Meet Austin

Austin Whittington

Austin Whittington, CFP® Vice President, Financial Advisor

In his advisor role, Austin helps households to better achieve their financial goals by introducing them to new investment and tax strategies. He helps clients manage their financial lives to ensure they stay on track over time and can ultimately retire when they want to. Austin’s passion for his work dates back to his internships in finance, where he found that stock market-related work seemed to lack a people element. That’s when he turned toward financial planning. “It was important to me that I could see the direct impact of my work on the people around me,” Austin says.

Austin is originally from southern Indiana, so naturally he’s a basketball fanatic. Physical fitness is a big part of his life, too, whether it’s hitting the gym, going for a walk or enjoying a round of golf. Austin and his wife greatly enjoy traveling and experiencing different cultures. His perfect weekend is simple- church on Sundays with his wife and spending time with family.

Meet Alison

Alison Whittington, CFP® Vice President, Financial Advisor

Communication comes easily for Alison. She grew up with six siblings and 50 cousins and was able to spend a lot of time with them over the years. It’s that relationship-building ability that aids Alison in her initial consultations with prospects and in building financial plans for clients that outline areas of strengths and weaknesses. She listens to clients’ wants and needs throughout the process, which enables her to deliver financial solutions they are comfortable with.

Alison is a graduate of the Kelley School of Business at Indiana University. Outside of the office, she enjoys horseback riding and finding places of natural beauty.

Take Control of

Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

Retirement Income Strategies

Life Insurance

Wealth Management

Tax-Efficient Strategies

Investments

Long-Term Care

IRA/401(k) Rollovers

IRA Legacy Planning

Asset Protection

All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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Meet with Us

To learn more about McAdam Financial or to schedule a no-obligation meeting, contact us today!

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