Brian Whitaker

Brian Whitaker is a highly experienced financial advisor who excels at helping clients navigate complex challenges. As a Partner at Northern Lights Advisors, Brian brings more than three decades of expertise in wealth planning, investments, insurance and tax strategies, trusts and estate management, and business succession. He takes pride in guiding families, individuals, and business owners toward their goals with thoughtful, integrated planning.

Brian’s expertise is instrumental in helping clients navigate the evolving complexities of wealth and will be an asset to the firm by expanding our capabilities to support current and future clients.

BUT TO LEARN MORE ABOUT BRIAN:

Long before Brian joined Northern Lights Advisors, he began his career in wealth management at Merrill Lynch after earning a degree in economics from North Park University in Chicago. His path took him through roles at Dain Rauscher and Tyee Asset Strategies, where he honed his skills in complex wealth strategies and planning. In 2003, he joined Laird Norton Wetherby, where he eventually became a leader in their Ultra-High Net Worth team.

At Northern Lights Advisors, Brian’s specialty is helping individuals and families navigate the complexities that accompany all stages of wealth management. He will be working with clients spanning multiple generations to ensure that wealth and values are preserved and passed on.

Brian is a CERTIFIED FINANCIAL PLANNER™ Professional and served on the board of the School of Business and Non-Profit Management at his alma mater, North Park University. He also donated his time and expertise to nonprofits and community organizations, including Seattle’s Social Venture Partners and the Corporate Council of the 5th Avenue Theatre.

Outside of work, Brian enjoys boating, wine tasting in Chelan, and spending time with his family. He can often be found in his rose garden or exploring Seattle’s restaurants with his wife, Sonja.