Dan Whitaker, CFP®

Administrative Services Project Manager

Dan Whitaker, CFP®, joined the firm in 2019 and serves as administrative services project manager. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and adheres to a disciplined approach and process to fully understand the firm’s clients’ goals and then provide the best financial and investment counsel. Dan’s responsibilities include project management, process management and assisting with day-to-day management of administrative needs. Additionally, he is involved in many facets of the operations, technology and administrative teams. Dan also serves on the firm’s diversity committee and he is a member of the company’s wealth management team.

Before coming to work for Ferguson Wellman, Dan worked as an associate delivery manager for Tesla Motors. While at Tesla he worked to overhaul structure and organizational processes in order to improve efficiencies and improve customer satisfaction.

Dan holds his B.S. in finance with a minor in marketing from DePaul University where he graduated magna cum laude, and he earned his M.B.A. in with a concentration in Management from Saint Peter’s University.

In his time away from the office, he enjoys traveling, anything automotive related and the great outdoors with his husband and dogs.