Dallas and...

Associate Advisor | Wealth Management

Matt Magee

Matt Magee joined the WPWealth team in 2020 and operates in our Fort Worth Office, serving as a Associate for WPWealth.  He is a ...

Partner | Wealth Management

Shane Miller, CFP®, CRPS

Shane Miller is a Certified Financial Planning professional (CFP® ), a Chartered Retirement Plan Specialist (CRPS) professional...

Manager | Wealth Management

Bree Miller, CFP®,CPA

Bree Miller is a CERTIFIED FINANCIAL PLANNER™ professional and Certified Public Accountant (CPA). She joined WPWealth in 2019...

Senior Manager | Wealth Management

Eleanor Ray

Eleanor joined WPWealth in 2007, and holds her Series 66 License-Investment Advisor Representative and her Group 1 License-Texas...

Partner | Managing Director

Tom Rein, CPA, PFS

Tom Rein founded WPWealth in 2001 with the dream to provide exceptional client service. The WPWealth philosophy is a firm...

Director | Insurance Services

W.P. Richardson, CLU

W.P. Richardson is a Chartered Life Underwriter and a Certified Family Business Planning Specialist professional and joined...

Associate Advisor

Brandon Russ

Brandon joined the WPWealth team in 2019, and recently passed the CFP® Exam. He is a graduate from Purdue University where he...

Senior Manager | Wealth Management | Compliance Officer

Rebecca Sierp, CPFA, CRPS, PHR, SHRM-CP

Rebecca is a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plan Specialist (CRPS) and holds a Series 65 License....

Financial Services Manager

Bill Weston, CFP®

Bill is a CERTIFIED FINANCIAL PLANNER™ professional and joined WPWealth in 2017 and holds his Series 66 as an Investment...