Dallas W. Coffman

Dallas W. Coffman, CLU®, ChFC®, EA, CFP®, is the Founder and Managing Member of Whitman Financial Services, LLC, where Dallas has been providing comprehensive wealth management, investment management, tax planning, and financial consulting services since June 1983. In addition to roles at LPL Financial as a General Securities Representative and Branch Manager, Dallas has served as a Commissioner on the Disciplinary and Ethics Commission for the CFP Board and is an active national speaker on various financial topics. Involvement extends to numerous educational institutions as a former adjunct faculty member, and significant contributions to the National Ski Patrol in multiple leadership roles. Dallas holds a B.S. in Marketing Management from Bentley University and multiple professional designations in financial planning.