Get to know J.D. White, President and Wealth Manager at White Hawk Wealth Management in Broomfield, Colorado. In this personal introduction, J.D. shares his unique journey into wealth management – from being raised by a single mother and not understanding basic investment concepts like IRAs and 401ks, to graduating from SMU with a real estate finance degree and eventually finding his calling after seeking financial help himself. J.D. discusses his family life with wife Mary, son Reagan, and puppy Rory, while also showcasing his creative side through his love of painting and his favorite “Fun Shoe Friday” Air Jordans with paint splatters. He explains what drives him most: helping clients live their best lives and seeing them achieve their dreams, finding deep gratification in knowing he played a part in their success.
The Retirement Cheat Code
Who is JD White?
About the Author
J.D. White
J.D. has been guiding high net worth clients to, and through, retirement since early 2011. He believes in educating his clients to understand all the difficult language around retirement so they can move into a life where they don’t have to work, unless they WANT to!Prior to founding White Hawk Wealth Management, J.D. was a Financial Advisor at Edward Jones. In 2017, J.D. decided to become an Independent Wealth Manager and created White Hawk Wealth Management. Prior to that he owned 2 different residential real estate companies and negotiated over $12 million worth of short sales in 2008 (earning him “Rookie of the Year” for the Longmont Board of Realtors).A graduate of Southern Methodist University, J.D.’s credentials include a CFP® as well as holding the AWMA® (Accredited Wealth Management Advisor), CRPC® (Chartered Retirement Planning Counselor), and AAMS® (Accredited Asset Management Specialist) designations from the College for Financial Planning.
