Whitney joined the team in 2015. She grew up in nearby Trophy Club and did not venture far when choosing to go to Texas Christian University where she obtained her degrees in Finance and E-Business. Knowing she had a passion for creating and culturing relationships, she spent many years in consulting fine-tuning her client service skills before joining Clintsman Financial Planning in 2015.
Through her interactions with clients just starting on their journeys with a Financial Advisor, she makes sure they are knowledgeable and comfortable with every step of the transition. “In my role as Client Service Administrator, setting up, transferring, or merging investment accounts, I get to see the satisfaction client’s feel after our team efficiently restructures all their financial accounts.”
When she is not working, she enjoys spending time with her husband and chasing around their young daughter, Emma.