About Us

service with a smile

Meet Our People

PB White & Co. exists to serve our clients and help them to better identify and pursue their individual goals and objectives. We pride ourselves on building a team that is focused on relationships and consistent communication in the pursuit of excellence.

Financial Planning Professionals

Your Team

Bruce White, MS, CFP®


Principal
Certified Financial Planner

Jeff White


Paraplanner
Account Manager

Zach White, MS, CFP®


Certified Financial Planner
 

Elena Moore


Assistant
 

Bob Carlos


Technology
Data Management

Debbie Oelrich


Executive Assistant
Analyst