At Whelan Financial, you can trust that you’re working with a team of financial advisors and planners who are focused on securing your financial future.
Vincent J. Whelan, CFP®
Founder & President, Senior Advisor
B.A. Sociology, College of the Holy Cross, 1972
Vin founded Whelan Financial in 1988 and continues to be the heart and soul behind the firm’s culture. Leading under the notion “creative thinking first, critical thinking second,” Vin perpetuates forward movement. His affinity for change, paired with his steadfast determination, creates an environment where visions come to fruition. While the firm continues to grow under his leadership, the core governing principle has remained the same: our clients’ needs come before our own.
Portia L. White, CFP®
Vice President, Partner, Senior Advisor
B.A. Philosophy, California State University Fresno, 2004 (Summa Cum Laude)
Portia, Vice President and Partner, came to Whelan Financial in 2004 with an insatiable willingness to learn, and has maintained that spirit throughout her tenure. With over a decade of experience, Portia continues to push the envelope in financial planning, extensively studying Social Security and Medicare planning.
She is deeply dedicated to the well-being of her clients and works diligently to ensure that their financial needs are met. A natural leader and mentor, Portia has been instrumental in the mentorship of up-and-coming team members, as well as an active mentor in the Fresno community. She is a wellspring of energy that has brought about a new level of service and financial planning to this practice.
Taylor J. Whelan, CFP®
Investment Advisor Representative
B.A. Philosophy, Santa Clara University, 2008
At Whelan Financial, we aim to hire and retain elite Fresno talent. Having recruited Taylor as an advisor is one of our most proud accomplishments. Taylor came to us from Wellington Management in Boston, and with his years of experience, immediately impacted the firm. His integrity, remarkable financial aptitude, and limitless positivity have helped to propel Whelan Financial forward.
When Taylor isn’t meeting with his own clients, he is instrumental in business development, conducting investment research, and advancing our technology. His genuine enjoyment in helping each client is only matched by his enthusiasm for the growth of our firm.
Stephen C. Detweiler
Investment Advisor Representative
B.A. Mathematics, California State University, Fresno 2009
With a background in mathematics, Stephen’s analytical mind and ability to grasp and apply complex data continues to be an invaluable asset to Whelan Financial. Our clients are drawn to Stephen. His unfaltering dedication and ability to pare down complex topics into clear and concise bits of information demonstrate both heart and mental fortitude. Stephen’s abilities have earned him respect from both clients and peers alike.
When Stephen is not meeting with his own clients or studying for his Certified Financial Planner™ certification, he oversees day-to-day trading operations and is integral in providing research in the areas of investment and financial planning. Stephen’s exceptional work ethic is matched only by his efforts to provide clients with the advice they need to confidently move forward in their financial endeavors.
Jennie Andrade, RP®
To say that Jennie is a treasure to Whelan Financial only begins to describe her value. Her dedication, hard work, humility and selfless spirit are integral to the operations and growth of Whelan Financial. Jennie started as a receptionist and has advanced to our much-needed and highly-valued office manager. She has adopted as her own the Whelan Financial culture, our standards and our commitments. Despite the challenges of an ever-changing and extensive workload, Jennie meets each task with diligent focus and careful attention.
Kasandra A. Silva
Client Services Coordinator
B.A. Communications, Westmont College, 2011, (Cum Laude)
Kasandra began working for Whelan Financial in 2012. It didn’t take long for her unique blend of intelligence, integrity and energy to shine bright. Kasandra has shown mastery in her approach for even the most complex client service issues and is a great mentor to others on the Client Services team. Kasandra is the embodiment of the Whelan Financial culture with a client first mentality and the drive to be the best.
She has many responsibilities and has shown an uncanny ability to handle everything that is thrown her way. Serving primarily as a manager for the Client Services team, Kasandra also has a hand in all client and prospect facing materials. Kasandra has a special connection with clients and coworkers alike and is valued member of the Whelan Financial Team.
Heather M. Thomas
Client Services Specialist
From her first day, Heather brought her immense cheerfulness to Whelan Financial. She is delightfully positive, aims to please, and is eager to learn. She works diligently each day, then attends school full-time in the evenings and is on track to graduate with honors. It is not infrequent that books are read and papers are written during her lunch hour. She accomplishes all of this with great aplomb and happiness.
As a Client Services Specialist, Heather is responsible for monitoring the needs of more than 60 clients. She is also instrumental as an assistant in trading, and can always be counted on to help her fellow team members.
Riana H. Whelan, RP®
Client Services Specialist
B.S. Psychology, California State University Fresno, 2014
Riana joined Whelan Financial in 2014 as a dedicated Client Services team member. Her light-hearted nature and witty quips bring laughter and positive energy to those around her.
Riana rises to the challenges of her day-to-day responsibilities with prompt attention and dedication. She has demonstrated a commitment to furthering her work-related education in recently attaining a Registered Paraplanner designation. In addition, Riana’s outgoing personality and keen eye has contributed to the Whelan Financial Facilities, Services and Events Committee.
Andre De Jong
Client Services Representative
M.A. Reading Development and Childhood Education, California State University Fresno, 2014
B.A. English, California State University Fresno, 2011
André joined the Whelan Financial team at the beginning of 2015 and is likely the friendly voice you first hear when calling the firm. From the moment she walked in, André has left nothing but smiles in her wake. Her good nature and team-oriented attitude has endeared her to both the clients and her coworkers.
We are excited for André’s new role as Client Services Representative. She is intelligent, eager to learn, and a welcome addition to the Client Services team.
Hannah M. Janigian
Bachelor of Arts, Political Science
University of Colorado Boulder, 2016
Lori N. Ong
Client Service Representative
B.S. Biology, California State University Fresno, 2012 (Cum Laude)