Bob White, CWS®

Bob combines his extensive financial and business background with his knowledge of
personal and business planning to develop financial strategies to meet the needs of
our clients. He has spent over 35 years in business management and financial
services. You will find that Bob is extremely dedicated to his clients and the
communities he serves. He holds Series 7 and 66 licenses in 39 states as well as a Montana Insurance License.

Through over 20 years with D.A. Davidson, Bob has built a Wealth Management practice, WhitePeak Wealth Management, serving a diverse clientele of individuals and institutions. Bob and his team of financial professionals are committed to educating businesses and individuals on the importance of sound financial management. He stresses a disciplined, long-term process required for success. He is well known for his “Bucket Theory” of managing financial risk.

His commitment to service stretches throughout numerous organizations and boards.
Past service includes Director and Investment Committee Chairman for the Kalispell
Regional Healthcare Board, Chairman of the Kalispell Regional Healthcare Foundation, President of Northridge Lutheran Church, Kalispell Community Center, Flathead Youth Foundation and Samaritan House, a local homeless shelter. Bob is a native Montanan, was raised in the Flathead Valley and returned with his family as a seasoned professional in finance. He received his BA degree with honors in Economics from the University of Montana.

He lives near Kalispell with his wife, Laura and daughter Victoria, who all enjoy what Western Montana has to offer including skiing, hiking, and summers on the lake.