Wealth Strategist
859-399-6105
Michael Whitfield, MBA, CFP™️
Michael balances his time at Elkhorn Creek Financial by building and optimizing client investment plans, while also focusing on client-related service issues. As a CERTIFIED FINANCIAL PLANNER™️ professional he brings deep experience as it relates to financial modeling, Envision® analysis, and cash flow planning, while also assisting the portfolio management team with research and due diligence.
Michael received his B.A. from West Virginia University and holds an MBA from the University of North Florida – College of Business Administration. He and his wife Kendall reside in Lexington with their two children.