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
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
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
*non-practicing
Jonathan McKenzie MBA, CFP®
Financial Planning Manager
Mark Jensen
Mark Jensen joins Whittenburg Wealth Partners with over 25 years of experience as an investment manager. Mark grew up outside of Seattle and graduated from the University of Washington with a Bachelor of Science...
Katie Nagahi
Practice Manager
Teri Whittenburg, CPA
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...