Whitley Penn Employee Directory

Q: Who are Whitley Penn key employees?

Some of Whitley Penn key employees are Kristen Lollar , Michael Herman , Jd Stotts

Whitley Penn corporate office is located in 640 Taylor St Ste 2200, Fort Worth, Texas, 76102, United States and has 501-1,000 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

440

Operations

Information Technology

Legal

Human Resources

Marketing

C-Suite

Whitley Penn CEO

Nathen McEownChief Executive Officer

Phone

See Profile

Key Employees of Whitley Penn

KL
Kristen Lollar
Chief Marketing Officer
PhoneEmail
MH
Michael Herman
Chief Operating Officer
PhoneEmail
Jd Stotts
Chief Information Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Whitley Penn Global Presence

Location	People at location
North America	501-1,000
Asia	11-50
Australia	1-10

Index of contact profiles from Whitley Penn

Explore leadership insights for Whitley Penn. View the full leadership team

Contact Name

Contact Info

Job Title

HQ Location

TS
Timothy Sims
Email Direct
Managing Director
United States , Texas , Fort Worth

HO
Halea Owens
Email Direct
Manager, Tax & Consulting Services
United States , Texas , Fort Worth

PU
Phillip Ugalde
Email Direct
Director, Business Development
United States , Texas , Fort Worth

OV
Olivia Valdez
Email Direct
Collections Coordinator
United States , Texas , Fort Worth

JP
Jolee Patnaude
Email Direct
Director, Revenue Cycle Advisory
United States , Texas , Fort Worth

JL
Justin Lytle
Email Direct
Senior Manager, Tax
United States , Texas , Fort Worth

CH
Chelsea Hastings
Email Direct
Manager, Audit
United States , Texas , Fort Worth

EC
Emyrose Calgo
Email Direct
Accounting Associate (Oil & Gas)
United States , Texas , Fort Worth

EF
Ethan Fries
Email Direct
FLVS Associate
United States , Texas , Fort Worth

JB
Jake Baine
Email Direct
Managing Director
United States , Texas , Fort Worth

KJ
Katie Johnston
Email Direct
Managing Director
United States , Texas , Fort Worth

TT
Tara Thomas
Email Direct
Director
United States , Texas , Fort Worth

KA
Krystle August
Email Direct
Manager, Audit
United States , Texas , Fort Worth

IT
Illeanna Tarin
Email Direct
Tax Associate
United States , Texas , Fort Worth

DF
D'Ann Funk
Email Direct
Executive Assistant, Audit
United States , Texas , Fort Worth

JW
John Wagner
Email Direct
Tax Partner
United States , Texas , Fort Worth

HM
Hudson Marx
Email Direct
Tax Partner
United States , Texas , Fort Worth

CC
Celina Cereceres
Email Direct
Audit Partner
United States , Texas , Fort Worth

AM
Aryanna Morales
Email Direct
Client Accounting & Advisory Services Associate (Caas)
United States , Texas , Fort Worth

TW
Tamya Williams
Email Direct
Branding & Operations Marketing Associate
United States , Texas , Fort Worth

BJ
Bryce Johnson
Email Direct
Tax & Consulting Services Partner
United States , Texas , Fort Worth

AP
Anne Pfeifer
Email Direct
Controller
United States , Texas , Fort Worth

FJ
Farriya Jawed
Email Direct
Audit Data Analyst
United States , Texas , Fort Worth

WP
Whitley Penn
Email Direct
Social Media
United States , Texas , Fort Worth

LN
Logan Nelson
Email Direct
Senior Tax Associate
United States , Texas , Fort Worth

12 3 4 5

Former Employees at Whitley Penn

Explore people who held key positions, contributed to Whitley Penn's success, and advanced their careers.

Meredith Bajorek

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Austin Waugh

Chief Financial Office... at First Liberty Institut...

Worked as Tax Accountant

at Whitley Penn (2015-2017)

Direct

Clayton Lowry

Senior Manager, Govern... at Weaver

Worked as Senior Auditor

at Whitley Penn (2017-2021)

Direct

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Experienced Audit Asso... at Cherry Bekaert

Worked as Audit Intern

at Whitley Penn (2025-2025)

Direct

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Manager at Embark

Worked as TAS Senior Associate

at Whitley Penn (2023-2025)

Direct

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Senior Manager at A-LIGN

Worked as Risk Advisory Services Senior Auditor

at Whitley Penn (2018-2020)

Direct

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Frequently Asked Questions Regarding Whitley Penn Employees

How many employees does Whitley Penn have?

Whitley Penn has 501-1,000 employees

Who is the CEO of Whitley Penn?

Whitley Penn’s CEO is Nathen McEown

Who are Whitley Penn key employees?

Some of Whitley Penn key employees are Kristen Lollar, Michael Herman, Jd Stotts

Where is Whitley Penn located?

Whitley Penn’s headquarters are located at 640 Taylor St Ste 2200, Fort Worth, Texas, 76102, United States

How do I contact Whitley Penn?

Whitley Penn Contact Info: Phone number: (817) 259-9100 Website: www.whitleypenn.com

What does Whitley Penn do?

Whitley Penn was established in 1983, headquartered in Plano, Texas, offering public accounting for multiple industry needs.... Read More

Is Whitley Penn a public company?

Whitley Penn is private company therefore does not currently have an official ticker symbol

See more information about Whitley Penn Employees

Whitley Penn Employee Directory

Employees by Department

Whitley Penn CEO

Key Employees of Whitley Penn

Whitley Penn Global Presence

Index of contact profiles from Whitley Penn

Former Employees at Whitley Penn

Meredith Bajorek

Austin Waugh

Clayton Lowry

People from Similar Companies in the Business Services Industry Located in Texas, United States

Access Healthcare

Loomis

Epsilon

Etech

Huntleigh USA

CAMS

Frequently Asked Questions Regarding Whitley Penn Employees

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