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Investment Management

Financial Clarity In A World Full Of Choices

Our Solution

Whitnell’s investment management service aligns our clients’ goals for preserving and building their wealth with a structured investment process managed by objective professionals. We bring a specific discipline to bear in how we build our clients’ investment plans and manage their money. We have the controls in place to execute the investment plan. We know we are not immune to irrational impulses and have learned to control those impulses.

Our investment management service is designed to greatly increase the likelihood that our clients will achieve their investment goals so they can be confident in their strategic plan.



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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