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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
Randi Walker
Client Service Manager
Sara Ferrell
Client Service Associate
Gabbriella Ampel
Executive Assistant
Courtney Andring
Client Service Manager
Kelly Turner
Client Service Associate
Robin Ankeny
Client Service Associate
Lindsay Heyman, CFP®
Concurrent Operations Manager