Thomas White, CFP®, CPA, PFS, Shareholder
CFP -Certified Financial Planner
CPA -Certified Public Accountant
PFS – Personal Financial Specialist
Investment Adviser Representative
Experience:
- Started career in 1991 at KPMG Peat Marwick in Seattle and returned home in 1993 to White & Company
- Helping individuals in all aspects of financial planning
- Investment Management Services
- Portfolio Manager
Professional credentials and associations:
- Certified Public Accountant since 1991
- Certified Financial Planner™ since 2000
- Personal Financial Specialist as designated by the American Institute of Certified Public Accountants since 2001
- Member of the American Institute of Certified Public Accountants
- Member of the Washington Society of Certified Public Accountants
- Member of the Financial Planning Association
- Member of Washington Association of Accountants
- Investment Adviser Representative
Education:
- Bachelor of Arts in Business Administration (Summa Cum Laude), Washington State University; Business Department outstanding student for 1991
- FINRA’s Series 65 Exam
James Eric Parker, CPA, Shareholder
CPA -Certified Public Accountant
Investment Adviser Representative
Experience:
- Started career at White & Company in 1998
- Helping individuals in all aspects of financial planning
- Investment Management Services
- Portfolio Manager
Professional credentials and associations:
- Certified Public Accountant since 2001
- Member of the American Institute of Certified Public Accountants
- Member of the Washington Society of Certified Public Accountants
- Member of the Financial Planning Association
- Member of Washington Association of Accountants
- Investment Adviser Representative
Education:
- Bachelor of Arts in Business Administration, Washington State University
- FINRA’s Series 65 Exam
Ivan White, CFP®, CPA, PFS
Founder of White & Company Financial Planning, Inc.
CFP -Certified Financial Planner
CPA -Certified Public Accountant
PFS – Personal Financial Specialist
Investment Adviser Representative
Experience:
- After working for several CPA firms, Ivan founded White & Company, PC in 1977 and has been helping clients in the region ever since.
- Founder of White & Company Financial Planning, Inc. in October 2000
- Helping individuals in all aspects of financial planning
- Investment Management Services
- Portfolio Manager
Professional credentials and associations:
- Certified Public Accountant since 1974
- Personal Financial Specialist as designated by the American Institute of Certified Public Accountants
- Member of American Institute of Certified Public Accountants
- Member of Washington Society of Certified Public Accountants
- Past Chairman of WSCPA Agriculture Committee
- Certified Financial Planner™
- Investment Adviser Representative
Education:
- Bachelor of Arts in Business Administration, Washington State University
- FINRA’s Series 65 Exam
Greg Vander Top
Investment Adviser Representative
Experience:
- Began his career with White & Company in 1997 as a staff accountant
- Investment Management Services
- Portfolio Manager
Education:
Bachelor of Arts in Business Administration, Dordt College
Misti Wiederspohn
Office Manager
Customer Service
Investment Adviser Representative
Experience:
- Began her career with White & Company in 2003
- Investment Management Services
- Portfolio Manager
Education:
FINRA’s Series 65 Exam