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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


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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. 




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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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Kim Dang

Operations Manager & Wealth Advisor

Kim Dang - Operations Manager & Wealth Advisor


Kim Dang was raised in the South Bay area in Southern California. She relocated to Henderson, NV in July 2019 to join Whalen Financial. She started her career in the financial industry in 2008. She was fascinated by the idea of putting her money to work for her while she enjoyed spending time doing the things she loved.

Kim assists clients by helping them manage their individual wealth to meet their individual needs. Kim focuses on offering a comprehensive approach using education as the foundational basis of a successful investment strategy. 

She and her husband, Cesar, have one child, Braxton. They enjoy spending quality time together. A few of their favorite activities are hiking, swimming, attending Braxton's sporting events, and traveling.



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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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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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