At WDW Financial, we’re only interested in working with clients who need the help, want the help, and appreciate the help. If you are looking for a team that will be actively engaged in your financial future, we might be the right fit for you.
WDW FINANCIAL
Partner
PARTNER
Michael grew up in Dallas and attended Jesuit College Prep. He attended Loyola University in New Orleans and returned to the metroplex to take a job as a firefighter/paramedic with the Plano Fire Department. He started working full-time at WDW in 2002. He is married to Loree, and they have three adult daughters. If you are looking for Michael, look outside. He is likely biking, hiking, walking, hitting golf balls, playing pickleball, skiing, ....anything to be outside.
Phone: 469-621-1800
Email: michael@wdwfinancial.com
Partner
PARTNER
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.
Phone: 469-621-1800
Email: david@wdwfinancial.com
Partner
PARTNER
Phone: 469-621-1800
Email: daniel@wdwfinancial.com
Partner
PARTNER
Phone: 469-621-1800
Email: stephen@wdwfinancial.com
Associate Financial Planner
Associate Financial Planner
Originally from China, Wen moved to the US as an exchange student when she was 17. With a passion for finance and a commitment to helping others, she finds fulfillment in guiding clients toward their financial goals and helping them make informed decisions. In her free time, she loves practicing yoga, reading, traveling, and culinary arts. Driven by her intellectual curiosity and desire to contribute to a greater cause, Wen is dedicated to making a positive impact both professionally and personally.
Phone: 469-621-1800
Email: wen@wdwfinancial.com
Retirement Plan Specialist
Shelby graduated with a business degree from the University of North Texas. She worked at another financial services company for ten years. After a short time at home with her children, Shelby joined WDW in August of 2012. She and her husband, Harold, keep busy with their son and two daughters.
Phone: 469-621-1800
Email: shelby@wdwfinancial.com
Operations Manager
Operations Manager
Phone: 469-621-1800
Email: donna@wdwfinancial.com
Client Service Associate
Client Service Associate
Phone: 469-621-1800
Email: jen@wdwfinancial.com
Client Service Associate
Terrie attended San Diego Mesa College in California but quickly married and committed to a stay-at-home job of attending to her family of 5 children. She came to WDW in October of 2015 after working as an administrator in the Environmental Industry for 2 years.
Phone: 469-621-1800
Email: terrie@wdwfinancial.com
OUR HISTORY
If you think WDW Financial might be the right fit for you, reach out and our team would be happy to discuss next steps.