Our Associates
With our professional team on your side, your financial goals evolve from a general strategy to a fully integrated plan of action. At White & Associates our goal is to bring financial order to your life and work to keep it that way!
|
|
|
Gina Burke, Financial Advisorgina@wa-financial.com Gina earned her Bachelor of Science in Mathematics in 2005 from Southern Illinois University at Edwardsville. She then earned her Series 7 - General Securities Representative Exam in October 2014 and her Series 66 - Uniform Combined Investment Advisor registration/state law exam in January 2015. |
|
Angie Eickhoff, Financial Advisorangie@wa-financial.com Angie earned her Bachelor of Science degree in Marketing in 2000 from Jacksonville University, Jacksonville, Florida. She then earned her Series 7 - General Securities Representative Exam and her Series 66--Uniform Combined Investment Advisor registration/state law exam in 2004. |
|
Jeff Eickhoff, Certified Public Accountant (CPA)jeff@wa-financial.com Jeff earned his Master of Accounting and Financial Management in 2013. He also became licensed as a Certified Public Accountant in August 2013. |
 |
Kirstie Seagle, Accounting Associatekirstie@wa-financial.com Kirstie had been with the firm since May 2016. She earned her Master's in Business Administration with an Accountancy Concentration from Eastern Illinois University, Charleston, Illinois in 2014. In 2019, Kirstie became and Enrolled Agent (EA). |
|
Jessica, Client Service Associatejessica@wa-financial.com Jessica has been with the firm since 2018. She is responsible for client service and satisfaction, reaching out to confirm all is well, answer questions, address any issues and to schedule appointments including the annual portfolio review to review goals and make any adjustments needed to stay on track.
|
|
Kayla, Client Service AssociateKayla has been with the firm since January 2020. She is responsible for maintaining our client database to ensure timely and accurate information for client accounts. She is also responsible for monthly client mailings. |
* Tax and accounting services are not offered through Cambridge Investment Research |
|
