J.D. White CFP®, CRPC®, AWMA®, AAMS®
I believe that it’s important to know whom you are working with on a personal level. I want you to know what drives me to be my best.
I was raised by a single mother from the age 1 to adulthood. She was a teacher and we spent most of our time driving to different sports that I participated in. When I was about 15 years of age, I narrowed my focus to one sport: swimming. My goal was to earn a scholarship so that I could pursue a college education. We did not have a lot of funding saved for college and I knew that if I worked hard enough, I could earn an education somewhere. I was able to win 5 state titles here in Colorado (5A) swimming for Longmont High School and was a 9-time All-American. I was also named “5A Swimmer of the Year” my senior year. I was pursued by over 30 Division-I schools and chose a full-ride scholarship offer to swim at Southern Methodist University (Dallas, Texas). I swam there all 4 years and was named a co-captain of the team my senior year. I was able to graduate with a Bachelor of Science degree in Real Estate Finance from the Cox School of Business.
From there, I moved back to Colorado and obtained my real estate license. I co-owned a company with my mother for several years during the recession before shifting into my current role. In 2011 I started my career with a large corporate firm, where I grew my business and learned. Early in 2017, I transitioned to LPL Financial as an Independent Financial Advisor.
My goal is to leave my community in a better financial position than when I started. I put a lot of time into my personal growth and education, as I believe it benefits our clients. I was born in Boulder, grew up in Longmont, and currently reside in Broomfield. I live with my beautiful wife Mary, our 8-year-old son Reagan, and our dog Rory. We stay very busy with Reagan’s sports and spending as much time outside as we can. I also recently started swimming again with a Master’s team located here in Broomfield and have been enjoying some time back in the pool!
CRPC® conferred by the College for Financial Planning
