Customized Student Loan Plan

• Brown University – B.A. in History and Economics

• CERTIFIED FINANCIAL PLANNER® (CFP®) – Candidate
• Certified Student Loan Professional® (CSLP®)

Jacqueline is an Associate Planner with White Coat Planning. She made the pivot to financial planning after seven years in sales & trading, where she advised institutional and corporate clients on large-scale transactions across fixed income trading and commodities capital markets. With a passion for personal finance, she is well-aware of the complexities high earners face and enjoys helping clients understand their present financial circumstances to optimize for long-term financial independence.

Outside of work, she is an avid tennis player, hobby sustainable farmer, and U.S. history buff.

Jacqueline's best financial advice: Put every dollar to work so you can enjoy the fruits of your labor with ease and confidence.

• DePaul University, Certificate in Financial Planning
• Case Western Reserve University, B.S. in Chemical Engineering
• The University of Texas at Austin, M.S. in Chemical Engineering
• The University of Texas at Austin, Ph.D. in Chemical Engineering

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• Candidate for CFP® Certification
• Certified Student Loan Professional® (CSLP)

Carolyn is an Associate Planner with White Coat Planning. She made the pivot to financial planning after decades of experience as an engineer.  In her engineering career, she interacted with those seeking solutions, and she analyzed complex technical systems.  During two seasons as a volunteer tax preparer, she experienced the rewarding nature of using her financial knowledge to help clients.  She strives to educate clients as she guides them on their personal financial journey.

Outside of work, she enjoys swimming, reading, scrapbooking, and spending time with family and friends.

Carolyn's best financial advice: Understand your personal and family financial priorities, so that you can set meaningful goals.  Save early, so that you can be prepared for opportunities or changes in circumstances.

• University of Utah - Master of Accounting (MAcc)
• University of Southern California - Master of Public Health (MPH)
• Brigham Young University - B.S. in Exercise and Wellness

• Certified Public Accountant (CPA)
• Certified Financial Planner® (CFP®) – Candidate
• Certified Student Loan Professional® (CSLP)

Kya is an Associate Planner with White Coat Planning. She transitioned into financial planning after building a successful career as a Certified Public Accountant (CPA), where she worked with high-net-worth individuals and businesses of all sizes to navigate the ever-changing tax landscape and complex financial decisions. Her background in tax and accounting gives her a deep understanding of the financial challenges many professionals and business owners face, as well as the importance of creating thoughtful, long-term strategies. Kya is dedicated to helping clients better understand their financial lives so they can make informed decisions with greater clarity, confidence, and peace of mind. She believes financial planning should not only provide a roadmap for the future but also empower clients to feel more in control of their present.

Kya lives in Kennewick, WA with her husband, a radiation oncologist, and three children. As a family they enjoy international travel, hiking, camping, and sailing.

Kya’s best financial advice: Build a financial plan that supports both your future security and the life you want to live today because the best returns come from meaningful experiences, memorable travel, and time spent with the people you love.

• Liberty University – B.S. in Financial Planning

• Candidate for CFP® Certification
• Certified Student Loan Professional® (CSLP)

Kaylee Anderson is an Associate Planner with White Coat Planning. She began her career as a Branch Office Administrator for two years, where she gained extensive experience in portfolio management and developed a strong foundation in client service and financial operations. Kaylee is a graduate of Liberty University, where she earned her bachelor's degree in Financial Planning.

She is passionate about helping individuals achieve goals they once believed were out of reach. Kaylee is dedicated to guiding clients through their financial journeys with clarity and purpose, empowering them to make informed decisions and build confidence in their future.

Outside of work, Kaylee enjoys spending time outdoors and can often be found cheering on her fiance at his baseball games.

• Rutgers University - Doctorate of Pharmacy

• Candidate for CFP® Certification
• Certified Student Loan Professional® (CSLP)

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Wilson is an Associate Financial Planner with White Coat Planning. Wilson is a career changer from Pharmacy and a fellow White Coat Investor. Prior to joining WCP, he spent 18 years working in the Pharmaceutical Industry. Wilson is excited to bring experience from his corporate career spent translating research and clinical considerations to healthcare providers. He wants to help other individuals and families get their finances in order and lead their best lives.

Wilson’s best financial advice: Figuring out finances helps you focus on your most important resource, your time.

