As the Owner and Financial Advisor at Whitener Financial, I provide comprehensive advice on investments, insurance, and financial planning. My goal is to guide my clients towards a worry-free financial future, where they can confidently navigate the complexities of the market and protect their wealth. With over 37 years of experience in the financial services industry, I have dedicated my career to helping individuals, families, and small businesses secure their financial future.
I hold the Series 6, 7, and 22 securities licenses (held with LPL), allowing me to offer a wide range of investment options to my clients. I also hold insurance licenses for life, health, and disability, enabling me to provide advice on comprehensive coverage and protection. I’m a Western Washington University Alum, graduating with a BA in Business.
The most fulfilling aspect of my job is helping others reach their financial goals. Whether it's saving for retirement, funding a child's education, or protecting their assets, I find great joy in guiding my clients towards financial success. I firmly believe that the greatest value I can offer my clients is confidence through financial freedom. By creating tailored investment plans, implementing risk management strategies, and offering comprehensive financial advice, I strive to alleviate my clients' worries and empower them to pursue their dreams.
Originally from Kent, Washington, I currently live in Everson, Washington with my family. Outside of work, I am actively involved in our local church, growing blueberries, hunting, fishing, and traveling around Washington with my wife.