Real people. Real experience
Retirement income strategy, Social Security optimization & tax-efficient wealth planning
Cory McCune
Senior Financial Advisor · Co-Founder
Retirement income strategy, Social Security optimization & tax-efficient wealth planning
Business owner wealth, Cash Balance Plans, exit planning & tax reduction
Bret Whiteley
Senior Financial Advisor · Co-Founder
Business owner wealth, Cash Balance Plans, exit planning & tax reduction
Investments & accredited investment planning
Michael Kidd, AIF®
Financial Advisor
Investments & accredited investment planning
Pre-retirees, young families, business owners & tech professionals navigating equity compensation
Jake Song
Financial Representative
Pre-retirees, young families, business owners & tech professionals navigating equity compensation
Client experience, firm operations & life and health insurance
Lee Boley
Agent & Practice Manager
Client experience, firm operations & life and health insurance
Client support, administration & navigating financial journeys
Joe McGuinness
Agent & Admin Support
Client support, administration & navigating financial journeys
Life Insurance, Employee/Employer Benefits & Medicare Supplemental
Joyce Bramlett
Agent
Life Insurance, Employee/Employer Benefits & Medicare Supplemental
Client support, scheduling & administrative services
Delaney Boley
Admin Support
Client support, scheduling & administrative services
Client relations, onboarding & administrative support
Camden Whiteley
Admin Support
Client relations, onboarding & administrative support
Administrative support & client services
Lynna McCune
Admin Support
Administrative support & client services
See if McCune Whiteley is the right fit.
15 minutes with a fiduciary advisor. No cost. No pressure. Just an honest conversation about your money. †In our advisory capacity through Kestra Advisory Services, LLC.