Leadership

Our clients are our greatest asset. We exist as a firm to serve you. Our belief in building a strong group of professionals is the foundation for providing superior service to our clients.

At Whitley Penn Financial, our team of advisors and staff are dedicated to building on that foundation and providing the bricks to build a plan that is uniquely tailored to your personal objectives.

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Carolyn Adams

Client Account Support | Executive Assistant Read Bio
Carolyn Adams

Beverly Black

Client Account Support | Trading Read Bio
Beverly Black

Renita Hackney

Operations Support Read Bio
Renita Hackney

Chad Holmes

Senior | Wealth Management Read Bio
Chad Holmes

Shane Miller

Senior Manager | Wealth Management Read Bio
Shane Miller

Eleanor Ray

Manager | Wealth Management Read Bio
Eleanor Ray

Tom Rein

Partner | Managing Director Read Bio
Tom Rein

W.P. Richardson

Director | Insurance Services Read Bio
W.P. Richardson

Rebecca Sierp

Manager | Wealth Management | Compliance Officer Read Bio
Rebecca Sierp

Bill Weston

Senior | Wealth Management Read Bio
Bill Weston
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