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 and 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. He currently holds FINRA Series 7, 63 and 65 licenses, and is a licensed Nevada Life and Variable Insurance Producer.
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Jim Osorio is the Marketing Manager at Whalen Financial, in charge of marketing programs, brand management and growth. Before joining Whalen Financial, he worked at several companies building his skills in strategic business development and marketing.
With almost two decades of marketing experience, Jim is well equipped to tackle the constantly changing landscape of the financial industry. Creativity, drive and leadership are Jim’s greatest strengths.
He thrives on all kinds of challenges, especially those that expand the company’s reach. With a primary focus on a client-centric approach, Jim finds a foundation in building relationships first and has used this approach in his past to help firms reach their full potential.
His experience in Marketing places him in the right position to work along and grow together with Whalen Financial.
Away from the office, Jim enjoys to walk his dogs, watch and attend sports events such as soccer and football. His hobbies include woodworking and gardening.
Max joined Whalen Financial in September 2018 as a Marketing Associate.
Growing up in the Las Vegas valley, Max acquired a deep understanding of the the local community and its complex dynamic. He worked in various roles within the hospitality industry creating and enhancing guest experiences. He is currently attending UNLV obtaining his Bachelor's degree in Business Marketing with a minor in Communications and plans to graduate in Spring of 2019.
Outside of the office, Max is a music enthusiast and loves attending live shows with friends wherever he can. Whether playing or watching, the sport of soccer is his favorite pastime.
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 make 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 4-year military service in the US Air Force and longevity in administration for nearly 30 years.
After spending many years in Wisconsin, she recently moved back to Las Vegas to be close to her family.
She spends her free time visiting her daughter, hiking, reading and traveling and practicing spiritual guidance.