Whitney Baniewicz is a financial advisor at RDG Capital Management LLC with a Series 65 designation and three years of industry experience. Prior to joining RDG Capital Management, Whitney worked for RDG + Partners, CPA for 14 years. RDG Capital Management LLC provides fee-only investment advisory services and standalone hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm uses broadly diversified, tax-aware, index-based portfolios with a core-and-satellite approach and retains fiduciary oversight while implementing day-to-day management through a sub-advisory relationship.

Kate Kenney is an advisor at RDG Capital Management LLC with a Series 65 designation. She has worked in the financial industry since 2012, including roles at ProNexus LLC and Anderson Kenney Associates LLC. Kenney has been with RDG Capital Management since 2023. RDG Capital Management LLC offers fee-only investment advisory services and hourly financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a tax-aware, index-based approach with core-and-satellite portfolios, managing accounts both discretionarily and non-discretionarily while maintaining fiduciary oversight.