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 joins the firm to lead our expanding People team.
Presented by the WPWealth team, this series discusses personal finance and milestones for setting yourself up for financial success.
The firm continues its record of being recognized among the best firms in the industry.
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.
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!
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.
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.
The team at Werlein & Harris join us in our Houston office to better serve our south Texas market.
The new office in Odessa creates a modern workplace for our growing Permian Basin presence.
Industry professionals gathered in Fort Worth for Whitley Penn’s first live event since March of 2020.
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.
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.