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Securely send files to your dedicated client services team member by using the form below.

Please select the appropriate recipient to send files to the following advisors:

  1. Vincent J. Whelan, CFP® – Hannah M. Janigian (Recipient)
  2. Portia L. White, CFP® – Lori N. Ong, FPQPTM (Recipient)
  3. Taylor J. Whelan, CFP® – André De Jong, FPQPTM (Recipient)
  4. Stephen C. Detweiler, CFP® – André De Jong, FPQPTM (Recipient)

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