“Service First…Service Last…Service Always”
Meet the team at Whiteford Wealth Management, Inc. Each team member is focused on meeting your needs whether they be your child’s college savings or your retirement portfolio.
Kevin S. Whiteford C.P.A. M.S.T. – Series 7,24,66
President, Founder and Owner
Kevin S. Whiteford is currently the owner and operator of Whiteford Wealth Management, Inc, and Whiteford Tax & Financial Services, Ltd., located in South Haven, Michigan. Kevin started his career by receiving his B.S. in accounting from Northern Illinois University in 1986, and passed the C.P.A. exam in May of that same year. Upon completion of his undergraduate degree in accounting, Kevin audited companies for over two years, and spent another three years in taxation with a few of the largest accounting firms in the world. In the fall of 1991, Kevin spent time in with a manufacturing company where he was fully in charge of the tax department which did business in 50 states and 33 countries. During his time in the industry, Kevin went on to further his education at DePaul University to obtain his M.S.T. (Master of Science in Taxation), graduating in December 1994. After, Kevin went back into public accounting to take on a position with another large public accounting firm in Chicago, IL, to run and operate the firm’s state & local tax department. In November, 1997, Kevin decided to start his own public accounting firm, servicing taxpayers and specializing in small businesses and their owners. In addition, during the years from June, 1997, through December, 2001, Kevin taught two courses in the M.S.T. program at DePaul University in Chicago, IL. These courses were State & Local Income Tax and Federal Tax Research. In 1999, Kevin decided that he wanted to broaden his firm so that he could meet the demands and needs of his clients. He went through the licensing process and earned his Series 7 and Series 66 and formed a company specializing in investments and financial planning. He then went through the licensing process to receive his series 24 license in December 2009. Kevin now provides the services needed to meet the needs of his clients in all areas of their finances by providing various types of investments and life insurance options. This includes life and business insurance, annuities, business retirement plans, individual retirement plans, college funding, individual stocks, bonds and mutual funds. While Kevin has been busy pursuing his career objectives, he has been active in speaking and performing at various college and high school classrooms and various functions throughout Illinois and Michigan. Kevin resides in South Haven, Michigan with his wife Mary and their three children Scott, Alisa and Ken.
Mary P. Whiteford
Marketing, Event Coordinator and Co-Founder
Mary is a huge asset to our team. She can help in all aspects of our company. She is mainly involved in the company’s marketing and promotion aspects as well as numerous office tasks. She has been involved with the company since the inception in November of 1997. Mary is also currently the State Representative for the 80th District in Michigan.
Scott A. Whiteford – Series 7
Scott brings a whole range of education and business experience to the firm with a finance degree along with his law degree. He has specialized in international finance and business law along with estate planning. Scott reviews Estate documents to ensure our clients Legal Documents coincide with their entire Portfolio.
Thomas P. Sharwarko – Series 7
Thomas, a college graduate with a focus on business and history. He is an instrumental team member in the investment practice. Tom is knowledgeable of the market conditions, meets with clients, and assists with client annual reviews. In addition, he keeps our operational aspect of the practice finely tuned. In His free time, you can find Tom assisting local community organizations, riding his bike around town, or catching a live show.
Ken is Kevin’s youngest child and graduated from Grand Valley State University with a bachelor’s of Finance in the spring of 2018. He is fervently trying to learn the ins and outs of the business, and is currently mostly working in the operational aspect of our firm. He looks forward to helping the business thrive in the future.
Nicole was born and raised in South Haven, and she developed her skills through the local education and various jobs she held in her early years. Nicole provides a lending hand in all departments, and is an asset to the company through her exceptional organizational skills, and her willingness to pitch in. Nicole currently resides in Bangor, MI with her son.
Lorena received her Bachelor’s degree in Accounting.
She has worked at various Tax & Accounting firms since college.
At Whiteford Wealth Management, INC., Lorena utilizes her previous experiences and assists in array of tasks from Accounting, business procedures, and assist in tax consultation for investment clients.