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• Kettering University - B.A. in Mechanical Engineering
• Wayne State University - Masters in Business Administration

• CERTIFIED FINANCIAL PLANNER (CFP) - Candidate
• Certified Student Loan Professional (CSLP) – Candidate

Victor brings a uniquely analytical perspective to the White Coat Planning team. Before moving into the world of finance, he spent over three decades as a Mechanical Engineer, a career that instilled in him a rigorous, detail-oriented approach to solving complex problems and understanding intricate systems.

Driven by a long-standing passion for personal finance and retirement strategy, Victor earned his MBA to combine his technical precision with a deeper purpose: helping people navigate their own paths to financial independence. He loves taking the "engineering mindset"—focusing on efficiency, reliability, and long-term planning—and applying it to the world of wealth management.

When he’s not at his desk, you’ll likely find Victor cheering on his favorite Detroit sports teams, hitting the slopes on a snowboard, or out on the water wake surfing. He’s also an enthusiast in the kitchen, always looking for a new recipe to master.

Victor's best financial advice: "Spend less than you earn - invest the surplus - avoid debt. Do simply this and you'll wind up rich" - JL Collins

• Iowa State University – Master of Family and Consumer Sciences in Financial Planning (MFCS), B.S in Marketing

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

Cole is a Lead Planner with White Coat Planning. Previously, Cole worked as a client portfolio manager, directly managing over $315 million in assets and developing deep understanding of portfolio construction and fiduciary investment management. He enjoys working with physicians and other high-income professionals to navigate complex financial circumstances and make informed, confident financial decisions. He specializes in building comprehensive plans that integrate investment management and long-term wealth planning.

Outside of work, Cole enjoys spending time with his wife, Mary Kate, a hematology/oncology fellow, and their son. He also keeps busy through travel, sports, and following his beloved Houston Astros.

Cole's best financial advice: The biggest edge there is in personal finance is having a plan for your next dollar.

• Brigham Young University – Idaho, B.A. in Business Management

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)
• Retirement Income Certified Professional® (RICP®)
• Chartered Special Needs Consultant® (ChSNC®)

Meredith is a Lead Planner with White Coat Planning. Meredith has an extensive background in the insurance industry, where she worked closely with retirees on Medicare planning, Social Security analysis, and long-term care protections. She is passionate about helping individuals piece together the puzzle of their financial roadmap. She strives to empower clients to fully understand their financial decisions and move forward with confidence and security, knowing that this work can bring peace of mind to other aspects of clients' lives as well.

Outside of work, Meredith is active in her community and enjoys time with her family, reading memoirs, playing tennis, and enjoying the great outdoors.

Meredith's best financial advice: Just as stocks pay dividends, so do our memories. Start investing early in your financial goals and in life experiences. Memory dividends will pay you for the rest of your life.

• University of the Incarnate Word – B.S. in Engineering Management

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

Robbie is a Lead Financial Planner with White Coat Planning. Prior to joining WCP, Robbie spent two years at Candidly, helping thousands of borrowers navigate and optimize their student loan repayment strategies. He has spent his career helping individuals and families navigate complex financial decisions, including student loan strategy, investment planning, and long-term wealth accumulation.

Outside of work, Robbie enjoys swimming, skiing, and spending time with his wife and their two cats.

Robbie's best financial advice: You can borrow for college, but you can't borrow for your retirement.

• University of Illinois at Urbana Champaign – Master of Business Administration (MBA), Master of Education (MEd)
• Yale School of Management – Executive Education in Investment Management

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)
• Certified Investment Management Analyst® (CIMA®)
• Retirement Income Certified Professional® (RICP®)
• Chartered Financial Consultant® (ChFC®)
• Chartered Life Underwriter® (CLU®)

Daniel is a Lead Planner with White Coat Planning. After a decade in corporate strategy and seven years in private banking, he joined the WCP team with the goal to provide objective, holistic planning that is valued by the WCI community. Daniel understands firsthand the financial complexities for families in academia and clinical medicine and is dedicated to helping medical and high-income professionals build wealth through disciplined, evidence-based strategies. He specializes in preserving high clinical earnings through durable strategies that provide a unified financial plan.

A Nashville resident, Daniel is married with two daughters. He and his wife are proud "Double Yale" parents, with their elder daughter now working in New York and their younger one headed to Yale this fall. Outside of work, Daniel enjoys hiking in the mountains with his family.

Daniel's best financial advice: Focus on what you can control. Keep fees low, manage taxes intentionally, and save consistently so that your career success becomes lifelong flexibility.

