Dan Whelan
Financial Advisor|CFP®, RICP®, ChFC®, CLU®, CASL®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Whitney G Khan
Executive Assistant
Whitney lives in North Carolina with her husband, John, and daughter, Melody. They enjoy traveling together and serving at their local church.
