Phil Whitehead, CPA, CFP®, CExP™, Janesville Market President
2525 Milton Avenue, Suite 100 | Janesville, WI 53545
Direct: 608.713.1997 | Cell: 608.290.8227 | Toll-free: 800.209.2616 Ext. 3503
Connect with Phil on LinkedIn
Areas of Expertise
- Risk Management
- Business Acquisition
- Lean Principles
- Campgrounds & RV Park Financing
- Succession Planning
Years of Experience
Phil carries nearly three decades of expertise and proficiency in developing commercial banking relationships aided not only by his years of experience in the industry, but also by being a licensed CPA and Certified Financial Planner.
He knows the southern Wisconsin region intimately, having spent a majority of his banking career working and living in Rock County. He has a long history of helping clients develop their business to its fullest potential by providing solid advice and banking services geared to attaining specific goals.
Phil earned a Master of Science Degree with an emphasis in Accounting and a Bachelor of Business Administration Degree with an emphasis in Marketing from UW - Whitewater. He received an Associate Degree from UW - Rock County.
Civic involvement has always been one of Phil's priorities. His volunteer efforts include a Board membership with the Blackhawk Technical College Foundation and SSM St. Mary's Janesville Hospital Foundation. In addition, he is a member of the Janesville Kiwanis Club and Downtown Janesville Incorporation. Phil formerly served as Board member for Forward Janesville, the Junior Achievement Board of Rock County and the Green County Development Corporation.
Hobbies and Interests
Currently living in Janesville, Phil and his wife, Lisa, have lived in the Janesville/Milton area for the past 15+ years, where they raised their four children and enjoy spending family time.
Phil has partnered with WBD and loan officer Nick Drewsen on ten or more projects totaling nearly $24 million, earning Phil the recognition of Elite Leader with WBD!
“Phil Whitehead and Blackhawk Bank have been really great to work with. Once Phil understood the 504 Program and benefits, he leveraged that knowledge to help grow the bank by targeting a specific industry that was in growth mode. Despite a lot of road miles for site visits he always has a smile on his face and is passionate about helping small business owners,” Nick said. Congratulations, Phil!