Meet Our Team

Stefan Whitwell

CEO & Licensed Agent

CFA® | CIPM®

Stefan Whitwell is the CEO and Chief Investment Officer of Whitwell & Co., where he helps entrepreneurs and families align health, wealth, and purpose, from complex tax and alternative investing to getting a business ready to sell. Stefan cut his teeth in M&A at firms like Goldman Sachs and Credit Suisse in New York, London, Hong Kong, and Tokyo.

Tracy Dibble

Chief Operating Officer

EA | MST

Tracy oversees daily operations at Living Prepared, ensuring clients receive timely, well-coordinated service across insurance, annuity, and tax planning. As an Enrolled Agent with a Master of Science in Taxation, Tracy brings deep tax expertise that strengthens every protection strategy.

Susie Perry

Senior Advisor

CFP®

Susie Perry brings more than 30 years of financial services experience to Living Prepared, where she helps clients weigh insurance and annuity strategies as part of their broader retirement and family plans. Much of her career has centered on financial planning, and several years at a CPA firm concentrating on tax work continue to inform how she brings tax awareness into every protection strategy.

Ian Crane

Financial Analyst

Ian supports the Living Prepared team with research, case preparation, and analysis that underpins insurance and annuity recommendations. Raised in Austin, Texas, Ian developed an early interest in finance through his father’s career in the financial sector and is focused on helping his generation build financial literacy and reach financial independence sooner.