Whalen Financial

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 Group 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 Group and you'll have the opportunity to grow with us professionally, personally, and financially.

Whalen Financial and Whalen Group are separate entities which operate independently of each other.

We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. By having us on your team, you are more likely to benefit from those opportunities.

Meet The Whalen Group Tax Team Of Professionals

Tax Preparer

Megan Healy is an administrative tax professional from New Orleans, Louisiana with 7+ years of experience working in high-volume financial and legal service organizations.

Before joining the Whalen Financial team, Megan was a tax analyst for Anderson Business Advisors where she assisted a large team of tax advisors, attorneys, and tax preparers in nearly every aspect of daily office procedures, including direct client communications, research, team development and organization, review, and filing of tax and business forms.

Outside of the office, Megan is passionate about dance, especially ballet, modern, and jazz. She has performed alongside professional ballet dancers in yearly community productions of The Nutcracker, The Wizard of Oz, and several public recitals. She also enjoys travel, art, and spending time with her dog and cat.

Tax Preparer

Griselda started as a customer service representative at an auto insurance company. Shortly after she was asked to take the Property & Casualty course to become a registered agent. While waiting for the exam date she was offered the opportunity to get certified as a registered tax preparer and decided to go for it. After taking the course she had found a new passion to no surprise as mathematics was her always her favorite subject.

In 2021 she started working over at Whalen Financial as a seasonal tax preparer where she expanded her knowledge in the tax field and became interested in the world of accounting. Now Griselda not only works in our tax department she is now expanding her knowledge to bookkeeping. On her free time, she enjoys road trips exploring nature.