Whitney brings nearly a decade of experience in client service and operations across the financial services industry.
She earned her bachelor’s degree in Financial Services from San Diego State University, proudly becoming an Aztec for life. Whitney began her career at a fast-growing RIA before taking time to solo travel through South America. When the pandemic hit, she transitioned into the mortgage industry and later joined a technology-focused venture capital firm that supported founders and investors.
These experiences deepened her appreciation for relationship-building rooted in communication and compassion. Whitney is passionate about creating efficient processes, delivering exceptional client experiences, and helping teams and clients achieve their goals.
Outside of work, she enjoys surfing, SCUBA diving, hiking, and beach volleyball. Whitney also volunteers as an in-field green sea turtle rescue responder with The Marine Institute Maui Ocean Center.