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Financial Planning

A Solid Foundation For Your Family’s Finances

Our Solution

Whitnell’s Financial Planning service is a thoughtful and thorough approach to creating unity between our clients’ personal and financial lives. We come to understand the relationships that matter most to our clients and how they want their wealth to support the ones they love. We become our clients’ personal CFO, helping them align their financial situation with their life.

By working with Whitnell on this service, our clients realize a much greater sense of peace of mind, knowing that they have a strategic plan in place to help them achieve their goals.



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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