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WHAT WE DO

WE HANDLE THE COMPLEXITY ASSOCIATED WITH MANAGING WEALTH TO BRING OUR CLIENTS PEACE OF MIND

As wealth managers, Whitnell provides a wide range of services our clients need to feel comfortable about the future, both for themselves and the ones they love. At a given time in our long-term relationships with clients, we may bring any or all of the following services to bear on their behalf:

Clients who benefit from these comprehensive services can realize greater peace of mind. They know that the details of some of the most important decisions of their lives have been analyzed by an objective, experienced third-party who understands their unique situation and can make recommendations accordingly.

Clients can choose to take advantage of these services through either our Wealth Management or Family Office Service teams.

GET TO KNOW OUR TEAM

Profile photo for William E Thonn - President & CEO
President & CEO
Profile photo for Wayne Janus - President, Financial Planning
President, Financial Planning
Profile photo for David Peckenpaugh - SVP & CIO
SVP & CIO
Profile photo for Mia Erickson - Senior Vice President
Senior Vice President
Profile photo for Brian Henderson - Senior Vice President
Senior Vice President
Profile photo for Robert Legan - SVP, Family Office Services
SVP, Family Office Services
Profile photo for Robert Peckenpaugh - Senior Vice President
Senior Vice President
Profile photo for Christy Pedersen - Vice President
Vice President
Profile photo for Michael Loizzi - Vice President
Vice President
Profile photo for Lisa Olson - Vice President
Vice President
Profile photo for Barbara Whiting - Senior Tax Manager
Senior Tax Manager
Profile photo for Craig Janus - Financial Advisor
Financial Advisor
Profile photo for Debbie Grudzien - Chief Compliance Officer
Chief Compliance Officer