testimonial 3
December 1, 2016

Testimonial 4

“Dan Whitaker has worked us for the past several years as CFO and as a Family Advisor.  From a CFO perspective, Dan has a great ability to analyze the financial health of our real estate and asset management company as well as put together budgets and help plan for the future of our company. His attention to detail and his control procedures were key to measuring the financial success of our company. In addition, Dan is multi-faceted in banking, taxes, real estate development, and buy-sell analysis. As a Family Advisor, Dan is able to assimilate information quickly and provide a concise and thoughtful analysis of how a certain financial decision may affect another aspect of our business. Perhaps best yet is that in addition to his strong CFO skills, he has a great sense of humor with a contagious laugh. Dan is a delight to work with on so many different fronts.”