WDW Financial

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 westbrooks headshot

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 dugger headshot

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 headshot

Daniel Malone

PARTNER, CFP®

PARTNER, CFP®

Partner

Daniel lives in Dallas and joined the firm in 2016. After graduating from Kansas State University, he completed Texas A&M’s Financial Planning program. Prior to joining the firm, he was a Firefighter/Paramedic for six years and worked for the Grapevine Fire Department.
 

Phone: 469-621-1800

Email: daniel@wdwfinancial.com

stephen falk headshot

Stephen I. Falk

PARTNER, CFP®

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 headshot

Donna Heinley

CLIENT SERVICE SUPERVISOR

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 headshot

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 Headshot

Jen King

CLIENT SERVICE ASSOCIATE

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 headshot

Terrie Winter

CLIENT SERVICE ASSOCIATE

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

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