Our Personal Advisors | Whitmore Wealth Management

Our Personal Advisors

Friendly, local guidance for auto loans, personal term loans, and home equity — with advice that fits your goals.

Jordan Avery

Senior Consumer Banker — Based in Washington, DC

Jordan has helped families and first-time borrowers for more than a decade. Clients value his clear, plain-language explanations and repayment plans that stay comfortable over time. At WWM, Jordan specializes in auto loans and personal term loans.

Focus areas

  • Auto purchases and refinance
  • Debt consolidation strategies
  • Credit-building tips for new borrowers

Chris Nguyen

Loan Advisor — Serving clients nationwide (remote & branch support)

Chris brings a calm, step-by-step approach to lending. Whether you’re upgrading a car or using your equity for a renovation, he lays out timelines, documents, and costs so there are no surprises.

Focus areas

  • Rate comparisons and term selection
  • Pre-qualification and documentation checklists
  • Loan payoff optimization

Taylor Bennett

Home Equity & HELOC Specialist

Taylor helps homeowners turn equity into flexible financing — for remodeling, tuition, or a safety cushion. Clients appreciate Taylor’s side-by-side comparisons of fixed and variable options.

Focus areas

  • HELOC vs. fixed-rate home equity loans
  • Draw periods, rate caps, and repayment planning
  • Budget-friendly renovation financing

Evelyn Ramos

Consumer Lending Officer — Bilingual (English / Spanish)

Evelyn is known for quick responses and practical guidance. She matches payment schedules to real-life cash flow, especially for growing families and new professionals.

Focus areas

  • Personal term loans & emergencies
  • Cash-flow aligned repayments
  • Credit coaching en español

Nathan Pierce

Senior Advisor — Savings & Certificates

Nathan helps clients balance short-term goals with long-term savings. From building an emergency fund to selecting CD terms, he focuses on simple steps that compound over time.

Focus areas

  • Statement Savings & Money Market
  • CD laddering strategies
  • Goal-based savings plans