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Meet The Team
Experience, Expertise, Excellence
THE SUCCESS OF WPA AS A PRIVATE WEALTH MANAGEMENT FIRM IS MEASURED FIRST AND FOREMOST BY OUR PEOPLE.
We are proud to work together in an energetic environment driven by collaboration – and not by competition. We share the common goal of serving our clients to the best of our abilities, bringing the full strength of our firm to address their needs. From our offices in Dallas and Houston, we connect with advisors across the region and together we serve clients across the country.
Management Team
David McBee, AIF®
Managing Partner
Brittany Smith, AIF®
Managing Partner
John Saalfield
Managing Partner
WPA Team
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Mike Mikeska, CFP®
Founding Partner
Rick Lima
Founding Partner
Michael Peschel
Founding Partner
Brandon Glasscock
Managing Partner
(Houston)
Mandy Haskell, CFP®, CDFA®
Managing Partner
(Houston)
John Garcia
Partner
Rodd Newhouse, JD, AWMA®, SE-AWMA®
Partner
Garry Scheufler
Partner
David Silva
Partner
Mark Wood
Director, Strategic Growth
Lora Hoff, CFP®, CPWA®
Wealth Advisor
Joshua Hoff
Portfolio Manager
(Hoff Team)
Lindsay Lambert, C(k)P®, CPFA®, CRPS®
Corporate Retirement Director
(Houston)
Carl Lambert
Wealth Advisor
(Houston)
Michael Voltin, CFP®, CPWA®
Wealth Advisor
(Austin)
Jon Williams, APMA®, AAMS®
Wealth Advisor
(Tutelas Financial Team)
Thor Hoppess, APMA®
Wealth Advisor
(Tutelas Financial Team)
Jerome Caulk
Wealth Advisor
(Tutelas Financial Team)
Xavier Hawley
Wealth Advisor
(Houston)
Courtney Andring
Manager, Client Services
Tia Woolfolk
Associate, Client Services
Robin Ankeny
Associate, Client Services
Gabbriella Ampel
Associate, Client Services
Kristin Weale
Associate, Client Services
Mackenzie Jenkins
Associate, Client Services
Fran Levy
Associate, Client Services
(Houston)
Hilsman James
Associate, Client Services
Jane Blount
Associate, Client Services
Lauren Cox
Associate, Client Services
Courtney Tate
Associate, Operations