Whit is a Private Wealth Strategist on the Bison Wealth, QTR Family Wealth Team. As a Private Wealth Strategist, Whit provides expertise in planning and strategies focused on providing balance sheet & cash-flow planning integrated with our clients’ individual goals. Leveraging a detailed planning process allows clients the ability to plan in the most efficient manner for what matters most to them – whether it be charitable causes, family or leaving a legacy. Prior to joining the QTR team in 2022, Whit served as a Senior Advisor with Schwab Private Client Investment Advisory Inc.
Over the past two decades of his career, Whit has earned and holds the designations of CERTIFIED FINANCIAL PLANNER®, Certified Wealth Strategist® and Chartered Financial Consultant®. Whit earned his BBA from Mercer University’s Stetson-Hatcher School of Business.
Whit and his family live in Windermere FL and together enjoy outdoor activities and traveling. Whit is an avid golfer and enjoys playing tennis. Whit enjoys volunteering and supporting Foundation Academy, local food banks and charitable activities with the QTR Team.