Always Here For You
We’ve intentionally cultivated a diverse team so we can serve your family’s needs for generations. When you partner with us, we become an extension of your family, prepared to support you through every season of life. Our highly educated team members have ample experience helping people make the most of their success, and we work together to provide cohesive care with an array of solutions for your financial world.
Meet Our Team
Phillip R. Whitehead, CLU®, ChFC®, CLTC®
President
With more than 30 years in the business, Phil has become a trusted source of wisdom for both his clients and his team. He works diligently to provide valuable insight that helps clients maximize their wealth, and his passion for serving others has become a model for the practice. He is always looking for learning opportunities so he can provide clients the most up-to-date and relevant knowledge, and he strives to encourage and inspire his team however he can. He builds genuine, long-lasting relationships with clients, establishing lifelong partnerships that help them navigate their financial lives with confidence and peace of mind.
Areas of Expertise
Education & Credentials
Awards & Accolades
Community Involvement
Personal Life
A Q&A with Phil
Leighton G. Whitehead, CFP®, ChFC®
Financial Adviser
Leighton specializes in investment management and financial planning for people navigating major life transitions, guiding clients through what would otherwise be an overwhelming season. Many of his clients are preparing for retirement, selling a business, or finishing a graduate program or professional school. He comes alongside them, takes a deep dive into their financial world, and helps them outline a clear path toward the life they want to live. In doing so, he gives them the freedom to focus on enjoying their new season of life. With a strong foundation of knowledge and expertise, he applies his skills in a way that assures clients their financial life is taken care of, and they don’t have to worry.
Areas of Expertise
Education & Credentials
Awards & Accolades
Personal Life
A Q&A with Leighton
Phillip (Braden) Whitehead
Insurance Professional
Braden joined the practice in 2022 and provides financial solutions for families and business owners. He is passionate about helping clients solve problems, and one of the biggest differences he makes in their lives is to bring intentionality to their financial strategies. His mission is to give them clarity so they understand where they are, where they want to go, and how to get there. He guides them through a thorough fact-finding process, ensuring he uncovers every detail before putting together an array of solutions to help them accomplish their goals. With his attention to detail, he organizes all the disjointed pieces into one cohesive, purposeful strategy. In doing so, he helps clients maximize their resources and gain confidence that they’re on the path to the life they want to live.
Areas of Expertise
Education & Credentials
Awards & Accolades
Personal Life
A Q&A with Branden
Strategic Alliances
You deserve the best possible support for your financial journey, which is why we’ve chosen to partner with some of the strongest and most well-respected entities in the financial industry. By leveraging a diverse range of expertise and resources, we’re proud to offer a thoroughly comprehensive and personalized planning* experience.
*Phillip R. Whitehead and Leighton G. Whitehead are Financial Advisers offering fee-based financial planning through Eagle Strategies LLC, A Registered Investment Advisor and a New York Life company.
