Our Team

We employ a multi-faceted team comprised of local, regional and national professionals in all aspects of the financial services industry. Moreover, we are a family-owned and operated business, which allows us to bring a vested perspective to all those we serve. We value family first, but we also understand the specific challenges of entrepreneurship in a global world. Each client who engages us has their own story and their own goals for the future. We partner with our clients to listen, simplify and move their families forward.

Please take a moment to get to know our team:

Daniel L. Whittenburg, MBA, CFP®, AIF®, CBEC®

Founder

801.839.7053

Dan@whittenburgwealth.com

Daniel Whittenburg is the Founder and a Wealth Planner at Whittenburg Wealth Partners, a family-owned and operated financial and wealth management firm located in Salt Lake City, Utah. Dan, his son Austyn, and wife Teri operate the...

Austyn Whittenburg, CFP®

Partner

801.839.7056

austyn@whittenburgwealth.com

Austyn Whittenburg is a Wealth Planner& Partner with Whittenburg Wealth Partners, a family-owned and operated financial and wealth management firm located in Salt Lake City, Utah. Austyn, his Father Daniel, and Mother Teri operate...

Rick Gallacher, CFP®, CPA/PFS*

Financial Planning Director | Private Wealth Advisor

801.839.7057

rick@whittenburgwealth.com

*non-practicing

Jonathan McKenzie MBA, CFP®

Financial Planning Manager

801-839-7058

jon@whittenburgwealth.com

Jon McKenzie serves as the financial planning manager for Whittenburg Wealth Partners, a wealth preservation firm located in Salt Lake City, Utah. Jon has over 20 years of financial service experience with 14 years directly related to...

Liz Lines

Advisory Assistant

801.839.7055

Liz Lines bridges the line of communication between clients, advisors, and our back office to get projects done. With over 9 years of financial office experience, Liz has exceptional skills in team building, professional development,...

Katie Nagahi

Practice Manager

801.839.7054

Katie Nagahi is a Client Service Manager for Whittenburg Wealth Partners Katie has over 20 years of industry experience and excels in client service and communications. She has a passion for all things food and wine and enjoys travel...

Teri Whittenburg, CPA

801.839.7052

Teri Whittenburg is the Business Operations Manager at Whittenburg Wealth Partners. She has been with the firm for over a decade and has been instrumental in improving the company’s financial management and in forecasting for the...

Cyd Butler

Registered Client Service Associate

Cyd Butler has 31 years in the financial industry and is registered Series 7/66. With experience in high level client service and project management, Cyd facilitates the resolution of our client service requests quickly and efficiently...

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