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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Beverly Black

Client Account Support | Trading Read Bio
Beverly Black

Deanna Hall

Executive Administrative Assistant Read Bio
Deanna Hall

Chad Holmes

Manager | Wealth Management Read Bio
Chad Holmes

Alicia Langdon

Senior | Wealth Management Read Bio
Alicia Langdon

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

Senior Manager | Wealth Management | Compliance Officer Read Bio
Rebecca Sierp

Bill Weston

Manager | Wealth Management Read Bio
Bill Weston
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