Jeffrey Wherry, CFP®, ChFC®, AIF®

Designations

• CERTIFIED FINANCIAL PLANNER^® professional¹
• 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

¹Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.