What Does Whitley Penn Do?

Total employees866
HeadquartersFort Worth
Founded1983

Whitley Penn is a U.S.-based public accounting and consulting firm providing a comprehensive range of services including audit, tax, transaction advisory, and consulting. Founded in 1983, the firm is known for its client-centric approach and serves a diverse clientele across various industries, from individuals and privately held businesses to publicly traded companies. Whitley Penn emphasizes industry specialization and technical expertise to deliver tailored solutions, helping businesses navigate complex financial and operational challenges. The firm has grown to become one of the largest accounting firms in the Southwest.

Where Is Whitley Penn's Headquarters?

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*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the main administrative and operational center, housing key leadership, core client service teams, and essential support functions. It drives firm-wide strategy and service coordination across all office locations.

Notable Features:

Modern office space in a Class A building located within the West 7th Street urban village, offering employees and clients access to numerous dining, retail, and entertainment options. The office is designed for collaboration with open spaces and technology-enabled meeting rooms.

Work Culture:

Whitley Penn's HQ fosters a culture of 'One Firm,' emphasizing collaboration across departments and offices. It promotes professional growth through mentorship and training, alongside a strong client-service ethic and community involvement. The environment is professional yet supportive, encouraging work-life balance.

HQ Significance:

As the founding city and a major operational hub, the Fort Worth headquarters is central to Whitley Penn's identity and strategic direction. It anchors the firm's significant presence in Texas and the Southwest, serving as a base for key leadership and specialized service lines.

Values Reflected in HQ: The choice of a modern, accessible, and collaborative workspace in a dynamic urban area reflects Whitley Penn's values of client-centricity, innovation, employee well-being, professional excellence, and community engagement.

Location:

While Whitley Penn's direct offices are primarily located within the United States, the firm effectively serves clients with international operations and cross-border needs through its active membership in Nexia International. Nexia is a prominent global network of independent accounting and consulting firms. This affiliation provides Whitley Penn's clients with seamless access to local expertise, resources, and services in numerous countries across the globe, enabling comprehensive support for international tax, audit, transaction advisory, and consulting matters.

Street Address:

2821 West 7th Street, Suite 500

City:

Fort Worth

State/Province:

Texas

Country:

USA

Where Else Does Whitley Penn Operate Around the World?

Dallas, Texas, USA

Address: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254

To cater to the expansive and dynamic Dallas business community, supporting local enterprises and multinational corporations with specialized financial expertise.

Houston, Texas, USA

Address: 3737 Buffalo Speedway, Suite 1500, Houston, TX 77098

To serve the unique needs of businesses in the Gulf Coast region, particularly those in the energy sector, and to support Houston's role as a major international business center.

Austin, Texas, USA

Address: 9442 N Capital of Texas Hwy, Plaza II, Suite 450, Austin, TX 78759

To engage with the vibrant and innovative Austin market, offering financial and consulting expertise to support its dynamic economic growth and entrepreneurial ecosystem.

Century City, California, USA

Address: 1901 Avenue of the Stars, Suite 375, Los Angeles, CA 90067

To expand Whitley Penn's presence on the West Coast and cater to the diverse and significant business landscape of Los Angeles and surrounding areas.

Plano, Texas, USA

Address: 5080 Spectrum Drive, Suite 800E, Plano, TX 75093

To provide localized support to businesses and individuals in Collin County and the surrounding North Texas region, a hub for corporate headquarters and innovation.

Buying Intent Signals for Whitley Penn

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Whitley Penn? Meet the Executive Team

As of April 2025, Whitley Penn' leadership includes:

Larry G. Autrey - Chairman
Jon P. T. Powell - Managing Partner
Felix J. Lozano, III - Chief Growth Officer
Steven G. Chester - Chief Operating Officer
Daniel G. Boardman - Chief Financial Officer
Natasha L. Martin - Chief People Officer

Who's Investing in Whitley Penn?

Whitley Penn has been backed by several prominent investors over the years, including:

Whitley Penn is a Limited Liability Partnership (LLP) and is privately owned by its partners.

What Leadership Changes Has Whitley Penn Seen Recently?

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Exits0

In the past 12 months, Whitley Penn has strengthened its C-suite by appointing a new Chief Financial Officer and a new Chief People Officer, both through internal promotions, underscoring its commitment to talent development and strategic leadership.

New Appointments:

Daniel G. Boardman, Daniel G. Boardman appointed as Chief Financial Officer.
Natasha L. Martin, Natasha L. Martin appointed as Chief People Officer.

What Technology (Tech Stack) Is Used byWhitley Penn?

Discover the tools Whitley Penn uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Whitley Penn Email Formats and Examples

Whitley Penn primarily utilizes an email format consisting of the employee's first initial followed by their last name, then '@whitleypenn.com'. While this is the most common structure, minor variations might exist for individuals with common names or based on middle initials.

[first_initial][last_name]@whitleypenn.com

Format

jdoe@whitleypenn.com

Example

90%

Success rate

What's the Latest News About Whitley Penn?

Whitley Penn Website • January 18, 2024

Whitley Penn Announces New Chief Financial Officer and Chief People Officer

Whitley Penn LLP announced the appointment of Daniel G. Boardman, CPA, as Chief Financial Officer (CFO) and Natasha L. Martin, SHRM-SCP, SPHR, as Chief People Officer (CPO), further strengthening its executive leadership team....more

Whitley Penn Website • January 4, 2024

Whitley Penn Announces New Partners and Managing Directors

Whitley Penn announced the promotion of nine professionals to Partner and three to Managing Director across its Austin, Dallas, Fort Worth, Houston, and Plano offices, effective January 1, 2024, highlighting the firm's growth and commitment to its talent....more

Whitley Penn Website • October 2, 2023

Whitley Penn and Werlein & Harris, P.C. Announce Merger

Whitley Penn LLP announced its merger with Werlein & Harris, P.C., a respected Houston-based accounting firm. This strategic combination enhances Whitley Penn's presence and service capabilities in the dynamic Houston market....more

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