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About John White & Co.	Our Services
Started in 1987, John White & Co. is a family owned business. We strive to maintain a high level of trust and commitment to our clients because we believe how the company behaves reflects our family’s personal integrity. We place high importance on treating every client as an individual requiring personal attention. Unlike many competitors, we are a full service financial services company. We can be particularly valuable to people seeking advice in the areas of retirement and investment planning, education funding, income tax preparation, and insurance matters. Profiles John White John founded John White & Company in 1987. As an independent expert interrelating investment, life insurance, and tax planning for nearly three decades, John brings a unique sense of confidence rarely found in today's transient world. John maintains various licenses in an effort to offer independent analysis with no allegiance to any particular investment instrument. John enjoys being with family, travel, golf and outdoor activities. Donna White Donna joined John in the business in 1994, becoming securities licensed in 1997. Donna assists in day-to-day portfolio management, financial planning, and tax preparation. Donna's greatest joys are her children, new grandchild, and travel. Patrick White Patrick began his career with Deloitte & Touche after graduating from the University of Illinois Champaign-Urbana with a degree in business. Before joining John White & Co in 2008, Patrick started a financial advisory practice at Smith Barney. He currently assists clients at John White & Co. in financial planning and portfolio management with an emphasis on fixed income and retirement portfolios. Patrick is admitted to practice before the Internal Revenue Service with his Enrolled Agent designation. Patrick enjoys spending time with his family and playing golf. Marie Swick Marie has 7 years experience in customer service within the financial services industry. She assists in all aspects of customer service within the firm, and continually strives to provide the best services available to our clients.	You receive a free initial consultation. At that point, any and all of your financial goals can be achieved through John White & Co. We offer the following: Individual Stocks Individual Bonds Mutual Funds Life Insurance Personal Income Tax Service
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Securities and Advisory Services offered through SII Investments, Inc. Member FINRA/SIPC and a Registered Investment Advisor. John White & Company and SII are Separate Companies This site is for informational purposes only and is not intended to be a solicitation or offering of any security and: Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representative and the BD or IA they represent (a)satisfy the qualification requirements of, and are approved to do business by, that state; or (b)are excluded or exempted from that state's registration requirements. Representatives of a BD or IA are deemed to conduct business in a state to the extent they would provide individualized responses to investor inquiries that involve (a)effecting, or attempting to effect, transactions in securities; or (b)rendering personalized investment advice for compensation. We are registered to offer securities in the following states: CA, CO, FL, IL, IN, ME, MI, MN, MO, SC, TN, TX, and WI ONLY.