WPWealth Announces Promotions

January 2021 | Posted in WPWealth
WPWealth

Fort Worth, TX (January 4, 2020) – WPWealth is pleased to announce that four professionals have been promoted effective January 1, 2021.

Shane Miller, CFP®, CRPS® has been promoted to Partner with WPWealth. He serves as a firm resource for comprehensive wealth planning, estate planning, insurance, qualified plans, and investment management.

Miller is involved the Financial Planning Association (FPA), CFP Certification Ambassador, TCU Young Alumni Board Member, Junior Achievement of The Chisholm Trail – Board Member, and Christ Chapel Bible Church Member.

In addition, he is a frequent presenter for continuing education programs and a contributor for the firm’s podcast channel, Whitley Penn Talks.

Miller received a BBA degree in Entrepreneurial Management from Texas Christian University. His professional certifications include: Certified Financial Planning Professional; Chartered Retirement Planning Professional; Series 63 License – Investment Advisor Representative; Series 65 License – Uniform Investment Advisor Law; and Group 1 License – Texas Department of Insurance.

Bill Weston, CFP®, recently promoted to Senior Manager, holds the Series 66 License (Licensed Investment Advisor Representative) and the credentials as a CERTIFIED FINANCIAL PLANNER™ (CFP®.)

Weston received a B.A. in Economics from The University of Texas at Austin and obtained his Certificate in Financial Planning from Florida State University.

Alicia Langdon, CFP® is a Wealth Management Manager who operates in the Plano Office and oversees the Plano and Dallas markets. She holds the Series 7 and 63 Licenses (General Securities Registered Representative) and holds the credentials as a CERTIFIED FINANCIAL PLANNER (CFP®).

In the community, Langdon is a member of the Texas Scottish Rite Hospital Crayon Club, Court Appointed Special Advocates (CASA), Salvation Army of Texas, and Habitat for Humanity.

She received her B.A. in University Studies with a focus on Personal Financial Planning, Organizational Leadership, and Spanish, her M.S. in Personal Financial Planning, and a Graduate Certificate in Charitable Financial Planning from Texas Tech University.

Bree Miller, CPA, CFP®, is a Manager located in the Fort Worth office. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Public Accountant (CPA). Miller advises clients in the areas of wealth management, estate planning, risk management services, asset protection, insurance services and comprehensive financial planning. Her experience in wealth management as well as tax preparation and consulting allows her the extensive knowledge base to provide valuable solutions to individual’s financial needs.

Miller received her B.B.A. and M.S. in Accounting from Texas A&M University.

“I am extremely proud of my team for overcoming the many obstacles that 2020 presented. They used the challenges as learning opportunities to grow professionally. I am proud of each of them and want to congratulate them on well-deserved promotions. We look forward to their leadership and the value they will continue to deliver to our clients,” stated Tom Rein, Partner and Managing Director for WPWealth.

Kristen Lollar
Director of Marketing 469.776.3645 Kristen.Lollar@whitleypenn.com Plano
About WPWealth LLP Contact WPWealth LLP

WPWealth LLP ("WPWealth") is a Registered Investment Adviser with the Securities and Exchange Commission and offers high quality financial services to a wide range of clients. Established in 2000 by Thomas Rein, a partner at the accounting firm Whitley Penn, LLP, WPWealth is comprised of a team of certified financial professionals with previous experience in a variety of industries. The firm’s mission is to offer comprehensive, unbiased advice to clients; knowing all working aspects of their financial situation. For more information on WPWealth LLP, please visit WPWealth.com

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