Select a Tool

Client Portal




Quickbooks Online


Meet Whitney Volz

Whitney Volz has been with Sachatta Callahan as an administrator since 2018.

How did you come to work at Sachetta Callahan?

I actually had a relationship with the Callahan family prior to coming to work with the firm.  Mike and his wife, Danielle, were early clients in my interior design company.  When Mike was hiring for someone for the office, he considered me to come in to interview.  I work full time during tax season, and part-time otherwise. 

What’s your favorite thing about working at the firm?

Whitney Volz

It’s like one big family.  Truly.  It’s not just something they “say”, it’s the way everybody makes you feel.  We look out for each other and support each other.   The environment here makes me feel like clients are connected to us as an extension of the family, which is lovely because in my role I talk with many people each day.

What’s special about your Sachetta Callahan clients?

Even with everything that is going on in the world, everyone is just so kind, and patient.  That’s a testament to the people who started the firm and the kinds of people who want to be around them.  My interactions with clients are so positive.  We know and inquire about each other’s families after meeting just once. 

What’s your life like outside the office?

Whitney Volz

I am a mom first and foremost.  I have two sons; a freshmen and 5th grader, who is excited about being the oldest grade in his school in Andover.  I own an interior design business in Andover which is mostly growing by word-of-mouth.  I’m a runner.  People think I’m crazy for getting up early to run.  I think “what a great thing I did for myself today to fuel myself.”  I enjoy spending time with friends and enjoying life.  

Do you have a work/life philosophy?

Work before play. I have a strong work ethic, which is sometimes more of a curse than a blessing.  That said, I definitely find time for fun. I want my kids to learn that too. 

Do what truly makes you happy and fulfilled because that’s the true meaning of success.  I took a hobby of redecorating for my own home and my friends’ homes and turned that passion into a business.  Personal happiness comes from yourself, no one else can create it for you. 

Share a piece of professional advice most people could benefit from?

Two things:

  1. Never assume. 
  2. What you say, you do.  

How did you end up in the field?

It’s funny because I worked for Wellington Management before having children.  I was an events planner, so I did the fun part of a very serious business.  I think in some ways I do that here too.  I think my relationship development skills help clients and I can add some of the creative side to a very analytical based business. 

We’re pleased to announce a growth merger with Wealth Management Advisors, effective January 1, 2022.

Learn more about what to expect.