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... Read more Austyn Whittenburg, CFP® Partner 801.839.7056 firstname.lastname@example.org 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... Read more Liz Lines 801.839.7055 Katie Nagahi 801.839.7054 Teri Whittenburg, CPA 801.839.7052 Rick Gallacher, CFP®, CPA/PFS* Financial Planning Director | Private Wealth Advisor 801.839.7057 email@example.com *non-practicing Read more Jonathan McKenzie MBA, CFP® Financial Planning Manager 801-839-7058 firstname.lastname@example.org 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... Read more Have a Question? Name Email Address Question Thank you! Oops!