WHITNEY’S MISSION
As a wealth management advisor and CERTIFIED FINANCIAL PLANNER™ Professional, Whitney helps people create purposeful financial plans that reflect their values and goals. Her clients are busy professionals who appreciate expert advice, and she gets to the heart of their planning quickly so they can maximize their time as well as their opportunities.
A storyteller at heart, Whitney excels at marrying the human element with the objective details of financial planning. She understands the challenges her clients face, and she helps them see their wealth in a way that relates to who they are and what they want. By helping her clients focus on the meaning behind their plan and recognize the consequences of each decision, she helps them steward their wealth with purpose and confidence.
Through comprehensive financial planning, Whitney’s overarching mission is to help people become all they were called to be. She focuses on connecting with people; she listens intently to their stories, considering who they are and where they’re coming from as she shepherds them through the planning process. By providing constant support and encouragement alongside insightful financial advice, she becomes a valuable resource her clients lean on through every season of life.
ADVISING SPECIALTY
Early in life, Whitney recognized that financial security requires more than intelligence, talent, or generosity; it requires strategic decision making and oftentimes, complex problem solving. When her dad, an orthopedic surgeon, was diagnosed with cancer and lost his ability to operate, she witnessed the financial and emotional impact it had on her parents. During that season, she realized the incredible impact she could make by helping others in the field navigate life-changing financial decisions.
Today, she works primarily with physicians, others with advanced medical degrees and female business owners. She understands the unique challenges and opportunities they face, and she thrives in helping them address complicated questions related to their wealth.
Whitney also enjoys working with women in the corporate world. She recognizes that most women want a deeper understanding of the risks involved with investing and a higher level of confidence before taking those risks, and she has a knack for speaking the client’s language and making complex scenarios more relatable and relevant.
BACKGROUND & EDUCATION
Whitney began her financial career in 2010 as an intern with Northwestern Mutual. It was during that time that her parents’ financial plan was going through a transition, and she saw the impact she could make by helping people navigate important financial decisions. In 2013, she launched her own firm through Northwestern Mutual, and it quickly became one of the fastest growing practices in the Nation.
Whitney graduated from Colorado State University with a double major in corporate finance and accounting. She is a CERTIFIED FINANCIAL PLANNER™.
GIVING BACK
Whitney’s posture of servanthood permeates her work and her personal life, and she is always ready to meet the needs of others. She and her husband John Scott often participate in athletic challenges for different charities like the Franklin Labor Day Run for Grace Works Ministries, Workout for Water, and the Leukemia & Lymphoma Climb. In 2016, she climbed Mt. Kilimanjaro to raise money for the Ronald McDonald House in Minneapolis—a feat her parents accomplished when Whitney was eight.
Whitney is passionate about hospitality, and she believes in caring for others’ basic needs, whether that’s by offering a room in her home or raising money for charitable organizations. She and John Scott jokingly call their house the Harrison Hotel, as they regularly provide space for people who simply need it. They also volunteer with My Friend’s House an organizations that provide hands-on support for children in foster care.
They are passionate supporters of Operation Freedom, an organization that helps free families from slavery in India, and they donate regularly to Jesus Mission, an organization that helps foster the faith of high school students.
PERSONAL LIFE
Whitney grew up in Minneapolis, Minnesota, but she was, as she puts it, “made for the South.” She and her husband John Scott moved to Franklin, Tennessee, in 2020 and have loved building a community in the area. The two met at a work conference in 2013, and just two days into the trip, he told her she was going to be his wife—and she agreed. They married in 2016 and have one child.
As a couple, Whitney and John Scott believe wholeheartedly in becoming healthy, happy, whole humans, and they spend much of their time seeking ways to grow as people. They often take service adventure trips around the world, where they volunteer in different countries, and they try to get out of their comfort zones whenever possible. They also love bringing other people out of their comfort zones—and one of their favorite methods to do so is to host neighborhood costume parties.
Whitney is also passionate about gardening, proving a good meal to all, spending time outdoors, reading, and in general, making life fun.
FUN FACTS
If you could eat only one meal for the rest of your life, what would it be?
Chocolate-chip cookies. Every meal.
What’s your favorite quote or saying?
“Consider it pure joy, my brothers and sisters, whenever you face trials of many kinds, because you know that the testing of your faith produces perseverance. Let perseverance finish its work so that you may be mature and complete, not lacking anything. If any of you lacks wisdom, you should ask God, who gives generously to all without finding fault, and it will be given to you. But when you ask, you must believe and not doubt, because the one who doubts is like a wave of the sea, blown and tossed by the wind.” James 1:2-6
As a kid, what did you want to be when you grew up?
A veterinarian. I love animals. And bugs—I think they’re the coolest.
What is one thing you can’t live without?
My lifting shoes—if I don’t work out, I’m a disaster.
What’s your favorite part of your day?
Every part! I’m a really happy person, and I love whatever comes.
