Whittle Coaching

As a society, we've overcomplicated everything about how to build muscle and lose fat. I'm on a mission to change that. Using a science-based approach, I will help you build your best physique by using fitness and nutrition fundamentals to make it simple.

After gaining 20 lbs of muscle and losing 43 pounds myself, I realized how simple it truly is. Allow me to help you come to the same realization 💪

Fitness & Nutrition Coach

PrivateAuto

Chief Marketing Officer

Head of Marketing

Everyday Intrapreneurs

Created a podcast chatting with everyday employees about what makes them entrepreneurs inside of their organizations.
Started a weekly newsletter with intrapreneurship tips for employees wanting to develop their skills.

Creator

Arctic Blue Diamonds

Consulted on marketing strategy.
●	Grew website traffic by 1,000+%, starting from below 100 visitors.
●	Increased content library from 10 pieces to over 200 pieces of content.

Director of Marketing

Gibson Brands, Inc.

Worked with internal and external teams to build digital marketing activities from the ground up.
Notable achievements include:
●	Created and executed a digital marketing strategy that grew e-commerce sales by 58% YoY.
●	Kicked off social commerce and grew it by 240%
●	Developed a new way of goal tracking and reporting to assess progress and celebrate success.
●	Implemented new tools and processes that saved 100+ company hours each week.

Digital Marketing Manager

Suunto

Oversaw and defined the strategy development, implementation, and analysis for marketing within the Americas region.
Notable achievements include:
●	Worked cross-functionally to create a new brand strategy that grew top 10 accounts by 41%.
●	Grew online traffic by 20% and reach by 40% for our direct-to-consumer channel.
●	Spearheaded the creation of the global brand calendar to meet both global and local market needs.
●	Grew local marketing team and assisted in their development to exceed yearly KPIs.
●	Helped to build the Future Leaders program developing high-potential employees for future leadership roles.

Senior Marketing Manager, Americas

Regional Brand Manager, Americas

Regional Marketing Specialist

Salomon

Assisted in strategy implementation of when, where, how, and for how much to sell Salomon Footwear.
Notable achievements include:
●	Developed new tools and processes that helped grow Salomon from #4 to #2 in category market share.
●	Created a new commercial channel, boosting category sales by 20%.
●	Implemented a new reporting structure to highlight opportunities that contributed to a sales increase of 14%.

Commercial Associate

Amer Sports Corporation

In-Store Marketing for the sports brands Salomon, Suunto, Atomic, and Mavic in the Americas.

In-Store Experience Associate, Americas

Marketing Intern

The Bucket List Life

Helping make The Bucket List Life a worldwide brand, responsible for Utah, and managing the Twitter accounts

Our Mission:
"Help others create a sustainable lifestyle from their passions."

Start your journey today -> http://thebucketlistlife.com/

You’ll discover what you’re passionate about, achieve financial & time freedom, and learn how to live your bucket list life while helping others do the same.

Ambassador and Twitter Destroyer

PrivateAuto.com 🚗 | Complete the Deal Yourself

At the ripe old age of 33, I changed careers. After a journey from an overweight burnt-out runner to the bodybuilding stage, I realized we've overcomplicated fitness & nutrition as a society. Now I'm on a mission to fix that.

If you want to build muscle and/or lose fat to obtain your best physique, working with me is the best chance you have to get there.

Here's what you can expect:
💪 Initial Consultation: We’ll kick things off with a call to discuss your goals, schedule, and any other relevant details to ensure a personalized approach.
💪 Custom Workout Plan: You’ll receive a workout program specifically crafted to match your individual goals and fitness level.
💪 Ongoing Nutrition Support: I’ll provide you with macronutrient targets to attain your goals, as well as provide additional things you may need, such as high-protein meal ideas or grocery list ideas.
💪 Weekly Video Check-Ins: Live video sessions each week to track your progress and make any necessary adjustments to your plan.

