Leadership

Shane Miller is a Certified Financial Planning professional (CFP), a Chartered Retirement Plan Specialist (CRPS), holds a Series 63 License – Registered Representative, a Series 65 License – Uniform Investment Adviser Law, Group 1 License – Texas Department of Insurance. He serves clients in the areas of wealth management, veterinary medicine, estate planning, risk management services, asset protection, insurance services, and comprehensive financial planning.

• Certified Financial Planning professional (CFP®)
• Chartered Retirement Plan Specialist (CRPS®)
• Series 63 License – Investment Advisor Representative
• Series 65 License – Uniform Investment Adviser Law
• Group 1 License – Texas Department of Insurance

• Financial Planning Association (FPA)
• Fort Worth Business & Estate Council
• CFP Certification Ambassador
• Dallas Business & Estate Planning Council

• B.B.A. in Entrepreneurial Management , Texas Christian University

• WPWealth (2013 – Present)
  • Partner (2021 – Present)
  • Senior Manager (2017 – 2021)
  • Manager (2015 – 2017)
  • Senior (2013 – 2014)
• Fidelity Investments (2013)
  • Investment Consultant
• Raymond James & Associates (2010 – 2012)
  • Financial Advisor
• Areas of Practice Include:
  • Wealth Management
  • Estate Planning
  • Comprehensive Financial Planning
  • Qualified Plan Design
  • Asset Protection Consulting
  • Insurance Services
  • Investment Management

• TCU Young Alumni Board
• Christ Chapel Manpower Service Group
• SMU Financial Planning CAPE Alumni
• Vision Fort Worth
• Dallas Business Journal People on the Move
• Neeley School of Business Young Alumni Board
• Junior Achievement of Fort Worth Board