Brian S. Whatley

I bring more than 20 years of experience across the U.S. and abroad, supported by the CIMA® and CFP® certifications. My academic background includes study at the Yale School of Management and a B.A. from New Orleans Baptist Theological Seminary. That combination shapes both how I reason through complex financial decisions and the ethical standards that guide my work. My role is to make complicated topics clear, practical, and connected to what matters most.

I’m originally from Louisiana and now live in Colorado with my wife, Dani, and our two sons, Ethan and Matthew. I’m a lifelong learner and usually read 30–40 books a year—some connected to my work, many not. When I’m not working, I’m in the kitchen with my family or outside with the boys, often somewhere on a trail in the Rockies.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

CA Insurance Lic. # 4215231. Resident State: CO.