My DMs are open to any questions you have about fitness & nutrition. I'm here to help 😊

Caleb Whittle 💭

Cornerstone Advisory Group

• Prepared and participated in 50+ client reviews quarterly, organizing investments, insurance, and 401ks

• Managed ~100 monthly service tasks and executed trades with 99% accuracy

• Co-led EOS implementation firmwide, improving issue resolution 30% and team communication 55%

• Built 30+ Holistiplan tax projections and 40+ MoneyGuidePro financial plans to support client strategies

• Trained 5 team members on Redtail, Albridge, Riskalyze, Holistiplan, and end-to-end meeting prep

• Presented at 4 company book clubs to foster professional growth and strengthen team engagement

Planning Associate

XY Planning Network

• Prepared 100+ individual tax returns across 44 states, ensuring accuracy and compliance

• Authored 5 tax-focused blog articles generating thousands of views from clients, advisors, and prospects

• Developed SOPs, training documents, and videos to streamline the tax workpaper process

• Presented efficiency improvements at tax team retreat to drive process adoption and scalability

Tax Specialist

Tax Intern

• Saved management up to 20% of workday time by quickly and accurately performing deposit reconciliations for membership billing using QuickBooks Online, Stripe, and Canopy

• Relieved bottlenecks by efficiently reviewing and processing invoices in Concur to expedite accounts payable functions with a 50% faster turnaround time

• Revised the Concur vendor list and updated Stripe subscriptions to present accurate, up-to-date information to assist the Finance Team's transition to NetSuite software

Finance Intern

HTSG CPAs + Advisors LLC

• Processed bookkeeping, reconciliations, and journal entries for 30+ business clients in Accounting CS

• Compiled 45+ business financials to support tax compliance and preparation

• Managed social media strategy, increasing engagement 600% and search visibility 300%

• Prepared and assembled quarterly payroll reports, ensuring timely completion to satisfy IRS deadlines

Accounting Intern

Self Employed

• Operated the business with financial literacy and self-marketing, generating a net profit of $15,000 and filing a 1040 tax return which included the 1099 form for Non-Employee Compensation on Schedule C

Nanny

At Home Group Inc.

• Improved store appearance by implementing organizational skills and attention to detail, resulting in a more effective workspace and better customer experience

• Implemented ideas by taking initiative, facilitating a 25% increase in employee productivity and a 50% higher customer satisfaction rate, driving ratings from 3 to 4 stars

Customer Support Associate

Dunkin' Donuts / Legacy Concepts, LLC

• Processed 50+ transactions an hour in a fast-paced environment, demonstrating strong financial aptitude and accuracy while producing transactional efficiency

• Engaged positively with customers through exceptional interpersonal skills, creating relationships with 10 key regulars and providing effective conflict resolution to ensure 100% retention rate

Cashier

"The word accounting comes from the word accountability. If you are going to be rich, you need to be accountable for your money."  -Robert Kiyosaki

Hi there! I'm a Planning Associate & Staff Accountant at Cornerstone Advisory Group, where I combine tax expertise, planning support, and process improvement to deliver an exceptional client experience.

Here's a little about me:

🎓 Education & Credentials -
      • Bachelor's in Applied Business Management
      • Certificate in Accounting
      • Enrolled Agent
      • Series 7 & 66 Securities Registrations
      • Life, Accident, & Health Insurance Producer

💼 Professional Highlights -
      • Client Servicing
      • Trade Execution
      • Client Meetings - Prep, Notes, & Follow-Up + Tax Intakes
      • Tax Prep, Reviews, & Projections
      • Process Development, Standardization, & Improvement
      • Service Models & Client Materials
      • Business Tax Compilations

🌞 Personal Values:
      • Growth is the goal. Learning is the path. #1 thing to know about me → I'm a lifelong learner.
      • Do the right thing, every time. Own your work.
      • Set goals. Smash goals. Repeat.
      • Win the day. Win your life. Small wins fuel big victories.
      • Teamwork makes the dream work—and I’m all in.
      • Gratitude isn't a moment. It's a mindset.
      • Always put first things first. The rest will follow.

📚 In My Free Time:
      • Home workouts, books, & binge-worthy TV shows
      • Quality time with my hubby & 3 kiddos

Investment Advisor Representatives offering Securities and Advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Cetera does not provide or supervise tax, accounting, or legal services.

Cornerstone Financial Advisors
1858 E. 1st Street
Idaho Falls, ID 83401
208.529.6643
alli@meetcornerstone.com

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The Battle

Caleb Whittle 💭

Alli Whittle, EA

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