Whitley Penn Wrap-Up

This year was a momentous one for Whitley Penn. From expansion of our team to new endeavors
and milestones, here are the highlights from 2021.


Robyn Martin

February 18

Whitley Penn Adds Robyn Martin as Chief People Officer

Robyn joins the firm to lead our expanding People team.

February 25

“Start Now, Success Later” Podcast Series Launches

Presented by the WPWealth team, this series discusses personal finance and milestones for setting yourself up for financial success.

March 16

Accounting Today Ranks Whitley Penn as Top 100 Firm

The firm continues its record of being recognized among the best firms in the industry.


Inaugural Summer Leadership Program Launched

Our summer leadership program is designed to give rising juniors in college an opportunity to learn professional skills between semesters. We hosted Zoom webinars to cover topics such as: professionalism and virtual meeting etiquette in order to prepare them for future internships.

May 26

Whitley Penn’s 38th Anniversary!

After nearly four decades and lots of ups and downs, the firm has continued to grow and is excited for what is yet to come!

July 20

INSIDE Public Accounting Ranks Whitley Penn as Top 100 Firm

The firm was honored to be included as part of IPA’s Top 100 list once again, continuing our record of being recognized among the best in the industry.

July 30

Race to Kindness with Orion Jean

Race to Kindness was a national effort to donate over 500,000 books in children in need. Whitley Penn donated over 1,500 books and $10,000 to the effort. In a podcast episode, our Felix Lozano sat down with the head of the effort, Orion Jean.

August 1

Werlein & Harris, P.C. Joins Whitley Penn

The team at Werlein & Harris join us in our Houston office to better serve our south Texas market.

August 16

Odessa Office Relocates

The new office in Odessa creates a modern workplace for our growing Permian Basin presence.

September 16

Energy Conference 2021

Industry professionals gathered in Fort Worth for Whitley Penn’s first live event since March of 2020.

September 30

75th Episode of “Whitley Penn Talks” is Released

Our commitment to bringing thought leadership in our space has lead us to publishing 75 podcast episodes and counting. Our first episode was released in July 0f 2019.

November 1

Whitley Penn University

The firm’s management gathered in Dallas for a two day event filled with speakers, presentations from our leadership, and opportunities to connect and get together in person.

Matthew Reiter

November 9

Chief Growth Officer and Director of Audit Announced

Felix Lozano (top) was announced as the firm’s Chief Growth Officer, while Matthew Reiter (bottom) is named Director of Audit.

December 15

Whitley Penn Announces New Partners

The firm announces the professional who have been promoted to Partner and will help lead the firm going forward.