Broker Check


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.

Stacey White

Director of Practice Development



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



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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