Jeffrey Wherry, CFP®, ChFC®, AIF®

Director of Planning and Research, Managing Director

New Castle, PA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Chartered Financial Consultant®
  • Accredited Investment Fiduciary®

 

Work Experience 

  • Joined MAI in 2024
  • Previously worked at Treloar & Heisel where he formed the wealth management department, helping dental clients navigate financial decisions since 1986

 

Life Outside of MAI 

  • Has served as a youth soccer coach, President of cross country and volleyball booster clubs, a church elder, in the Lions Club, and has been active in the spinal cord injury community

 

Education

  • Indiana University of Pennsylvania, Bachelor’s Degree

 

We look forward to learning about your financial goals.

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