meet the team

President

Kerry Whalen

Kerry Whalen, the President of Whalen Financial Group, Inc. and Whalen Capital, Inc., has had an impressive career in the insurance and financial planning field for over four decades. He started in 1983 with a prominent national insurance and investment company, where he focused on helping businesses and individuals with their financial plans. Kerry has his series six, seven, sixty-three, and sixty-five certifications.

Recognizing the changing needs of his clients, Kerry founded Whalen Capital, a registered investment advisory firm. There, he now leads a team of skilled advisers, working passionately to help clients plan for their financial and retirement goals.

Kerry's strong dedication to his clients has earned him many awards, both within his company and in the industry. Beyond his work in investments, Kerry has been actively involved in various community boards, showing his commitment to making a positive impact in his community. As a registered investment advisor and fiduciary, he puts his energy into building trusted relationships with his clients, ensuring their financial well-being is his top priority.

Outside of work, Kerry enjoys spending quality time with his family and their dogs. His interests include various physical activities like golfing, boating, camping, and downhill skiing, reflecting his love for an active and fulfilling life. Kerry Whalen's outstanding success and contributions to both his clients and his community showcase his long-lasting dedication and expertise in the financial industry.

Investment Advisor Representative & Licensed Insurance Professional

Jake Whalen

Jake Whalen serves as an Investment Advisor Representative and a Licensed Insurance Professional. He entered the financial services industry in 2019, starting as an intern to gain valuable experience before completing his college education. Driven by his passion for this field, Jake decided to make it his full-time career after graduating.

In March 2021, Jake decided to return to Wausau and join Whalen Financial Group Inc., where he could collaborate with his father and further develop his professional skills. Jake maintains regular interactions with both current and potential clients, taking a collaborative approach alongside Kerry to meet their needs. He handles various aspects of life and disability insurance for new clients, including the application, underwriting, and servicing.

Prior to his tenure at Whalen Financial Group Inc., Jake was a student-athlete at the University of Wisconsin-Madison, where he played football. Unfortunately, his football career was shortened due to injuries, which provided him with the opportunity to focus on completing his degree and pursuing internships. Initially, he interned at another financial firm before transitioning to a full-time advisor role in June 2019.

Outside of his work commitments, Jake enjoys golfing with friends, skiing at Granite Peak, and creating cherished memories on the lake with his family and beloved dog. Additionally, he finds fulfillment in coaching high school football during the fall season.

Registered Office Assistant

Ginny VanderWaal

Ginny joined Whalen Financial Group, Inc in September 2006. She brings a vast knowledge base, strong integrity and years of experiences working with individuals and businesses helping them pursue their financial goals. Ginny holds her Series 7, 66 and 24 securities licenses.

Recognizing that each client has individual needs, Ginny dedicates herself to understanding and appreciating each client’s situation before making any recommendations. She believes in educating clients and working diligently to help them develop achievable goals, understand their financial choices and portfolios, and implementing strategies that assist them in attaining their personal plans. As an independent financial adviser, she receives no financial incentive for using any investment over another so is able to tailor her advice so it will always be in the best interest of each client.

Ginny also works with businesses to develop retirement plans that will meet their business needs. She will walk them through the process of designing the retirement plan to meet their specific business needs based on their employee demographics and business needs.

In her spare time, Ginny enjoys traveling with her husband and spending time with her 4 children. Ginny enjoys spending time outdoors from boating to skiing.

Portfolio Manager

Jared Kiepke

Jared Kiepke, a Wausau native, is deeply rooted in the local community. His educational journey led him to earn a bachelor's degree in Business Administration with a specialization in Finance from UW Eau Claire in May 2020. Immediately following his graduation in June 2020, Jared embarked on his career journey with Whalen Financial Group.

In his professional development, Jared has achieved significant milestones. He successfully passed Level I and II of the CFA Program in May of 2022 and 2023, respectively, and is currently progressing as a Level III candidate in the CFA program. Jared leverages his academic background to contribute to security research and selection, as well as portfolio rebalancing. Moreover, he plays a vital role in crafting tailored plans that align with each client's unique needs.

Beyond his work, Jared is a fervent outdoors enthusiast. His interests span hiking, fishing, and various sports activities, reflecting his passion for an active and adventurous lifestyle.

Director of Client Relations

Laurie Marcott

Laurie Marcott serves as the Director of Client Relations at Whalen Financial Group Inc., where her responsibilities encompass a wide range of client service and office management tasks. She is deeply committed to addressing the needs of clients and enthusiastic about the company's ongoing growth.

Joining Whalen Financial Group in the summer of 2022, Laurie brings a wealth of experience to her role. With a background spanning 20 years in customer service as a department manager for a local retailer, she has also operated her own in-home business and gained financial expertise in a prior position within a banking institution. Laurie takes genuine pleasure in assisting clients with their requirements and plays a pivotal role within the Whalen team.

A native of Central Wisconsin, Laurie, and her husband are proud parents of two wonderful boys. Outside of her professional life, she enjoys quality time with her family, tending to her garden, and passionately cheering on her sons' baseball teams.

Financial Services Near Me Wausau WI Contact Us Today

OFFICE HOURS

Monday
8:00am - 4:00pm

Tuesday
8:00am - 4:00pm

Wednesday
8:00am - 4:00pm

Thursday
8:00am - 4:00pm

Friday
8:00am - 12:00pm

Saturday & Sunday
Closed

Whalen Financial Group, Inc.

226411 Rib Mountain Dr
Wausau, WI 54401

(715) 241-6935