(Retired July 2020)
Anita joined M. White Financial Services in 2007 with over 25 years of industry experience ranging from client service to regulatory compliance. During her 13 year tenure with us, Anita worked closely with Matt on the design, implementation and monitoring of our clients’ wealth management plans.
Anita was an invaluable asset not only in fueling our firm’s growth, but shared her vast industry knowledge with countless other advisors and their staff throughout the country. Although officially retired, Anita continues to consult with us on special projects.