Prior to her transition to the wealth management industry in 2015, Whitney was in a boutique law practice serving high-net-worth clients for their tax and estate planning needs. Prior to joining LourdMurray, Whitney held positions at Commonwealth Financial Network and U.S. Bank Private Wealth Management as a wealth planning consultant and subject matter expert in tax and estate planning. Whitney holds the CERTIFIED FINANCIAL PLANNER™ designation and is a member in good standing with the State Bar of California.
Whitney received her Bachelor's degree in Business Administration from the University of Miami, Florida. She attended Thomas Jefferson School of Law where she received her Juris Doctor degree and Master of Laws in International Tax and Financial services, both with magna cum laude honors. She lives in San Diego where she enjoys life outdoors, racing in triathlons and live music.