Westbrooks Dugger & Westbrooks Financial

Description

Address: Suite 575, 2600 N Central Expy, Richardson, TX 75080 Hours: Closed ⋅ Opens 8AM Monday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (469) 621-1800Category: : Place name: : Website: : : : : Website: http://www.wdwfinancial.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westbrooks Dugger & Westbrooks Financial Posting publicly on the Web Write a review Reviews Be the first to review

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Westbrooks Dugger & Westbrooks Financial Employees

Employee
Years
Job
Industry
Stephen Falk, CFP Stephen Falk, CFP Dallas/Fort Worth Area Details
Stephen Falk, CFP's Westbrooks Dugger & Westbrooks Financial Experience January 2014 - Present
Job Partner at Westbrooks Dugger & Westbrooks Financial
Industry Financial Services
Experience
Westbrooks Dugger & Westbrooks Financial   January 2014 - Present
Westbrooks Dugger & Westbrooks Financial   July 2013 - December 2013
Westbrooks Dugger & Westbrooks Financial   May 2004 - June 2013
Westbrooks Dugger & Westbrooks Financial   March 2002 - April 2004

Skills
Investments, Microsoft Office, Microsoft Excel, Research, Leadership, Event Planning, Fundraising, Sales, Management, Analysis

Education
University of North Texas   1999 — 2004
BS, Accounting, Financial Planning

Rebbecca McMahan Rebbecca McMahan Dallas, Texas Details
Rebbecca McMahan's Westbrooks Dugger & Westbrooks Financial Experience July 2012 - Present
Job Intern at Westbrooks Dugger & Westbrooks Financial
Industry Restaurants
Experience
Westbrooks Dugger & Westbrooks Financial   July 2012 - Present
Chick-fil-A  January 2011 - June 2012
Chick-fil-A  2011 - 2012
Thomas:Vasquez Entertainment   June 2009 - December 2009

Skills
Vocalist, Music Education, Marketing Experience, Office Administration..., Customer Service..., Cashiering

Education
Dallas Theological Seminary   2011 — 2016
Masters of Theology, Theology/Theological Studies

Belmont University   2007 — 2009
Bachelor of Music, Commercial Voice

Mercer University   2005 — 2006
Music

Susan Wilhoit Susan Wilhoit Dallas/Fort Worth Area Details
Susan Wilhoit's Westbrooks Dugger & Westbrooks Financial Experience December 2010 - Present
Job Partner at Westbrooks Dugger & Westbrooks
Industry Financial Services
Experience
Westbrooks Dugger & Westbrooks Financial   December 2010 - Present
GuideStone Financial Resources  May 2005 - November 2010

Skills
Marketing, Financial Services, Strategic Planning, Leadership, Insurance, Retirement Planning, Marketing Strategy, Marketing Communications, Management, Team Building, Customer Service, Process Improvement, Business Analysis, Direct Marketing, Email Marketing, Event Planning, Fundraising, Microsoft Office, Nonprofits, Public Speaking, Social Media, Vendor Management, Budgets

Education
Baylor University   1981 — 1982
MBA

Baylor University - Hankamer School of Business   1978 — 1981
Bachelor of Business Administration (BBA), Public Administration

Michael Westbrooks Michael Westbrooks Dallas/Fort Worth Area Details
Michael Westbrooks's Westbrooks Dugger & Westbrooks Financial Experience April 1992 - Present
Job Partner at Westbrooks Dugger & Westbrooks Financial
Industry Financial Services
Experience
Westbrooks,Dugger&Westbrooks   March 1998 - Present
Westbrooks Dugger & Westbrooks Financial   April 1992 - Present

Skills
Investments, Financial Services, Insurance, Retirement Planning, Mutual Funds, Customer Service, Financial Strategy, Financial Analysis, Microsoft Office, Strategic Planning, Portfolio Management, Marketing, New Business Development, Management, Finance, Leadership, Banking, Budgets, Sales, Marketing Strategy, Start-ups, Small Business, Business Planning, Business Strategy, Business Development, Business Analysis, Entrepreneurship, Mergers & Acquisitions, Analysis, Management Consulting, Risk Management, Strategy, Real Estate, Accounting, Sales Management

Education
Loyola University New Orleans   1987 — 1991

Donna Heinley Donna Heinley Dallas, Texas Details
Donna Heinley's Westbrooks Dugger & Westbrooks Financial Experience April 2012 - Present
Job Client Service Associate at Westbrooks Dugger & Westbrooks Financial
Industry Financial Services
Experience
Westbrooks Dugger & Westbrooks Financial   April 2012 - Present
First Baptist Church Richardson  July 2002 - April 2012

Skills
Time Management, Investments

Education
Ouachita Baptist University   1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General

Christine Schultz Christine Schultz Dallas/Fort Worth Area Details
Christine Schultz's Westbrooks Dugger & Westbrooks Financial Experience October 2004 - December 2011
Job Senior Investor Relations Analyst at GM Financial
Industry Financial Services
Experience
GM Financial  January 2015 - Present
Trinity Industries, Inc.   July 2014 - December 2014
Trinity Industries  January 2012 - June 2014
Westbrooks Dugger & Westbrooks Financial   October 2004 - December 2011

Skills
Financial Analysis, Customer Service, Finance, Time Management, Leadership, Business Analysis, Microsoft Excel, Analysis, Capital Markets, Insurance, Financial Modeling

Education
Southern Methodist University - Cox School of Business   2008 — 2010
Master of Business Administration

University of North TexasMay 2006   2002 — 2006
Bachelor of Business Administration, Finance Concentration

David J. Dugger, CPA, CFP David J. Dugger, CPA, CFP Dallas/Fort Worth Area Details
David J. Dugger, CPA, CFP's Westbrooks Dugger & Westbrooks Financial Experience May 2000 - Present
Job Partner at Westbrooks Dugger & Westbrooks
Industry Financial Services
Experience
Westbrooks Dugger & Westbrooks Financial   May 2000 - Present
PricewaterhouseCoopers  August 1996 - May 2000

Education
The University of Texas at Austin   1991 — 1996
Bachelor of Business Administration and Master in Professional Accounting, Accounting