Update from CEO Portia L. White, CFP®

As the CEO of Whelan Financial, I am pleased to share some of the incredible improvements we’ve been working on over the past number of years. Our team has embarked on an exciting journey of transformation, particularly in the realm of technology. Our goal has always been to empower our clients and our team with the best tools so that we can provide the best service. I’m excited to tell you how we’re achieving that and more.