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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

Susan-R-Wilhoit-Square

Susan R. Wilhoit

PARTNER, CRPC®

469-621-2338

Stephen-Falk-Square

Stephen I. Falk

PARTNER, CFP®

469-621-1802

James-Westbrooks-Square

James H. Westbrooks

PARTNER, CLU

469-621-1800

Donna-Heinley-Square

Donna Heinley

OPERATIONS MANAGER

469-621-2344

Daniel-Malone-Square

Daniel Malone

FINANCIAL ADVISOR, CFP®

469-621-1800

Shelby Pic

Shelby Smith

RETIREMENT PLAN SPECIALIST

469-621-1807

Terrie-Winter-Square

Terrie Winter

CLIENT SERVICE ASSOCIATE

469-587-8489

Jen Pic

Jen King

CLIENT SERVICE ASSOCIATE

469-621-1800

Amanda-Henry-Square

Amanda Henry

ASSOCIATE

469-621-1800