Bree brings unique experience to the team with her tax background alongside her wealth management knowledge that creates opportunities to provide comprehensive financial solutions to her clients.
During Bree’s time at WPWealth, she has been vital in the success of providing tax-saving benefits to the Whitley Penn clients by implementing Wealth Wednesday educational videos alongside WPWealth Manager, Alicia Langdon. The series provides advice for clients of the firm and its employees. Additionally, she hosts the Whitley Penn Talk podcast series that focuses on the ever-changing state of the economy by providing relevant and timely information updates.
Member, American Institute of Certified Public Accountants (AICPA)
Member, Texas Society of Certified Public Accountants (TXCPA)
Volunteer, Cristo Rey Fort Worth
Volunteer, WORTH Endowment Fund at the North Texas Community Foundation
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
- B.B.A. in Accounting, Texas A&M University
- M.S. in Accounting, Texas A&M University