Meet the Team
Patrick WhiteInvestment/Tax Consultant
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 tax preparation, financial planning, and portfolio management with an emphasis on 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.
Matthew GrasmanInvestment/Tax Consultant
Matt joined John White & Company in October of 2020. Prior to entering his current role in financial services, Matt spent 5 years working in the golf industry as a Golf Professional Assistant. His experience with individualized customer service boosts his dedication towards providing our clients a devoted service. Matt holds a Series 7 securities brokerage license, as well as a Series 66 investment advisor representative license. Matt aids clients in the office with both individual and retirement portfolio management, as well as tax preparation and consulting. He is a lifelong resident of Lemont and readily partakes in his Church’s events. In his free time you will find Matt on a golf course.
Marie SwickOffice Manager
Marie has a Bachelor of Science degree in Finance from DePaul University. Marie has 30 years experience in financial services, which includes the management of data collection of mutual fund statistics for publication, and providing research and customer service. Marie finds meeting the challenges of providing superior customer service to be greatly rewarding. Marie enjoys spending time with family, cooking, gardening and travel.
John founded John White & Company in 1987. As an independent expert interrelating investment, life insurance, and tax planning for nearly three decades, John brought a unique sense of confidence rarely found in today's transient world. Along with Donna, John retired in 2018 and now enjoys being with family, travel, golf and outdoor activities.
Donna joined John in the business in 1994, becoming securities licensed in 1997. Along with John, Donna retired in 2018. Donna spends her time with her family, which now has 9 grandchildren, and also enjoys travelling.