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.