Our Staff

Richard “Rick” Sanford, II

President/Portfolio Manager

Rick has been employed in the investment industry personally managing client assets since 1997. Prior to joining Whitener Capital, Rick spent six years as an investment broker with a major investment firm. Rick graduated from East Carolina University earning a BA in Economics and MBA with a concentration in Finance. Rick has served as Treasurer for the Down East Partnership for Children. He has served on the boards of the Futrell-Mauldin Community Foundation and the Wilson Youth Soccer Association. Rick lives in Red Oak, NC, with his wife Kimberly C. Sanford, CPA and their son, Evan.

FORM ADV PART 2B

Linda C. Daniels

Senior Vice President

Linda has been part of the WCM team since 1990. She previously served as Vice President and Funds Management Coordinator of Peoples Bank & Trust Company where she worked for fifteen years. Linda graduated from North Carolina Wesleyan College with a BS in Business Administration.

Sean M. Gilsenan, CFP®

Financial Advisor

Sean M. Gilsenan, CFP® has helped his clients define and achieve their financial and investment goals for over 20 years. Sean's primary focus is ensuring a dependable income stream for each client's retirement. Through consulting and interactive discussion, Sean steadfastly guides his clients to a unique and secure plan for each situation. Sean also specializes in small business retirement plans such as 401(k)s, SEP IRAs, SIMPLE IRAs, and defined benefit pension plans. Sean earned his Baccalaureate Degree in Accounting at East Carolina University. Sean currently lives with his wife, Alicia, and his two children in Cary, NC.

FORM ADV PART 2B

Angela R. Hill

Vice President/Trader

Angela is a native of Edgecombe County and received her Business Certificate from Mt. Olive College. She was employed with Peoples Bank & Trust Co. and its successors, Centura Bank and RBC Centura, for over twenty years. She served these institutions in the Corporate Services as well as in funds and asset management positions.

Our Staff

Richard “Rick” Sanford, II

President/Portfolio Manager

Linda C. Daniels

Senior Vice President

Sean M. Gilsenan, CFP®

Financial Advisor

Angela R. Hill

Vice President/Trader

Katrina Jones

Administrative Assistant

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Quick Message

You are here

Our Staff

Richard “Rick” Sanford, II

President/Portfolio Manager

Linda C. Daniels

Senior Vice President

Sean M. Gilsenan, CFP®

Financial Advisor

Angela R. Hill

Vice President/Trader

Katrina Jones

Administrative Assistant

Contact Us

Don't hesitate to get in touch with us.We would love the opportunity to become your trusted advisor.

Get to know us

Quick Message

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.