Whitney Reagan

Wealth Advisor

Experience and Education

Whitney works with clients to develop personalized wealth management solutions that include tax planning, investment strategies and estate planning to help them achieve their goals.

Prior to becoming a wealth advisor, Whitney served as a director of investment education and integration at Mariner Wealth Advisors. Before that, she was a regional consultant at Montage Investments working to develop the sales channel for their products. Whitney’s experience also includes serving as an administrative coordinator at Enterprise Risk Strategies (ERS), where she was a liaison between the firm’s various locations and facilitated the sales process with prospective clients. Before joining ERS, she was a recruiting coordinator at AdamsGabbert.

Whitney has a bachelor’s degree in psychology from the University of Kansas and an MBA with a concentration in finance and international business from Rockhurst University.

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