Whitney Smith, CFP®
Financial Advisor
Whitney Smith is a Certified Financial Planner with a passion for helping clients achieve their financial goals. With 10 years of experience in the industry, she combines experience with a personalized planning approach to assist clients and their families in navigating their financial journeys.
Outside of her professional life, Whitney is a loving spouse and proud mom of two! She cherishes her moments with her family, whether it’s enjoying a night in, exploring new travel destinations, or indulging in her favorite pastime – baking delicious treats to bring everyone together! A strong community advocate, Whitney actively volunteers at her local church, where she lends her time and talents to support outreach initiatives.
Whether cheering for her favorite teams, or spending quality time with friends and family, she believes in the importance of balance, joy, and connection in life. Whitney is committed to fostering a bright financial future for clients through her passion for planning, and through cultivating meaningful relationships.
