Broker Check

Team

Joe Barwick

Partner

612-746-2264

jbarwick@whitecoatwealthadvisors.com

Our sole purpose is to educate and inspire new and established physicians; to help them protect, preserve, and grow everything they have worked so hard to achieve. They can then have an unwavering feeling of financial confidence.

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Donald Beattie, CFP (R)

Partner

512-271-3799

512-895-9888

donald_beattie@glic.com

Having a keen understanding and unique perspective of the uncommon challenges that young medical professionals face, Donny specializes in the custom design and implementation of financial strategies and protection planing exclusive to...

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Bryanna Gerlach

Account Executive

612-746-2312

Like many people, physicians are busy. Free time is a luxury that doesn't come around very often. Our aim is to communicate as effectively and efficiently as possible. We do so with clear, concise, and meaningful interaction.

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