
Mike Whitmore
Areas of Expertise
Qualifications & Experience
- Bachelor of Science, Marketing Emphasis w/ Minor in Dutch Literature - Brigham Young University
- Wealth advisor specializing in retirement planning for 8 years, helping hundreds of couples and individuals enjoy their lifestyle and worry less about their wealth
Media
Words to Live By
Client Experience Professionals
Team Members
About
Mike’s passion lies in helping clients worry less about their wealth and enjoy more of what matters most. He approaches each relationship with empathy and insight, drawing on his own personal experience with loss and resilience. After becoming a widower and single father of three at a young age, Mike experienced firsthand the value of thoughtful financial planning – an experience that continues to shape the way he serves his clients today.
Mike’s practice centers on understanding each client’s unique priorities and then designing personalized strategies to help them achieve their financial goals with confidence.
In addition to his advisory work, Mike is a seasoned entrepreneur. He co-founded the tech startup Fresh Consulting in 2009 and led the company through a successful exit in 2017. He currently serves on several advisory boards, including the International Association of Astronomical Studies, Tech9, the American Financial Education Alliance, and the Pursuit of Happiness Academy.
Mike holds a B.S. in Marketing with a minor in Dutch Literature from Brigham Young University. A former speechwriter for the Dutch Minister of Defense, Mike has worked across a range of creative and technical roles – from planetarium producer and radio DJ to sound engineer and wilderness survival instructor. He also performs as a drummer with local music groups.
Born in Boulder and raised in Louisville, Mike is a proud Colorado native who has also lived in Utah, Seattle, the Netherlands, and Belgium. He now enjoys rediscovering his home state through golf outings, hiking, skywatching, off-roading, and time with family.