Brian Whitaker

Brian Whitaker

Client Advisor

In Brian, you’ll find someone who truly understands the needs of ultra-high-net-worth families. For more than 25 years, he has been helping his clients make the most of their unique opportunities and challenges, be it a private investment, a business exit strategy, establishing a trust or reworking an estate plan. It also helps that along with many of his clients, Brian himself is part of the “sandwich” generation, launching young adults while taking care of aging parents and planning for retirement.

Expect to be impressed by the depth and breadth of the relationship that Brian develops with you – the many connections he activates to bring family members together and to solve problems. Especially during major life transitions, Brian is there every step of the way with the experience and expertise you need to make the best possible decisions.

Brian’s favorite part of the day? Driving over the Magnolia bridge to work, where he makes sure all the gears of your financial life are aligned and moving you forward to the life you want. In fact, he believes every client relationship is a bridge, leading to great new places you could not get to otherwise.

Designations and Education

  • CERTIFIED FINANCIAL PLANNER™ certification
  • B.A. in Economics
    North Park University

Community and Industry Affiliations

    5th Avenue Theatre, Corporate Council