Kami Whisler

Kami Whisler is an Operations Associate at Ironwood Investment Counsel, LLC in Scottsdale, Arizona, where she supports the firm's investment and wealth management operations for a diverse clientele, including individuals, families, foundations, trusts, and retirement plans. With over 20 years of experience in the securities industry, Kami has held roles at Prudential Financial and PaineWebber before joining Ironwood, and has served in administrative and executive assistant capacities at other financial firms.

At Ironwood, she is primarily involved in operational and administrative functions, facilitating the delivery of client services and supporting advisors in implementing investment strategies. The firm broadly covers comprehensive wealth management, emphasizing tax-efficient investing, estate planning, and diversified portfolios across public equities, fixed income, and retirement assets.

Kami’s expertise is grounded in practical experience rather than formal academic credentials, and she is recognized for her proficiency in securities operations and her contribution to the smooth execution of investment processes. Her commitment to client service helps ensure the consistency and integrity of Ironwood’s portfolio management and client experience.