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 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

Al Whalen, EA, ATA, CFP® Photo

Al Whalen, EA, ATA, CFP® Hover Photo

Al Whalen, EA, ATA, CFP®

Al is a Certified Financial Planner, An Accredited Tax Advisor, and is Enrolled to Practice before The Internal Revenue Service. He has lectured at the University of Nevada Las Vegas and at the College of Southern Nevada on taxation and investment strategies.

For over 26 years, Al hosted a twice-weekly radio show, "Let Talk Money", where listeners could ask questions about; stocks bonds, mutual funds, the markets, the economy, income, and estate taxation, retirement planning, social security, or any money related issues and Al would answer their questions.

Mr. Whalen is a member of the National Association of Enrolled Agents, the National Society of Accountants, and the Financial Planning Association. Al is a national speaker on taxation and a recognized authority on estate and charitable planning concepts.

Consumers Research Council of America recognized Al in the 2005-2008 editions as one of the Nation's Best Financial Planners.

Al is a board member of the Panguitch Foundation for Education and the Whalen Foundation for Education. He is a Board member emeritus of the College of Southern Nevada Foundation and one of the founding board members for the Institute for Real Estate Studies Foundation at the University of Nevada, Las Vegas. In 2000 Al received an honorary degree of Humanities from the College of Southern Nevada for his commitment to education. In 2001 the Association of Fundraising Professionals recognized Mr. Whalen as a "Spirit of Giving Honoree". In 2010 both Al and his wife Jeanne were recognized as Legacy of Lifetime Achievement Honorees by the CSN Board of Trustees.

Al sold his securities practice to his son Andrew Whalen (Whalen Private Wealth) in 2010. His firm does financial, estate, retirement, insurance, tax planning, and tax preparation.

James Hoeppner, CPA, Attorney Photo

James Hoeppner, CPA, Attorney Hover Photo

James Hoeppner, CPA, Attorney

James Hoeppner is our Tax Advisor and CPA at Whalen Financial. James has been a CPA in Las Vegas for 30 years and has worked for a large corporate tax firm. After experiencing corporate restrictions and the inability to provide personalized services to his clients; James opened his own firm in 1989. His own firm gave James the freedom to provide more personalized services structured to meet his clients needs.

James is a licensed attorney and holds a Nebraska law license. He is a member of the American Society of CPAs and is authorized to represent clients before the U.S. Tax Court. This allows James to provide his clients the security of knowing that he will be with them every step of the way.

We are happy ot have both our clients and the Whalen Financial Team benefit from his expertise.

Dawn Ferriera, Registered Tax Preparer Photo

Dawn Ferriera, Registered Tax Preparer Hover Photo

Dawn Ferriera, Registered Tax Preparer

Dawn Ferriera is our Tax Advisor at Whalen Financial. She started her career in Northern California at the young age of 19 as a real estate professional working with clients helping them pursue their dream of homeownership. With her experience and knowledge in the real estate industry, she opened courier services to title and real estate companies. She later grew that company to include graphic design and marketing services to realtors. With her love for entrepreneurship and building successful businesses, she added a mortgage company to her endeavors.

In 2008, while restarting and building her graphic designs and marketing business in Nevada, she was offered a part-time position as an Office Manager for a CPA firm. This decision led to a 13-year full-time career which was the catalyst to her vast experience and knowledge of Tax Preparation, Family Trust, Business Incorporation services all the while still running her marketing company.

Dawn's knowledge, high energy and never-ending desire to take on new challenges have led her to her career with Whalen Financial. We are happy to have both our clients and the Whalen Financial Team benefit from her expertise.

Victor Zhou, EA Photo

Victor Zhou, EA Hover Photo

Victor Zhou, EA

Enrolled Agent

Victor is an Enrolled Agent and is licensed to practice before the IRS.

Victor was born and raised in one of the most chaotic and diverse cities in the US, the Big Apple otherwise known as New York City.

Victor grew up dodging cars and yelling, “Hey, I’m walkin’ here!!” He eventually started a career in the financial industry back in 2015.

He started by processing commercial mortgages and eventually working with real estate investors to create financial models and reports. Throughout his entire time with lending, he noticed a lack of quality accounting from his clients.

It wasn’t until the great slump of 2020 in which he decided it was time to switch into accounting and became an Enrolled Agent in 2022.

Victor is quick to adapt and always ready for a challenge.

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

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