Whitney is excited to join the team as an Operations Associate. With a background in event planning and administrative duties, as well as experience in the financial services field, Whitney brings a unique eye to the client experience and process development for our growing team here at Glassman Wealth.
Whitney decided to make a career change to financial services from event planning and marketing because of her desire to help people achieve their goals using practical measures. Everyone wants to retire and live their dream life, but they don’t focus on the how. Whitney is obsessed with the how. How do we get you from Point A to Point B? How do we make sure you have what you need to meet your financial and life goals? Through the pandemic she studied and worked hard to gain knowledge and expertise in her new career and is continually thinking about ways to optimize every process we use to make things better for you—our clients!
With a degree in Social Work from Utah State University, Whitney feels like her skills and knowledge transfer quite well into the field of financial services. It’s all about building trust and being able to empathize and normalize situations for clients. Her goal is to make each interaction a client has with her a positive experience.
Originally from Utah, Whitney relocated to the DMV area in January of 2020 with her husband and son. They have enjoyed the East Coast life, especially travelling to historic sites and places they’ve never been before. If you have any suggestions on places to go, please send them her way!
Fun Fact: Although Whitney was born and raised in Utah, it turns out she has Virginian roots after all! Through genealogy work she discovered she has ancestors who settled and lived in Virginia dating back to the early 1700s.