Our Team

At WDW Financial

Our qualified team of partners, advisors and associates are committed to serving our clients and helping them reach their financial goals.

Michael-Westbrooks-Square

Michael H. Westbrooks

PARTNER

469-621-1800

David-J-Dugger-Square-New

David J. Dugger

PARTNER, CPA, CFP®

469-621-1800

Daniel-Malone-Square

Daniel Malone

PARTNER, CFP®

469-621-1800

Stephen-Falk-Square

Stephen I. Falk

PARTNER, CFP®

469-621-1802

Donna-Heinley-Square

Donna Heinley

OPERATIONS MANAGER

469-621-2344

Shelby Pic

Shelby Smith

RETIREMENT PLAN SPECIALIST

469-621-1807

Jen-King-Square-New

Jen King

CLIENT SERVICE ASSOCIATE

469-621-1800

Terrie-Winter-Square-New

Terrie Winter

CLIENT SERVICE ASSOCIATE

469-587-8489