WPWealth Employee Directory

WPWealth corporate office is located in 5908 Headquarters Dr Ste 300, Plano, Texas, 75024, United States and has 11-50 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

C-Suite

Legal

Medical & Health

Key Employees of WPWealth

RS
Rebecca Sierp
Director, Operations & Chief Compliance Officer
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WPWealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from WPWealth

Hundreds of professionals searching for WPWealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JG
James Gonzales
Email Direct
Manager
United States , Texas , Plano

ZV
Zachary Van Kirk
Email Direct
Manager
United States , Texas , Plano

JS
Jackson Suss
Email Direct
Senior Associate Advisor
United States , Texas , Plano

WR
W.P. Richardson
Email Direct
Director of Insurance
United States , Texas , Plano

BM
Bryan McClune
Email Direct
Partner
United States , Texas , Plano

RS
Rebecca Sierp
Email Direct
Director, Operations & Chief Compliance Officer
United States , Texas , Plano

DS
Danyal Sharif
Email Direct
Financial Advisor
United States , Texas , Plano

MG
Macy Gonzales
Email Direct
Wealth Management Associate
United States , Texas , Plano

AC
Andrea Cervera
Email Direct
Operations Associate
United States , Texas , Plano

LS
Landon Shoemaker
Email Direct
Trader
United States , Texas , Plano

BB
Beverly Black
Email Direct
Operations Senior Associate
United States , Texas , Plano

TB
Tania Bailey
Email Direct
Operations Associate
United States , Texas , Plano

BM
Bree Miller
Email Direct
Senior Manager
United States , Texas , Plano

BR
Brandon Russ
Email Direct
Manager
United States , Texas , Plano

JA
J. Ayres
Email Direct
Manager
United States , Texas , Plano

PD
Patrick Dougherty
Email Direct
Principal
United States , Texas , Plano

Thomas Rein
Email Direct
Founder
United States , Texas , Plano

SM
Shane Miller
Email Direct
Partner
United States , Texas , Plano

JA
Jared Archer
Email Direct
Manager
United States , Texas , Plano

Former Employees at WPWealth

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

MM
Matthew Magee
Director, Financial Pl... at mForce Capital
Worked as Manager
at WPWealth (2021-2023)
Email Direct
ER
Eleanor Ray
Senior Vice President,... at Farther
Worked as Financial Advisor
at WPWealth (2007-2023)
Email Direct
AL
Alicia Langdon
Wealth Advisor at Rosenthal Retirement P...
Worked as Manager
at WPWealth (2021-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding WPWealth Employees

How many employees does WPWealth have?

WPWealth has 11-50 employees

Who are WPWealth key employees?

Some of WPWealth key employees are Rebecca Sierp

Where is WPWealth located?

WPWealth’s headquarters are located at 5908 Headquarters Dr Ste 300, Plano, Texas, 75024, United States

How do I contact WPWealth?

WPWealth Contact Info: Phone number: (469) 776-3610 Website: www.wpwealth.com

What does WPWealth do?

WPWealth is a wealth management firm that provides comprehensive financial services including financial planning, investments, insurance services, estate planning, and retirement plans. With over $1 billion in assets under management, they are recognized as a top firm in North Texas, emphasizing personalized financial guidance tailored to clients'... Read More

Is WPWealth a public company?

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

See more information about WPWealth Employees