Specialties
About Me
Whitehouse Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives.
We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence. No matter how complicated your investment goals are, we have a simple philosophy – we will either try to save you money or try to make you money or both. Through our resources, contacts, and extensive knowledge and experience, we can usually save you money by offering you the lowest rates on insurance products and try to make you money by offering you the highest returns on your investments. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to realizing their dreams.
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Interests & Hobbies
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Credentials
CLU, ChFC, RTRP
Chartered Designations
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Disclosures
Member FINRA & SIPC. Securities offered through Lombard Securities Incorporated. Clearing Firm: First Clearing Inc. Investments products and services available only to residents of: Arizona (AZ), California (CA), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Maryland (MD), North Carolina (NC), North Dakota (ND), Nevada (NV), Pennsylvania (PA), South Carolina (SC), Tennessee (TN), Texas (TX), West Virginia (WV) Fee-based advisory services are available only to residents of: Maryland (MD) We are licensed to sell insurance products in the following states of: Arizona (AZ), California (CA), Colorado (CO), Connecticut (CT), Delaware (DE), Florida (FL), Georgia (GA), Illinois (IL), Indiana (IN), Iowa (IA), Kentucky (KY), Louisiana (LA), Massachusetts (MA), Maryland (MD), Maine (ME), Michigan (MI), Montana (MT), Nebraska (NE), Nevada (NV), North Carolina (NC), North Dakota (ND), New Jersey (NJ), New York (NY), Ohio (OH), Pennsylvania (PA), South Carolina (SC), South Dakota (SD), Tennessee (TN), Texas (TX), Utah (UT), Virginia (VA), Washington, DC (DC), West Virginia (WV), Wisconsin (WI), Wyoming (WY)