Thomas White is a CFP® and PFS™ credentialed advisor with 26 years of experience. He has worked at White & Company Financial Planning, Inc. since 2000 and has been associated with White & Company, PC since 1994. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses client-specific investment policy statements and an asset-allocation strategy combining passive and active funds, with ongoing portfolio reviews and adjustments.

Misti Wiederspohn is a financial advisor at White & Company Financial Planning, Inc. with 19 years of industry experience. She holds a Series 65 designation and has been with White & Company and its affiliated entities since 2005. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach tailored to each client’s goals and risk tolerance, combining passive index/ETF exposures with selectively chosen actively managed funds.

James Parker is a Series 65-licensed financial advisor with White & Company Financial Planning, Inc., where he has worked since 2002. He has 23 years of industry experience and has been affiliated with White & Company, Pc since 1998. White & Company Financial Planning, Inc. offers fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm uses an asset-allocation approach combining passive index/ETF exposures and selectively chosen active funds, with accounts managed on a discretionary basis and plans provided as standalone reports.

Gregory Vander Top is a financial advisor at White & Company Financial Planning, Inc. with 18 years of industry experience. He holds the Series 65 designation and has been with the firm since 2008. His prior experience includes work at White & Company, Pc, where he has been active since 1997. White & Company Financial Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm employs an asset-allocation approach tailored to clients’ goals and risk tolerance, combining passive index and ETF exposures with selectively used actively managed funds.