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
