Whitney serves as Senior Advisor, Research & Planning Specialist at Chicago Wealth Management, Inc. She focuses on the maintenance and construction of client investment portfolios as well as providing comprehensive financial planning advice. Whitney counsels clients on the financial and investment decisions that impact their lives and works with clients to create flexible strategies to accomplish long-term financial goals. She also provides quantitative and qualitative research for the firm’s investment activities.
Whitney earned her B.A. magna cum laude from Tufts University with a concentration in Economics. She is a CERTIFIED FINANCIAL PLANNERTM professional. Prior to joining Chicago Wealth Management in 2010, Whitney worked in campus ministry at Wellesley College in Massachusetts. Whitney lives in Chicago, IL with her husband Ben, where she is involved in a variety of activities, including Elmhurst Christian Reformed Church and Young Ambassadors for Opportunity.