Whitney assists her clients and their families in obtaining the knowledge necessary to navigate the ever-changing complexities of their accumulated wealth. She uses a holistic and consultative approach to help her clients understand what elements may be missing in their financial plan and the potential side effects. She begins each relationship by engaging clients in a conversation about their current financial situation, priorities, and vision for the future. After a personalized and comprehensive solution is created and implemented, Whitney continuously monitors it and provides periodic reviews, helping clients feel safe and secure about their future.
Whitney earned her Bachelor of Science degree from the Massachusetts Institute of Technology and her Master of Science degree from New York University.
A native of Peoria, Illinois, she knows the importance of volunteerism and giving back to the community. Her free time is spent honing her karate skills of 22 years, golf, and biking.