Whitney And Associates
Independently owned, Whitney and Associates saw an opportunity to put the value back into marketing for agents. As agents ourselves, we were tired of the same old solutions to a never ending problem, marketing. We wanted to be able to get in front of a consistent amount of clients and actually help them with their retirement planning, which included Social Security. It took many years but we finally found the solution! We have structured our business so that everyone involved has skin in the game; Us (Whitney & Associates), the marketing team and you (the advisor). We feel that is the only way a true partnership can exist. If you have not watched our video, please do, and we will tell you how our partnership works. We look forward to working with you!
7-day free trial · no credit card
Verified contacts
6
available on Kipplo
LinkedIn employees
9
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 6 verified contacts at Whitney And Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- LK
Lance Kelderman
Senior VP of Operations · Operations
EmailPhone - MH
Misty Harris
Senior Account Executive · Sales & Business Development
EmailPhone - SS
Susan Sheehy
Workshop Registration Coordinator · Operations
EmailPhone - MW
Mitchell Whitney
President · General Business & Management
EmailPhone - RK
Rebecca Kelderman
Senior Account Executive · Other
EmailPhone
Showing 5 of 6 verified contacts
Top roles at Whitney And Associates
5 distinct titles indexed · top 5 shown.
- 2senior account executive
- 1financial planner
- 1president
- 1senior vp of operations
- 1workshop registration coordinator
Sign up to unlock all 6 contacts at Whitney And Associates
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 6 verified contacts at Whitney And Associates
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.