Senior Wealth Planner

• May 2019 - Present

Whitwell & Co. is a boutique investment management and financial planning firm. We serve Difference Makers at the intersection of health, wealth and purpose. We help you keep more of your money using proactive tax planning, we help you protect it and grow it and since time is our most precious commodity, we actively find ways to create more free-time for you to play, pursue personal interests and live a life you love. Successor business to National Wealth Partners, LLC. Whitwell & Co., LLC offers investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521. Whitwell & Co., LLC home office is located in Austin, Texas. Additional information about Belpointe Asset Management is available on the SEC’s website at www.adviserinfo.sec.gov. It is important to read our disclosures available at this link https://belpointeasset.com/disclosure/. Please contact your investment advisor representative if there are any changes in your financial situation or investment objectives. Past performance is no guarantee of future returns. Show less

Member

• Jan 2021 - Present

SR Wealth Planning Strategist

• 2005 - May 2018

Financial Planner

• Mar 2000 - Nov 2005