Core Team

Meet the advisors, planners, and strategists behind Whitwell & Co. Every member of our team shares one mission: delivering fiduciary-level guidance that puts your interests first.

Stefan Whitwell, CFA®, CIPM, CEO and Chief Investment Officer at Whitwell & Co.

Stefan Whitwell, CFA®, CIPM

CEO and Chief Investment Officer

Rosemary Wright, CFP®, Director of Planning and Senior Wealth Advisor at Whitwell & Co.

Rosemary Wright, CFP®

Director of Planning and Senior Wealth Advisor

Tracy Dibble, EA, MST, Director of Tax Planning at Whitwell & Co.

Tracy Dibble, EA, MST

Director of Tax Planning

Susie Perry, CFP®, Senior Wealth Advisor at Whitwell & Co.

Susie Perry, CFP®

Senior Wealth Advisor

Ian Crane, Client Service Lead at Whitwell & Co.

Ian Crane

Client Service Lead

Andrew T. Lucich, Chief Compliance Officer at Whitwell & Co.

Andrew T. Lucich

Chief Compliance Officer

Erik Dodds, Director of Investor Education at Whitwell & Co.

Erik Dodds

Director of Investor Education

Jamie Sylvester, Director of Operations at Whitwell & Co.

Jamie Sylvester

Director of Operations

Alexander Whitwell, Analyst at Whitwell & Co.

Alexander Whitwell

Analyst