Jeffrey
Whitmer
CFS®, CRPC™
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
9921 Dupont Circle Drive West
Suite 225
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.
