Day: January 19, 2026

As you know, Whelan Financial is undergoing a momentous change in 2026, as Vin Whelan prepares to retire at the end of this year—bringing to a close nearly forty years of leadership and vision. Vin made a courageous career move in 1988 and founded Whelan Financial, guided by a deeply held belief that clients’ interests should always come first. What began as a vision has grown, through his leadership and perseverance, into a firm that serves more than 500 clients and manages nearly $800 million in assets. It was Vin’s unquestionable integrity, and unwavering commitment to clients, that drew me not only to this profession but to pursue a career at Whelan Financial. With enormous gratitude and warmth, I often reflect on Vin’s leadership and all that he has taught me over my 21 years with the firm. As the CEO, it will remain my responsibility to perpetuate the company’s core values and to ensure our clients continue to receive the highest standard of service; but I couldn’t be prouder to be one of four partners who share this commitment. Each with their own distinct and equally important strengths, Taylor Whelan, Stephen Detweiler, and Kasandra Dieu join me in leading