Thanh Whatley

Client Service Associate

Thanh began her career in the marketing industry working with Pepsi, Starbucks, and Wrigley. Then she took an opportunity working for UT Southwestern Medical Center as a program manager, helping address the health needs in medically underserved areas. She graduated from Southern Methodist University with a Bachelors in Business Administration. She has a passion for numbers, data, and streamlining processes and looks forward to assisting clients with their financial needs. Thanh currently resides in Dallas with her husband and two daughters. In her free time, she enjoys traveling and chauffeuring her children all over town to their activities.