Whitney is a 17+ year seasoned professional in the financial services industry, and is thrilled to step into the role of Director of Sales, Senior Wealth Advisor, and Sales Lead at Compound Planning. Most recently, Whitney had the privilege of leading a dynamic team of Premiere and Private Client Group advisors at Empower, formerly known as Personal Capital, where she dedicated a decade of transformative growth. The journey with Personal Capital, beginning in 2013, was marked by remarkable milestones. She still remembers Personal Capital’s humble beginnings vividly - the office setup consisted of borrowing a colleague's hot spot for interne...

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