Leadership

TomRein
Tom Rein
Partner-in-Charge and Managing Partner, WPWealth

Tom Rein is the Partner-in-Charge and Managing Director of WPWealth. He is a certified public accountant (CPA), personal financial specialist (PFS) and holds a Series 66 License – Investment Advisor Representative, Group 1 License – Texas Department of Insurance. Tom’s areas of practice include wealth management, investment management services, financial planningasset protection consulting, estate planning and insurance services.

Professional Certifications

  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Series 66 Licenses – Investment Advisor Representative
  • Group 1 License – Texas Department of Insurance

Podcast Episodes

Board and Community Service

  • TD Ameritrade Institutional Advisor Panel
  • Catholic Charities Fort Worth – Board
  • Catholic Charities Fort Worth – Finance Committee
  • NTSP – Finance Committee
  • NTSP – Charitable Board
  • Care N’ Care – Board Member
  • Catholic Charities of Fort Worth
  • Meals on Wheels
  • First Trust – Advisory Board
  • United Way – Allocation Committee
  • Rotary International – Fort Worth
  • Big Brothers Big Sisters
  • Tarrant County Organization of Professionals
  • Colleyville/Grapevine Youth Associations
  • HEB Youth Sports Association

Education

  • B.B.A. in Accounting, University of Texas at Arlington

Professional Experience

  • Whitley Penn, Fort Worth Office, (1985-Present)
    • Managing Director – WPWealth (formerly known as WP Financial Services, LLP ) – (2001-Present)
    • Partner (1995-Present)
    • Tax Partner
    • Areas of Practice Include:
      • Tax/Estate Planning
      • Business Consulting
      • Financial Planning/Consulting
      • Investment Management Services
      • Asset Protection Consulting
      • Insurance Services
      • Retirement Plan Design and Consulting
    • Primary Industries Include:
      • Medical Practices
      • Professional Services