Michael Westbrooks Partner
About WDW
Helping people find clarity and confidence
We were putting clients first in 1969, and that commitment has never changed: fully transparent fees, comprehensive financial planning, and objective advice built around your goals.
Our professional team
Built on trust, backed by expertise.
Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, a widely recognized standard for financial planning, helping ensure every recommendation meets rigorous ethical and fiduciary requirements.
David Dugger, CFP®, CPA Partner
Stephen Falk, CFP® Partner
Dan Malone, CFP® Partner
Wen Luisi, CFP® Financial Planner
Shelby Smith Retirement Plan Advisor
Rachel Kim, CFP® Financial Planner
Jimmy LaBrecque, CFP®, EA Financial Planner
Ryne Hays Paraplanner
Mallory Lowe Client Experience Coordinator
Kevin Karnes, CPA Tax Advisor
Wendall Vandiver, CPA Tax Advisor
Client Service
Where care meets every detail.
Our client service team is the connective thread of the firm. They coordinate onboarding, manage account logistics, and support day-to-day requests so your advisor can stay focused on strategy.
From simple updates to review scheduling, they bring consistency, precision, and warmth to every interaction.
Laura Holfield Client Service Supervisor
Claire Woodard Client Service Associate
Jen Wilhoit Client Service Associate
Sarah Khaleghipour Client Service Associate
Begin a conversation
Schedule time with our team to explore how independent, holistic planning can support your next chapter.