Whitney’s interest in investing started early. After taking a personal finance class as a teenager, she asked her mom to drive her to the bank to open her first Roth IRA at age 14. She quickly became fascinated by a simple idea: money could either sit still, or it could work for you. That lesson sparked a lifelong passion for learning how thoughtful financial decisions can create opportunities, flexibility, and freedom.
Today, Whitney works closely with individuals and families to simplify complex financial decisions and help them align their wealth with what matters most to them. Whether discussing investments, retirement, taxes or legacy planning, her goal is to help clients understand not only what they should do, but why it matters.
Before becoming a Financial Advisor Associate, Whitney spent nearly two decades advising executives and business leaders on thoughtful communication, strategy, and decision-making. She brings that same skill to her work with clients today: translating complex information into clear, actionable guidance tailored to each person's unique situation. Her previous experience includes leadership roles at Baird and GE Healthcare.
Whitney earned a Bachelor of Science degree from the University of Minnesota and holds the FINRA Series 7 and 66 licenses. She is currently pursuing the Certified Private Wealth Advisor® (CPWA®) designation, which provides advanced training in the financial, tax, estate, and legacy planning issues commonly faced by high-net-worth individuals and families.
Outside of work, Whitney enjoys spending time with her husband, Mike, and their two daughters. Much of her perspective on financial planning comes from being a parent herself and understanding the importance of balancing today's priorities with tomorrow's goals.