What can Whitney do for you!
- Financial Planning
- College planning
- Retirement planning
- Charitable giving planning
- Life insurance
- Long term care insurance
- Disability Insurance
Know more about Whitney
- I work with a team of experienced financial advisors with over 75+ years of experience in complex financial planning. We work with people of all stages of life to help them get comfortable with their financial situations.
- We meet you at The Thrivent office on Duval Rd, coffee shops, or virtually via Zoom meetings.
- Thrivent is a faith based company that helps our clients to be wise with money and live generously. Thrivent funds thousands of service projects and charitable organizations for causes that our clients are passionate about.
- I studied at West Texas A&M University in Canyon TX, receiving a BBA in Accounting and Finance. When I’m not working I am doing yoga, attending church events, taking my puppy to dog parks or checking out local live music.
- If you or a loved one would like help tackling getting your finances in order, please reach out to me and we can set up a introductory meeting.