Back to Articles

Articles

Congratulations Hannah Whatley, CFP® - Value in Action Award Winner


11.08.2024

Congratulations to Hannah Whatley, CFP®, AIF® on being the most recent RK “Values in Action” award winner.

RK initiated this award to recognize those in our organization who best reflect the Core Values we want reflected with our co-workers, clients, and community.

The award was voted on by everyone on the RK team.

RK core values are:

Relationship: We build and value long-term relationships.

Trust: We build and maintain trusted partnerships internally and externally.

Excellence: We exhibit a strong work ethic combined with a deep technical expertise and the ability to simplify complexity.

Service: We serve team members and clients well.

Attitude: We demonstrate a positive attitude daily.

Congratulations to Hannah for this well-deserved recognition.

To learn more, contact us at Rather & Kittrell.

More From

Balancing College Savings, Retirement, and Lifestyle Goals
Balance college savings, retirement, and lifestyle with a clear plan—learn how to prioritize goals and make smarter financial tradeoffs.

View Article
How Donor-Advised Funds Can Support Your Legacy
Donor-advised funds offer tax-efficient, flexible giving—learn how they support long-term philanthropy, legacy planning, and smarter charitable strategy.

View Article
Don't Get April Fooled!
Named beneficiaries override Wills and Trusts. Learn why reviewing your designations after major life changes protects the people you care about most.

View Article
Tax Planning: Windshield or Rearview Mirror?
Filing your taxes and planning your taxes are not the same thing. Learn how forward-looking tax strategies can reduce what you owe over time.

View Article