Whitney is committed to providing a personalized and unique experience for each client. She has twenty years of experience in the financial services industry. Prior to joining Holistic, Whitney was the marketing director for a financial planning firm in Indianapolis for nine years. She specialized in event planning and helped to develop a series of educational workshops and events focusing on women’s wellness and financial literacy.
Whitney graduated from the University of Kentucky with a Bachelor of Arts in Foreign Language and International Economics.
Originally from Fort Thomas, Kentucky, she has been a resident of Fishers, Indiana since 2000, where she lives with her husband, Marty, and four daughters. In her spare time, she enjoys reading, sports, cooking, traveling and spending time with family and friends. She is also a member of Impact 100, a charitable women’s giving circle dedicated to awarding high impact grants to nonprofits in our community.