Heather Thomas

Administrative Assistant

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.

Heather has worn many hats since joining Whelan Financial in 2012. From Receptionist, Client Services Specialist, Trading Assistant to her current role as Administrative Assistant, Heather has been a dedicated fixture for both her peers and our clients.