Whitney has made a career out of providing service to others with more than 13 years of experience, working exclusively in the wealth management industry. Prior to Dynamic, she served multiple RIAs, both locally in Arizona and nationwide practices, with a focus on holistic planning services, operations and best practice development.

As for strengths she brings to the Dynamic team, Whitney has found relating with others while being present to their personal situations to be profoundly rewarding; she considers it a privilege to be a contribution to others. Whitney is a detail-oriented professional who strives to maintain an efficient and proactive approach while fostering open communication.

After discovering a passion for estate planning, she earned a designation as a Certified Estate Planner (CEP®). When Whitney isn’t working, she enjoys spending time with her family and friends, dancing, writing, reading and various forms of personal development. She is working towards a certification in life coaching.