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Our Firm
Our Team
Our Team
Management
DAVID W. WHITE*, CLU, CHFC
Chairman of the Board
CHRISTOPHER D. WHITE*, CFPⓇ
President
Certified Financial Planner
Doug Walsh*
Controller
2nd Vice President
Matt Dolan*
Senior Wealth Advisor
Vice President of Sales
Brad Tarter*, RICP®
Financial Advisor
Chris Riel*, CFPⓇ
Certified Financial Planner
Sheri Graybehl
Marketing Director/Recruiter
Advisors
Terry Adami*
Senior Representative
Brian Anderson*
Financial Professional
Howard Barto, CLU*
Senior Advisor
Chartered Life Underwriter
C.L.U
Juliet Barwick Cardona**
Financial Advisor
Wealth Manager
Matthew Casatico*
Financial Advisor
Kirk Dobson*, CFPⓇ, CHFC,CHSNC
Certified Financial Planner
Matthew Halick*
Financial Professional
Andrew Hax*
Financial Planner
Daniel Huston
Financial Professional
Matt Kay*, CFPⓇ
Certified Financial Planner
Matthew Kirby*
Financial Professional
Gary Leger*, CFPⓇ, CLU, CHFC
Certified Financial Planner
David Lien*
Financial Advisor
David Lucas*
Financial Advisor
David Novak*
Senior Financial Professional
Oliver Orzal*
Financial Advisor
Scott Pence*
Financial Advisor
Daniel Posner
Financial Professional
Don Thomas*, CFP
®
Certified Financial Planner
David Zook*
Financial Professional
Staff
Kelly Alexander
Assistant to Kirk Dobson and Chris Riel
Marienella Blake
Assistant to Terry Adami, David Zook and Sheri Graybehl
Sabrina Cowan
Assistant to Matt Kay
Susan Cvetovac
Senior Underwriter
Lizzie Galon
Assistant to Matt Dolan, Brad Tarter, Scott Pence, Sheri Graybehl
Shana Jackson
Underwriting & Business Manager, Securities Processor & Assistant to Matt Dolan & Brad Tarter
Jennifer Jones
*
Operations Manager, Executive Assistant to Christopher White
Carri Mays
Executive Assistant/Receptionist
Gail Palmer
Part Time Assistant to Howard Barto & Dave Lucas
Gloria Renevitz
Part Time Assistant to Howard Barto & Dave Lucas
Staci Sytkowski*
Assistant to Howard Barto & David Lucas
Camille Thompson
Executive Assistant to David White
Kirk Woolsey
Brokerage Director
© 2022 David White & Associates. All rights reserved.
