WDW Financial

Financial guidance
you can rely on.

For those who are ready to take their financial future seriously.

At WDW Financial, we’re only interested in working with clients who need the help, want the help, and appreciate the help. If you are looking for a team that will be actively engaged in your financial future, we might be the right fit for you.

WDW FINANCIAL

Meet Our Team

Michael J Westbrooks, Partner, WDW-Financial

Michael H. Westbrooks

Partner

Michael H. Westbrooks

PARTNER

Michael grew up in Dallas and attended Jesuit College Prep.  He attended Loyola University in New Orleans and returned to the metroplex to take a job as a firefighter/paramedic with the Plano Fire Department.  He started working full-time at WDW in 2002.  He is married to Loree, and they have three adult daughters.  If you are looking for Michael, look outside.  He is likely biking, hiking, walking, hitting golf balls, playing pickleball, skiing, ....anything to be outside.

Phone:  469-621-1800

Email: michael@wdwfinancial.com 

David-J.-Dugger, CFP, Partner, WDW Financial

David J. Dugger, CPA, CFP®

Partner

David J. Dugger, CPA, CFP®

PARTNER

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, CFP, Partner, WDW Financial

Daniel Malone, CFP®

Partner

Daniel Malone, 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 I. Falk, CFP, Partner, WDW Financial

Stephen Falk, CFP®

Partner

Stephen Falk, CFP®

PARTNER

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: 469-621-1800

Email: stephen@wdwfinancial.com

Wen Qin, MBA, CFP®

Associate Financial Planner

Wen Qin, MBA, CFP®

Associate Financial Planner

Originally from China, Wen moved to the US as an exchange student when she was 17. With a passion for finance and a commitment to helping others, she finds fulfillment in guiding clients toward their financial goals and helping them make informed decisions. In her free time, she loves practicing yoga, reading, traveling, and culinary arts. Driven by her intellectual curiosity and desire to contribute to a greater cause, Wen is dedicated to making a positive impact both professionally and personally.

Phone: 469-621-1800

Email: wen@wdwfinancial.com 

Shelby Smith

Retirement 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: 469-621-1800

Email: shelby@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: 469-621-1800

Email: donna@wdwfinancial.com

Jen King, WDW Financial

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: 469-621-1800

Email: jen@wdwfinancial.com

Terrie Winter, WDW Financial

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: 469-621-1800

Email: terrie@wdwfinancial.com

OUR HISTORY

How it all started

WDW (Westbrooks Dugger & Westbrooks) Financial has been introducing individuals, families and companies to financial products and services for more than 50 years, beginning with our founding partner, James Westbrooks. Learn more at the link below.

Let's have a conversation

If you think WDW Financial might be the right fit for you, reach out and our team would be happy to discuss next steps.