Dallas W. Coffman

Dallas W. Coffman, CLU®, ChFC®, EA, CFP® is the Founder and Managing Member of Whitman Financial Services, LLC, where comprehensive wealth management and complex tax planning are offered. With extensive experience since June 1983, Dallas holds various financial designations and serves as a General Securities Representative and Branch Manager through LPL Financial. In addition to being a Commissioner for the CFP Board's Disciplinary and Ethics Commission, Dallas is actively involved in educating future planners as a former adjunct faculty member at multiple institutions and hosts national financial education sessions for various organizations. Community engagement includes leadership roles with the National Ski Patrol and financial oversight for the Town of North Reading, Massachusetts. Educational background includes degrees in marketing management and financial planning from notable institutions.