Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
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Gayle has worked in the practice since 2001 and holds more than 20 years of experience in the financial services industry. As Practice Manager and Chief Financial Manager, Gayle is responsible for a variety of financial and operational aspects of the firm.
More than 20 years of industry experience.
Over 12 years of experience as a Controller in the real estate industry.
BA in Business Administration from the University of Mary Washington.
Jeanne joined the practice in 2005 and holds over 20 years of industry experience with several broker/dealers. Jeanne works closely with the private client group and assists with requests and questions. She ensures that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with client decisions.
Joined the practice in 2005.
Over 20 years of industry experience.
Jeanne is a notary public.
Taylor joined Whitlock Wealth in 2008 and holds more than twenty years of experience in the financial services industry as an investment manager and advisor. Taylor is a licensed financial services professional.
Series 7 and Series 66 accreditation.
BS in Finance, Insurance, and Business Law from Virginia Polytechnic Institute and State University.
Olivia joined Whitlock Wealth in Fall 2020 and has over 20 years of experience in the banking and client service industry. As Business Development Manager, Olivia is the driving force behind all promotional and creative initiatives and assists with practice operations and client service.
Joined Whitlock Wealth in 2020.
Fluent in French.
Stephanie joined the Whitlock Wealth team in 2021 and as Client Service and Operations Specialist, is often the first point of contact both in person and over the phone. Additionally, she manages several operational responsibilities within the practice.
BA in Sociology with Social Work Concentration Roanoke College.
Experience in Early Childhood Education and Tutoring.
Extensive community and volunteer experience.
Evelyn is a rising senior at Virginia Tech studying Financial Planning and Wealth Management. She is originally from Vietnam and moved to the U.S when she was seven. She enjoys going on long hikes, swimming, going to the gym and exploring new places.
Jake is a rising senior at Virginia Commonwealth University (VCU). Jake has many hobbies - snowboarding, kayaking, hiking, swimming, basketball and football to name a few. Jake is interested in a career in the financial services field.
To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.
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