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Strong Industry Relationships And 

Success Working Together.

Exceptional Service. Extraordinary People.

A Relationship That Goes Beyond Your Expectations.

We are a team that genuinely cares about helping you succeed.

Our certified multi-disciplinary team at Whalen Financial will always provide an exceptional level of service in our quest to help you realize your goals and aspirations. How we work is defined by shared values that include absolute integrity, respect and collaboration. But it's more than that. It's smart and highly driven people united in purpose to serve our investors and one another. 

Bring your energy and unique perspective to Whalen Financial and you'll have the opportunity to grow with us professionally, personally, and financially. 

Financial planning and wealth management is complex and can be stressful. We are here to help simplify this with an approach that is as disciplined as it is strategic.

Meet Your Investment Team Of Professionals

Andrew Whalen Photo Andrew Whalen Hover Photo
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Andrew Whalen

CEO & Wealth Advisor

Andrew Whalen - CEO & Wealth Advisor

Andrew Whalen is the Chief Executive Officer of Whalen Financial.

Andrew grew up in Southern Nevada and Utah and was raised in the financial advisory business. He started investing by the age of 13. Learning the ropes from his father, who led the Whalen Group, he co-hosted a weekly radio program with his father called “Let’s Talk Money” on KDWN-AM, which ran from 1981-2007.

His experience and business acumen, honed from a very young age, has allowed him to navigate the hurdles of the industry while connecting with clients of all ages and backgrounds.

In 2010, Andrew Whalen purchased the Whalen Group from his father and transitioned it into a true wealth management firm that focuses on taxes, estate planning, wealth and investment management.

From the beginning of the transition, Andrew has grown the business by focusing his attention on white-glove client services and the utilization of technology. He sees this as a key advantage in producing results for his clients.

Andrew graduated from Purdue University and currently holds his series 7, 65 and 63 license. 

LeDawn Gries, CIMA® Photo LeDawn Gries, CIMA® Hover Photo
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LeDawn Gries, CIMA®

Vice President & Wealth Advisor

LeDawn Gries -Vice President & Wealth Advisor

LeDawn Gries is the Vice President and a Wealth Advisor of Whalen Financial. She grew up in Oklahoma and studied Finance and Economics at both the University of Kansas and the University of Massachusetts. She has been a part of financial services for 30 years and has CIMA® designation as well as holding her series 7, 24, 63 and 65. Her experience and dedication to her families can be seen in any interaction with her and she thrives by serving her clients and providing white-glove service.  

 LeDawn lives in Henderson with her husband of 22 years, Peter and their two boys, Ian and Connor who are 16 and 15. Her family is her “Why” and she loves helping clients at Whalen achieve their financial goals.

 Carl Aschenbrenner, CFA Photo  Carl Aschenbrenner, CFA Hover Photo
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Carl Aschenbrenner, CFA

Portfolio Manager

Carl Aschenbrenner, CFA – Portfolio Manager

Carl has over 12 years of experience in the financial industry serving as a portfolio manager, research analyst, and trader for wealth management firms emphasizing growth investing, multi-asset portfolios, strategies managed in-house, and external manager research in public and private markets.  He enjoys helping people find interesting investment ideas wherever they may be, construct better portfolios while being mindful of the risk characteristics and tax efficiency, and manage around a low-cost basis or other individual positions subject to tax planning constraints.

Prior to joining Whalen Financial, Carl was a Portfolio Manager with HCR Wealth Advisors and Miracle Mile Advisors and a Research Analyst with Stonebridge Capital Management, all in Los Angeles, CA.

Carl received his Master of Science in Chemical Engineering at the California Institute of Technology and graduated from the University of California, Berkeley with high honors and Phi Beta Kappa.  He has earned the right to use the Chartered Financial Analyst (CFA) designation.

Outside of the office, Carl enjoys golf, tennis, hiking, reading, cooking healthy meals, and listening to all kinds of jazz.

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Luke Perry

Portfolio Analyst

Luke Perry - Portfolio Analyst

Luke is a retired U.S. Navy professional with extensive experience utilizing quantitative and qualitative analysis to construct and manage multi-asset portfolios. He utilizes his In-depth understanding of macroeconomic trends, derivatives, currencies, and interest rates to build and manage custom portfolios for Whalen Financial.

Luke received his Master's in Business Administration from Pepperdine University and is completing a second master's in Quantitative Finance from Claremont's Drucker School of Management. 

When outside the office, Luke enjoys traveling, hiking, and is an aspiring foodie. 

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Lia Adams

Director of Client Service

Lia Adams - Director of Client Service

Lia's professional background includes over 20 years in the financial industry.  Prior to joining Whalen Financial she worked as a Director of Client Services for financial advisory firms and a Broker and Account Manager at Charles Schwab.  She’s a native of Scottsdale, Arizona and studied Economics at Arizona State University.  

Lia’s focus is on cultivating and maintaining an exceptional client experience, and she works to foster a personalized and warm environment so clients can focus on what matters to them.  

Outside the world of finance, Lia enjoys hiking and yoga, cooking, and spending time with her family. You can also find her volunteering with community organizations that promote literacy and financial education for women and children.

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Leah Cosentino

Client Service Associate

Leah Cosentino - Client Service Associate

Leah started her career in the financial industry in 2013 and served as a client service associate at Morgan Stanley Wealth Management and The Wealth Consulting Group. During this time, she also focused on educating women about their financial decisions that had a direct impact on their future.
Leah's professional background includes nine years in the financial industry and over twenty years in professional customer service.

Although Leah enjoyed gardening and the beautiful seasons in Pennsylvania, she and her family were ready to escape the cold and move to Las Vegas, Nevada in 2020. In her spare time, she enjoys hiking, kayaking, art and spending time with her partner and two boys.

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Adrian Zarandin

Client Service Associate

Adrian Zarandin - Client Service Associate

Adrian was born in the Philippines but moved to Las Vegas in 2007 to have a better life and future. He realized at an early age of 10 that he enjoys the office environment and  can make a career out of it. Adrian has 4 years of administrative experience for Hilton and Anderson Advisors assisting in administrative tasks including client service.

Outside the office he enjoys travelling, camping, hiking, sports, and spending time with family and close friends. If he is not working, he is playing games or spending time with family.

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Nancy Eade

Director of First Impressions

Nancy Eade - Director of First Impressions

Nancy is the Director of First Impressions at Whalen Financial. She truly enjoys being the first person to greet our clients on the phone or in person! The exchange with her employees, vendors and our clients makes her day fun, busy and interactive. Embracing new experiences and the mindset of being open, kind and inspired keeps her healthy, grateful and happy.

Nancy's professional background includes a four year military service in the US Air Force and longevity in administration for nearly 30 years.

After spending many years in Wisconsin, she moved back to Las Vegas to be close to her family.

She spends her free time visiting her daughter, hiking, reading, traveling and practicing spiritual guidance.

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