Our Team

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David J. Dugger
Partner, CPA, CFP®
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Michael H. Westbrooks
Partner
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Susan R. Wilhoit
Partner, CRPC®
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Stephen I. Falk
Partner, CFP®
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James H. Westbrooks
Partner, CLU
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Angie Herrington
Financial Advisor
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Donna Heinley
Client Service Associate
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Daniel Malone
Financial Advisor, CFP® Candidate
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Shelby Smith
Client Service Associate
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Terrie Winter
Client Service Associate
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Jan Mattson
Client Service Associate
469-621-1800