Whalen knows every clients’ vision for success is different; but no matter what it looks like, he’s heavily invested in helping you achieve it. He’s passionate about ensuring no client feels alone in the retirement planning process and strives to be with you every step of the way.
Pragmatic and analytical, Whalen excels at effectively communicating difficult concepts. Motivated to deliver peace of mind to every client he serves, he relishes the opportunity to alleviate worry by helping retirees protect their assets.
Whalen holds a B.A. in Political Science from Kenyon College and a B.S. in Marketing from Franklin University. He and his wife, Lora, have two children– Abby and Andrew– and a dog named Reese. Outside of the office, Whalen enjoys his close-knit community, visiting friends and family, and coaching youth soccer.