Whelan Financial - Portia White, CFP®

Portia L. White, CFP® Named CEO of WF

It is with great enthusiasm that I am writing to you for the first time as the CEO of Whelan Financial. Vin announced my promotion earlier this year and it is a privilege to lead my fabulous team into the next era. Over the course of my  seventeen years with the firm, I have witnessed […]

Portia L. White, CFP® Named CEO of WF Read More »