Broker Check

Team

Although our independence, objectivity and holistic planning approach distinguish us in the marketplace, it would be nothing without exceptional, highly personal client service. While Matthew White serves as the primary advisor on all relationships, he and our clients are supported by an experienced and dedicated client service team.
 
Matt is the founder of M. White Financial Services and serves as the senior advisor on all relationships. As a CPA, Matt’s entire career has been dedicated to helping clients handle tax issues and work toward meeting their...

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Stacey White

Director of Practice Development

832.514.2551

214.764.9809

Stacey works behind the scenes to make your experience as part of the M. White Financial Services family exceptional. She skillfully combines industry knowledge with her background in psychotherapy to help us deliver professional...

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Anita Pinkerton, RP

Client Services Specialist

832.514.2551

832.514.2548

Anita works closely with Matt in the design, implementation and monitoring of our clients’ wealth management plans. She is also responsible for executing trade requests, rebalancing accounts and processing distributions. Additionally,...

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Donna Lyons

Operations Coordinator

832.514.2551

832.514.2548

Donna provides our team with operational support, manages our electronic filing system and works on special projects for fellow team members and clients. Donna's career in the financial services industry began in 1987, and she has...

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Linda Sterling

(Retired, January 2013)

Linda joined M. White Financial Services in 2004 after a 20 year career with Exxon Mobil and quickly became an invaluable asset to the firm. During her nine year tenure with M. White Financial Services, Linda designed and implemented...

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