Michael Westbrooks Partner
About WDW
Helping people find clarity and confidence
We were putting clients first in 1969, and that commitment has never changed: fully transparent fees, comprehensive financial planning, and objective advice built around your goals.
Built on trust, backed by expertise.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, a widely recognized standard for financial planning, helping ensure every recommendation meets rigorous ethical and fiduciary requirements.
David Dugger, CFP®, CPA Partner
Stephen Falk, CFP® Partner
Dan Malone, CFP® Partner
Wen Luisi, CFP®, EA Financial Planner
Shelby Smith Retirement Plan Advisor
Rachel Kim, CFP® Financial Planner
Jimmy LaBrecque, CFP®, EA Financial Planner
Ryne Hays Paraplanner
Mallory Lowe Client Experience Coordinator
Kevin Karnes, CPA Tax Advisor
Wendall Vandiver, CPA Tax Advisor
Laura Holifield Client Service
Jen Wilhoit Client Service
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Schedule time with our team to explore how independent, holistic planning can support your next chapter.