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Linus A. Whitlock, CFP®

Linus A. Whitlock, CFP®

Director of Financial Services

Linus believes in helping clients achieve peace of mind through smart financial decisions. He looks at the complete financial picture of a client's situation in order to determine and make the best recommendations for their individual goals and needs. Linus' clients will benefit from having comprehensive legal, tax, and financial advice under one roof.  He graduated from Davidson College in 1982 with a BS in chemistry. He worked as a forensic scientist prior to starting his own financial planning company. He has proudly served the needs of his clients for over 20 years.