Whipplewood Advisors, LLC

Saxon Swindler is a financial advisor at Whipplewood Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

Richard Whipple is a Series 65-licensed financial advisor with Whipplewood Advisors, LLC, where he has worked for 10 years. He has 12 years of industry experience and previously worked at First Financial Equity Corp and Whipplewood CPAs. Outside of advisory work, he is an insurance agent offering fixed and health insurance products. Whipplewood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across about 137 client relationships. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, using a goals-based, core/satellite investment approach overseen by an investment policy committee.

Rodney Becker is a CFP® with 19 years of experience in financial advisory roles. He is a financial advisor at Whipplewood Advisors, LLC, where he has worked since 2020. Prior to that, he spent six years with First Financial Equity Corporation. Outside of his advisory work, he is involved in a family business, Rosco P Coltrane, LLC, which is not related to investments. WhippleWood Advisors serves individuals, including high-net-worth clients, charitable organizations, estates, and trusts, managing approximately $288 million across around 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, utilizing a goals-based, core/satellite investment approach overseen by an investment policy committee.

Mona Feeley is a financial advisor with WhippleWood Advisors, LLC, holding a Series 65 designation and 11 years of industry experience. She has been with WhippleWood Advisors since 2016 and is also a partner at WhippleWood CPAs, which is her primary occupation. WhippleWood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across 137 client relationships. The firm offers investment management and comprehensive financial planning, integrating tax and estate planning with a goals-based investment approach overseen by an investment policy committee.

Ronald New Jr. is a financial advisor at WhippleWood Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Capital Peak, Worth Street, Moreton Capital Markets, and Capital Markets Consulting. He serves on the board and as committee chair of the Risk Management Association's Rocky Mountain Chapter and participates in investment advisory committees for the City and County of Denver and the University of Colorado. WhippleWood Advisors serves individuals, charitable organizations, estates, and trusts, managing approximately $288 million across 137 client relationships. The firm offers discretionary and non-discretionary investment management, comprehensive financial planning, and tax- and estate-related planning, employing a goals-based, core/satellite investment approach overseen by an investment policy committee.

Joseph Hubbard is a CFP® with 27 years of industry experience, currently serving at Whipplewood Advisors, LLC since 2020. He previously worked at First Financial Equity Corporation for 10 years and has been self-employed since 1992. Hubbard is also a licensed CPA who provides tax preparation services to a small number of clients. Whipplewood Advisors, LLC manages approximately $288 million for individuals, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management alongside comprehensive financial, tax, and estate planning. The firm employs a goals-based, core/satellite investment approach and integrates investment, planning, and tax strategies into its portfolio management.