Efficient and hardworking, Whitney plays a key role in ensuring the office runs smoothly. She holds Series 7 and 66 licenses, and manages a wide range of operational duties including opening accounts, preparing reports and handling service requests. Whitney enjoys getting to know each of our clients, and provides timely, attentive and friendly service to support their needs.
Before joining our team, Whitney was a senior registered client associate at Wells Fargo Advisors and a sales assistant at First Citizens Securities. She earned a bachelor’s degree in industrial and organizational psychology from Anderson University.
Whitney is an active member of her local church. She is a Westminster native and lives there with her husband, Chris, and their daughter, Charley.