Whitney & Associates

Our team understands that planning for your financial future can be overwhelming. Helping you coordinate and simplify your financial life is at the heart of what we do. With our advice, we believe you can feel more peace of mind knowing that there is a plan in place.

The financial planning process begins by understanding what is important to you. Through a comprehensive financial planning approach and a boutique experience, we will educate and assist you to make prudent decisions for the future. Together, we will develop a plan customized to your specific needs and goals.

At the end of the day, we want to know you better financially than anybody. Our goal is to provide personalized service tailored to exceed your expectations, while understanding your financial goals and objectives.


Advisors

Cheryl Carretta Whitney

Cheryl Carretta Whitney

Financial Advisor

Visit Cheryl Carretta Whitney's website

Team

Michael W. Nye

Michael W. Nye

Paraplanner

Qualifications

  • B.S. in Management, Penn State University

Roles & Responsibilities

  • Maintains compliance standards
  • Coordinates client financial advice
  • Performs investment research
  • Executes trades and provides client service
  • Provides technology support
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Terri L. Dominick

Terri L. Dominick

Marketing Specialist

Qualifications

  • B.A. in Communication, Minor in Journalism, Slippery Rock University of Pennsylvania

Roles & Responsibilities

  • Coordinates all marketing activities
  • Plans and organizes client events
  • Implements community outreach initiatives
  • Updates all in-house marketing materials
  • Manages web and social media sites
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Kelly Karas

Kelly Karas

Client Service Associate

Qualifications

  • Associates Degree in Liberal Arts, Westmoreland County Community College

Roles & Responsibilities

  • Greet clients upon their arrival to the office
  • Review and prepare client information as needed for visits
  • Answer phone calls and schedule appointments
  • Maintain client management system, client files and records
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