Dallas Lee Whittaker

Dallas Lee Whittaker, CFP®, CMFC®, CLU®
Senior Vice President
(217) 547-1371

Dallas has over 20 years of experience in all areas of wealth management and financial services. He is passionate about adding value to the lives of his clients through education and addressing their financial goals in a collaborative manner. With a deep knowledge of insurance which is an added benefit when doing financial planning, Dallas is an asset to our clients and the Marine Bank Wealth Management team.

Dallas is a CERTIFIED FINANCIAL PLANNER™ professional and currently holds a Chartered Mutual Fund Counselor designation awarded through the College for Financial Planning and a Chartered Life Underwriter designation through the American College. As Senior Vice President of the Marine Bank Wealth Management Department, Dallas focuses on comprehensive financial planning to help individuals and businesses achieve peace of mind in their financial lives with an emphasis on retirement strategies, legacy planning, and generational wealth management.



Investments are subject to risk, including loss of principal. Investments are not deposits of or guaranteed by Marine Bank, and are not insured by the FDIC.