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Shelby Whitmore - Email & Phone Number

Senior Accountant at Exencial Wealth Advisors

Shelby Whitmore is based out of Dallas-Fort Worth Metroplex and works at Exencial Wealth Advisors as Senior Accountant.

Shelby Whitmore's Contact Information

Shelby Whitmore's Work email
s*****@exenci***.com
Valid
Latest update
October 26, 2025
Location
Dallas-Fort Worth Metroplex

Shelby's current employer

Exencial Wealth Advisors logo

Exencial Wealth Advisors

Description
We deliver financial advice and execution to clients across the U.S. from customized portfolios to tax and accounting.
HQ Location
Oklahoma City, OK, United States
Number of employees
51-200
Industry
Financial Services
Latest update
April 30, 2024

Frequent questions about Shelby Whitmore

What company is Shelby Whitmore working for?
Shelby Whitmore works for Exencial Wealth Advisors.
What is Shelby Whitmore's function at Exencial Wealth Advisors?
Shelby Whitmore is Senior Accountant at Exencial Wealth Advisors.
Where is Shelby Whitmore based?
Shelby Whitmore is based out of Dallas-Fort Worth Metroplex.
What is Shelby Whitmore's work email address?
Shelby Whitmore's professional email address is s*****@exenci***.com
Who are Shelby Whitmore's co-workers?
Shelby Whitmore's colleagues are Suzanne Fitzgerald, Derek Northup, Shad Besikof, Anna Park, Craig Wezenski, Kyndal Jordan, Jeff Baty, Christian Patterson, Brady Scarborough`, Kristin Carlton, Tim Courtney, Chris Meeks, Michael McGlashen, Michelle Murphy, Amy Sewell, Cydney Higgins, Sean Kayes, Spencer Noble, Taylor Gill, Pete Trontis, Dustin Schuetz, Jared Snider, Jason Niebauer, Abraham Olalde, Alex Klingelhoeffer, Karen Boschert, David Poudrier, Kaye Tahiliani, Andrea Elliott, Austin Winsett, Tony Saltarski, Samuel Rice, Murphy Burns, Randy Farina.
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Shelby's co-workers

Suzanne Fitzgerald avatar
Suzanne Fitzgerald
President, Executive Counseling
Derek Northup avatar
Derek Northup
CFO and Tax Director
Shad Besikof avatar
Shad Besikof
Head of M&A and Corporate Development
Anna Park avatar
Anna Park
Lead Tax Senior
Craig Wezenski avatar
Craig Wezenski
Partner & Director of Business Development
Kyndal Jordan avatar
Kyndal Jordan
Tax Lead Senior
Jeff Baty avatar
Jeff Baty
Financial Advisor - Director of Wealth Management
Christian Patterson avatar
Christian Patterson
Wealth Advisor
Brady Scarborough` avatar
Brady Scarborough`
Relationship Manager
Kristin Carlton avatar
Kristin Carlton
Partner - Senior Wealth Advisor
Tim Courtney avatar
Tim Courtney
Chief Investment Officer
Chris Meeks avatar
Chris Meeks
Tax Manager
Michael McGlashen avatar
Michael McGlashen
Business Development Officer California Territory
Michelle Murphy avatar
Michelle Murphy
Relationship Manager
Amy Sewell avatar
Amy Sewell
Senior Tax Manager
Cydney Higgins avatar
Cydney Higgins
Marketing Manager
Sean Kayes avatar
Sean Kayes
Sr. Wealth Consultant
Spencer Noble avatar
Spencer Noble
Equity Trader, Client Service Associate
Taylor Gill avatar
Taylor Gill
Wealth Advisor
Pete Trontis avatar
Pete Trontis
Senior Portfolio Manager
Dustin Schuetz avatar
Dustin Schuetz
Tax Accountant
Jared Snider avatar
Jared Snider
Partner & Sr. Wealth Advisor
Jason Niebauer avatar
Jason Niebauer
Full Stack Web Developer
Abraham Olalde avatar
Abraham Olalde
Tax Manager
Alex Klingelhoeffer avatar
Alex Klingelhoeffer
Wealth Advisor
Karen Boschert avatar
Karen Boschert
Senior Wealth Advisor
David Poudrier avatar
David Poudrier
Sr. Wealth Advisor
Kaye Tahiliani avatar
Kaye Tahiliani
Senior Wealth Advisor
Andrea Elliott avatar
Andrea Elliott
Executive Assistant
Austin Winsett avatar
Austin Winsett
Sr. Wealth Advisor
Tony Saltarski avatar
Tony Saltarski
Sr. Wealth Advisor
Samuel Rice avatar
Samuel Rice
Financial Advisor
Murphy Burns avatar
Murphy Burns
Business Development
Randy Farina avatar
Randy Farina
Senior Portfolio Manager
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