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