Jeffrey

Whitmer

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

I enjoy helping hardworking Americans reach their financial and retirement goals through planning, educating and gaining an understanding of what means the most to them. Outside of work, I enjoy spending time with my wife, three children and our family dog.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Education

Bachelor of Science, Mathematics - Purdue University

Visit one of our Locations

Fort Wayne

2890 E. Dupont Road

Fort Wayne, IN 46825

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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