Whitney & Associates

With our advice, we believe you will have greater peace of mind knowing you have planned for the many different outcomes that may occur and be able to look ahead with confidence. 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.

The financial planning process begins by us gaining an understanding of what is important to you. There are many pieces to the financial puzzle, and we want to assist you in putting those pieces together. Through a comprehensive financial planning approach and a boutique experience, we will educate and assist you in making prudent decisions for the future. Together, we will develop a plan customized to your specific needs and goals.

One of the most fulfilling aspects of our business is helping people make informed decisions about their financial future. Our goal is to provide personalized service tailored to exceed your expectations, while understanding your financial goals and objectives. At the end of the day, we want to know you better financially than anybody.


Advisors

Cheryl Carretta Whitney

Cheryl Carretta Whitney

CFP®, MS, BFA, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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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