Whitney is a key figure in providing the highly personalized service and professionalism you have come to expect from our firm. She has been with Ferdinandsen Financial Group for six years and her dedication to client service is a large part of the quality of care each client receives and deserves. One of her great strengths is the enjoyment she gets from working with clients to help them reach their financial goals.
Whitney has seven years experience in the financial services industry and is fully licensed for securities and insurance planning. She holds the Series 7 Securities license and has earned the Registered Paraplanner℠ and Chartered Retirement Plans Specialist℠ designations. She is a graduate of Louisiana State University.
Working closely with Butch Ferdinandsen, she is responsible for researching resources and products that will produce the best financial plan to meet each specific client’s needs. She is also in charge of account management, ensuring that your questions, requests and possible problems are handled promptly and efficiently. In addition, she oversees the organization of quarterly financial reports, the distribution of all firm information and important notices, and that all documents, applications and forms are properly and securely rendered in a timely manner.
We pride ourselves on our strong relationship with our clients and Whitney’s efforts are a large part of the success of those relationships.
Whitney is married and has a three-year old son.