San Antonio, TX

9706 Plymouth Rd. – Suite 200
San Antonio, TX 78216
Office: 210-249-5340
Fax: 210-340-4654

David Shields

President

dshields@wplanners.com

More Info

James Dunn

Estate Planner

jdunn@wplanners.com

More Info

Ernie Evans

Retirement Specialist

eevans@wplanners.com

More Info


Jacksonville, FL

10752 Deerwood Park Blvd., Ste. 100
Jacksonville, FL 32256
Office: 904 230-0350
Fax: 888-665-7328

Paul Stanley

MSFS, CFS®, BCAA, BCM, CIS

Managing Partner

paul.stanley@wplanners.com

More Info


Minneapolis/St. Paul, MN

601 Carlson PKWY #1051
Minnetonka, MN 55305
Office: 612-216-6266

Michael Gerberding 

Retirement Specialist

mgerberding@wplanners.com

More Info