Insight + Focus + Achievement
We're all about relationships
Everyone has a story, and that story determines your approach and mindset around financial planning. We take the time to hear that story, identifying your unique needs and goals, and with this foundation in place, we apply our disciplined process to help you meet your personal financial objectives.
At WDW, we work with you to build a personal, goal-driven financial strategy based on your time frame and risk tolerance. When choosing investments, portfolios, and time horizons, we focus on what is uniquely important to your family.
Meet Our Partners
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.
Michael H. Westbrooks
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.
Stephen I. Falk
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.
Susan R. Wilhoit
Susan holds a BBA and MBA from Baylor University. She worked in bank portfolio management prior to joining the team in 1992. She grew up in West Texas as an Army brat and enjoys traveling to new places. Susan serves on the board of Buckner International and on the advisory board of the Baylor University Women's Council. She and her husband, Randy, have a married son and daughter who live in the Dallas area and twin grandsons.
To learn more about Westbrooks, Dugger and Westbrooks Financial and how we can help you, please complete the information below or give us a call.
2600 N Central Expy #575
Richardson, TX 75080
Mon–Fri: 8:00 AM–5:00 PM