Our Team
Your Financial Leaders
Our qualified team of partners, advisors and associates are committed to serving our clients and helping them reach their financial goals.
Michael H. Westbrooks
Partner
Michael H. Westbrooks
PARTNER
After college at Loyola and the University of North Texas, Michael served 11 years as a Plano firefighter. He officially joined WDW in 1992. Michael and his wife, Loree, have three teenage daughters. Michael runs or bikes whenever possible, competing in several races every year. Michael is heavily involved with the Dallas Life homeless ministry, having recently completed his term as board president.
Phone: 469-621-1800
Email: michael@wdwfinancial.com
David J. Dugger
PARTNER, CPA, CFP®
David J. Dugger
PARTNER, CPA, CFP®
David graduated from the University of Texas at Austin with his Bachelor’s and Master’s degree in Accounting. David spent four years with the accounting firm of PwC prior to joining the firm in 2000. David and his wife, Shannon, have a daughter and a son. David spends his free time enjoying travel, the outdoors and live music.
Phone: 469-621-1800
Email: david@wdwfinancial.com
Daniel Malone
PARTNER, CFP®
PARTNER, CFP®
Partner
Phone: 469-621-1800
Email: daniel@wdwfinancial.com
Stephen I. Falk
Stephen I. Falk
PARTNER, CFP®
Stephen graduated from the University of North Texas with a Bachelor’s degree in Accounting with a minor in Financial Planning. He began as a college intern with our firm in 2002 and worked his way into a full-time position with us when he graduated in 2004. Stephen was born in New York City but grew up in the Houston area. Stephen and his wife, Michelle, have two daughters and a son. He currently serves on the boards for the ADL and Hillels of North Texas.
Phone: 469-621-1802
Email: stephen@wdwfinancial.com
Donna Heinley
OPERATIONS MANAGER
Donna Heinley
OPERATIONS MANAGER
Donna graduated from Ouachita Baptist University with a Bachelor’s degree in Business Administration. She grew up in Richardson and spent ten years working for a local church in the finance department. Donna joined our team in 2012. Donna and her husband, Barry, are raising two daughters, a senior in high-school and a senior in college.
Phone: 469-621-2344
Email: donna@wdwfinancial.com
Shelby Smith
RETIREMENT PLAN SPECIALIST
Shelby Smith
RETIREMENT PLAN SPECIALIST
Shelby graduated with a business degree from the University of North Texas. She worked at another financial services company for ten years. After a short time at home with her children, Shelby joined WDW in August of 2012. She and her husband, Harold, keep busy with their son and two daughters.
Phone: 469-621-1807
Email: shelby@wdwfinancial.com
Jen King
Jen King
CLIENT SERVICE ASSOCIATE
Jen King graduated from Texas tech University in 2007 with a degree in animal science. She worked for ten years in medical billing before joining the WDW team. Jen owns many animals, including horses and chickens, and loves to enjoy the outdoors.
Phone: 469-587-8489
Email: jen@wdwfinancial.com
Terrie Winter
Terrie Winter
CLIENT SERVICE ASSOCIATE
Terrie attended San Diego Mesa College in California but quickly married and committed to a stay-at-home job of attending to her family of 5 children. She came to WDW in October of 2015 after working as an administrator in the Environmental Industry for 2 years.
Phone: 469-587-8489
Email: terrie@wdwfinancial.com
Get started with us today.
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