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Jeffrey Whitmer

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

I enjoy helping hardworking Americans reach their financial and retirement goals through planning, educating and gaining an understanding of what means the most to them. Outside of work, I enjoy spending time with my wife, three children and our family dog.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselorâ„¢

Education

Bachelor of Science, Mathematics - Purdue University

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Fort Wayne

9921 Dupont Circle Drive West

Suite 225

Fort Wayne, IN 46825

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