Three people walk along a beach as the sun sets

Who We Serve

Business Owners, Executives, Affluent Families

Whitnell serves affluent families, many of whom, like us, have deep roots in Midwestern soil and values. Many of these families view their wealth not merely as assets, income or investments, but as the means by which they protect and comfort the ones they love.

Our clients have usually acquired their wealth in one of three ways.

  • Business Owners – who own, or once owned, a successful business, often a family business, which is both a source of pride and income for their families. 
  • Executives – who have had a strong income for many years, who may have substantial equity in the company they serve and who have retired or deem retirement planning as critical to their future.
  • Wealthy Families – who have tens of millions, or even hundreds of millions, of dollars in investable assets and a very complex set of holdings that can include a primary business, real estate, collectibles and other high-value assets.

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