About
Whitney
Whitney works closely with her team of advisors to ensure clients have the knowledge, tools, and support they need to achieve their financial goals.
Outside of work, Whitney loves trying out a new breakfast recipe and spending time with loved ones, including her rescue husky mix, Max.
Education and Professional Milestones
-Boston University - bachelor’s degree in political science
-Was a client services associate at The Meakem Group
-Worked in client-facing roles at Marriott International and Kastle Systems before transitioning to financial services
Whitney works closely with her team of advisors to ensure clients have the knowledge, tools, and support they need to achieve their financial goals.
Outside of work, Whitney loves trying out a new breakfast recipe and spending time with loved ones, including her rescue husky mix, Max.
Education and Professional Milestones
-Boston University - bachelor’s degree in political science
-Was a client services associate at The Meakem Group
-Worked in client-facing roles at Marriott International and Kastle Systems before transitioning to financial services