Whitney Schaefer brings a well-rounded background in financial services and client relations to her role as a Commercial Account Executive at The Allen Thomas Group. She began her career in retail banking before transitioning into the investment division, where she supported three investment representatives across 14 branches. This early experience built a strong foundation in client service, financial strategy, and relationship management.

After taking time away from her corporate career to focus on family, Whitney stayed actively engaged in a professional capacity as an event manager at a local brewery. In that role, she successfully planned and executed a wide range of events — from weddings to large-scale celebrations — further sharpening her organizational skills and attention to detail.

When she returned to the financial services industry, Whitney explored both investment and insurance paths before discovering her passion for commercial insurance. Starting in a client service role, she quickly advanced into her current position, where she specializes in helping small business owners navigate their coverage needs with clarity and confidence. Her combined experience in banking and working closely with business clients allows her to take a thoughtful, well-informed approach to protecting what matters most to her clients.

Whitney is a proud alumna of The Ohio State University. Outside of work, she enjoys spending time with her family and their two dogs.