Partner | Wealth Management
Shane Miller is a Certified Financial Planning professional (CFP® ), a Chartered Retirement Plan Specialist (CRPS) professional who joined the WPWealth in 2013. He holds a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, Group 1 License – Texas Department of Insurance. Shane serves clients in the areas of wealth management, estate planning, risk management services, asset protection, insurance services, and comprehensive financial planning. Daily, he helps serves clients in the areas of wealth management, estate planning, risk management services, asset protection, insurance services, and comprehensive financial planning.
Shane has proven his success by not only making partner at young age at a well distinguished firm, but he has proven that you can love what you do for work. The intuitive nature of Shane’s work has turned into a passion to help bring awareness to the lack of financial knowledge in the community. By launching his podcast series, “Whitley Penn Cares,” he is able to focus on the missions of organizations to spread awareness around different causes. This firm initiative has allowed him to shifted his goal to focus on educating clients on their journey to a better future. The model of serving others first shows his character and plays such an important role for his clients, but his model also sets a standard that he hopes will influence his day to day life. By educating others to work smarter and not harder to better their futures has allowed Shane to grow into his new role as Partner and his influence will continue to play a role in the growth of WPWealth.
Shane attended Texas Christian University where he received his B.B.A. in Entrepreneurial Management with a minor in Japanese. He serves as an active member of Shane is a member of the Texas Christian University (TCU) Young Alumni Board, Christ Chapel Manpower Service Group, Neeley School of Business Young Alumni Board, on the Junior Achievement of Fort Worth Board and was most recently named to the Executive Committee for the Leukemia and Lymphoma Society (LLS). Shane is also a Southern Methodist University (SMU) Financial Planning CAPE Alumni. He is also a member of the Financial Planning Association (FPA), Fort Worth Business & Estate Council, CFP Certification Ambassador, and Dallas Business & Estate Planning Council.
He is married to his wife, Brighton of 4 years. He enjoys hanging out with his son, Jack, golfing, and reading books in on his backyard patio.