Whit holds a BBA degree in finance and economics and has been a member of the team since 1997. In addition to his active involvement in the portfolio planning and management areas, he's our Chief Equity Manager that includes the screening and analysis of all investment research on securities while monitoring the performance of client portfolios.
Whit holds securities licenses as well as certification in life insurance and annuities. Another area of his expertise is assisting family law attorneys and their clients in identifying more "equitable" divisions of assets pertaining to divorce settlements.
Whit and his wife, Kelli, are parents of two girls and are leaders in their church and other community groups. Whit enjoys motivational speaking and was an active member of the Oklahoma Army National Guard from 1995 thru 2005. He's been a Big Brother in the local chapter of Big Brothers/Big Sisters and has mentored in the Oklahoma Public Schools for over 7 years. He was 1 of 35 individuals chosen for the 2015-2016 Leadership Edmond Program. Whit was also inducted into the International Martial Artist Association Hall of Fame as the 2015 Parent Honoree. Whit currently serves on the Advisory Council Finance Committee for the Catholic Archdiocese of Oklahoma City.
Raymond James is not affiliated with the above organizations and/or charitable causes.