Whitney Jelinek, MSFP, AAMS - Wealth Advisor

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Gillette, WY
Whitney Jelinek, MSFP, AAMS - Wealth Advisor

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Whitney has been a Financial Advisor since 2017. She became fully independent with CARE Private Wealth in '26

She holds a Master of Science in Family Financial Planning from Montana State University, Series 7 & 66 designations, and the AAMS® designation. Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com
CARE Private Wealth and the above firms are independent and non-affiliated.

11/14/2026

The most meaningful part of independence is something clients rarely see:

Your practice starts to feel like you.

Your values.
Your tone.
Your priorities.
Your mission.
Your way of caring for people.
Your way of communicating.
Your way of solving problems.

It’s not a corporate identity.
It’s a personal one.

Behind the scenes, independence becomes an extension of who you are — and that authenticity is something clients feel immediately.

11/13/2026

After ten weeks of exploring behavioral finance, it’s time to put the concepts into practice.
Below is the second question of a short quiz that demonstrates one of the most powerful ideas in decision‑making: the same outcome can feel completely different depending on whether it’s framed as a gain or a loss.
Let’s see how your instincts respond.

*There are no wrong answers*

Question 2 — The Bad Investment
You invested $1,000 and it didn’t go well.
Which outcome would you prefer?

C. A guaranteed loss of $750

D. A 25% chance to lose nothing and a 75% chance to lose the full $1,000

Next week we'll talk about your results!

11/13/2026

Kindness doesn’t have to be big to make a difference. A small gesture can change someone’s entire day.

11/12/2026

Ways to Meet With Whitney —
📞 Quick Phone Call (15 Minutes)

Have a quick question, update, or request? This short call is perfect for simple items that don’t require a full meeting.

Grab a quick call:
👉

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

11/11/2026

Honoring all who served — and remembering the sacrifices that shaped our journeys. Grateful to stand alongside fellow veterans today.

11/10/2026

Ways to Meet With Whitney —
🌟 New Client / Fit Meeting

If you’re exploring whether we’re the right long‑term fit, this meeting is for you.

We’ll talk through your goals, how I work, and what a partnership would look like — either in person or over Zoom.

Reserve your fit meeting:
👉

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

11/09/2026

It’s conference week! I’m headed to Philadelphia for our annual advisor conference — the first two days dedicated to women advisors, and the last two open to everyone.

Travel is an adventure this year: flights were over $400 cheaper out of Bozeman, so I’m road‑tripping to Montana and turning it into a bonus visit with my parents — one night (last night) on the way there, one on the way back.

I’ll be out of office while traveling and attending sessions, but client support remains fully available. I’ll be checking messages between events and will respond as soon as I’m able.

11/08/2026

11/07/2026

Ways to Meet With Whitney —

💻 Zoom Planning Session (45 Minutes)

A focused virtual standard planning meeting designed to keep your financial strategy moving forward. Perfect for planning conversations, updates, or questions you’d like to walk through together.

If you need something more specific, additional meeting types are available.

Schedule your Zoom meeting:

Welcome to my scheduling page. Please follow the instructions to add an event to my calendar.

11/06/2026

Friday Finance Focus:
We’ve spent the last ten weeks breaking down the subtle biases that nudge our financial decisions. Now it’s your turn.

This quick two‑question quiz (split over this week and next week) shows how your instincts line up with the patterns we’ve been talking about — and how the way a choice is framed can change what feels right.

First question: *There is no wrong answer*
Which would you choose?

Scenario: You’re holding a ticket in a charity raffle with a $1,000 grand prize.

Options:

A. A guaranteed payout of $250

B. A 25% chance to win $1,000 and a 75% chance to win $0

Address

1001 S. Douglas Highway, Suite B6
Gillette, WY
82716

Telephone

+13076708029

Website

https://www.linkedin.com/in/whitney-jelinek, https://calendly.com/wjelinek-careprivatewealth

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