• University of Minnesota, Duluth - B.B.A. in Finance 

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• CFP - Certified Financial Planner 
• APMA - Accredited Portfolio Management Advisor
• Certified Student Loan Professional® (CSLP®)

Colin is a Lead Planner at White Coat Planning. He previously worked on a Private Wealth Management and Financial Planning team that served hundreds of families across generations with a wide range of financial circumstances. He focuses on helping physicians and other high-income professionals balance competing priorities-time, income, and long-term financial security. Colin enjoys creating clear, structured, and actionable financial plans tailored to each client's unique goals.

He lives in Portland, Oregon, where his wife is completing her general surgery residency. Outside of work, they enjoy spending time with their young son, exploring the local food scene, and hiking throughout the Pacific Northwest.

Colin's best piece of financial advice: A solid, written plan begins with your values and goals, then aligning resources accordingly. 

• Purdue University -- B.S. in Organizational Leadership and Supervision

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

Jahlyn is a lead planner at White Coat Planning. Prior to joining the White Coat family, Jahlyn worked as a financial planner for a summit-level RIA. He enjoys guiding individuals and families through their financial journey by working backwards - understanding their goals, identifying what they're doing and where they stand now, and then advising on any gaps or pitfalls that may exist in their financial plan.

As a recent Hawaii transplant, you can find Jahlyn out exploring, playing pickleball, or grilling on his Blackstone.

Jahlyn's Best Financial Advice: Success is never a single stroke of luck; it's the result of persistence that gets you through the initial barriers and consistency that keeps you on track.

•  Bentley University – B.S. in Finance

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

John-Luke is a Lead Planner with White Coat Planning. He joins the team from Goldman Sachs Ayco where he was a Financial Planner in Executive Wealth, working with current and former corporate executives on a team managing over $1B in AUM. There he helped clients navigate complex financial decisions spanning tax strategy and preparation, estate planning, insurance, and investments. He is passionate about bringing that same integrated approach to physicians, who face a uniquely demanding financial journey from student loans and delayed income to high earning years that require careful planning. As the partner of a fourth-year medical student, he has a personal connection to the medical community and insight on financial tradeoffs within.

Based in Boston, John-Luke enjoys staying active through running, hiking, golfing, and spending time on the water. He can often be found with a good book or experimenting with a new recipe.

John-Luke's best financial advice: Save first and always live a step below your means.

• Liberty University - Virginia, B.S. Business Administration & Financial Planning

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

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Brenda is a Lead Planner with White Coat Planning. Brenda has diverse experience in building financial plans for advisors across the country, working closely with airline pilots, and supporting other high-income and high-net-worth clients. She has developed an expertise in comprehensive financial planning and has a particular interest in the psychology of money. Brenda is adamant about listening to the unique aspects of a client’s story, and building not only a plan, but making sure the recommendations are truly aligned with their values and life goals.

Born and raised in Brazil and now living in Virginia, Brenda is married to a future paramedic and has two toddler boys. Outside of work, you will find her playing sports, reading a good book, and spending time with her family.

Brenda’s best financial advice: Hope for the best, prepare for the worst, and plan for the why.  

• Denison University, Bachelor of Science

• CERTIFIED FINANCIAL PLANNER® (CFP®)
• Certified Student Loan Professional® (CSLP®)

Cruse is a Lead Financial Planner and CFP® Certificant with White Coat Planning. Previously, Cruse worked as a Financial Consultant at a leading brokerage firm where he built and managed a financial planning practice of 200+ families with a combined $800 million in assets under management. He enjoys working with retirees, small business owners, and other high-income professionals to navigate complex tax, estate, and portfolio planning strategies.

In his free time Cruse enjoys visiting family in his native Wisconsin, weightlifting, and exploring the mountains and trails of North Georgia.

Cruse's best financial advice: Time in the market beats timing the market.

• University of Utah, Master of Accountancy (MAcc)
• Westminster University, B.A. in Accounting

• Certified Student Loan Professional® (CSLP®)

Andrew is the Lead Student Loan Planner with White Coat Planning, following the acquisition of StudentLoanAdvice.com. He previously co-founded StudentLoanAdvice.com with The White Coat Investor and has personally advised more than 3,000 households on navigating complex student loan decisions. Andrew specializes in helping borrowers evaluate repayment strategies within the broader context of tax planning, investing, and long-term wealth building. His approach combines technical precision with practical implementation.

Outside of work, Andrew describes himself as a student loan nerd and aspiring triathlete. He enjoys golfing, mountain biking, skiing, and spending time with his wife and three children.

Andrew's best financial advice: Take advantage of compound interest, the eighth wonder of the world.