Thanh Whatley

Thanh Whatley

Financial Planning Consultant

Thanh is a Financial Planning Consultant with a Bachelor's degree in Business from SMU. She holds her Series 7 license and utilizes excellent communication and client relationship skills to collaborate and deliver strategic solutions tailored to meet client needs. She lives in Dallas with her husband and two daughters, and in her free time, she enjoys traveling and supporting her children's activities. Thanh is committed to helping clients achieve their financial goals while simplifying their lives.