David Whalen
H. David Whalen Financial Advisor

David has been providing the community with customized financial advice for more than 15 years. His mission is to develop positive, long-term relationships with clients while helping them pursue their personal and financial goals.

As a financial advisor, he takes a comprehensive approach to addressing financial matters. Drawing on in-depth resources, he develops financial planning, estate and tax planning, wealth accumulation and education and retirement planning strategies. This planning-based approach is designed to help you meet current financial needs while working toward future goals, with an eye toward tax efficiency and wealth preservation.

Originally from Kansas City, Missouri, David studied business at Lincoln University in Jefferson City and received an industrial engineering degree from General Motors Institute in Flint, Michigan. He also worked as a banker at Central Bank of Kansas City for seven years.

Giving back to the community is important to David. He has been on the board of directors at Swope Health Services for the past eight years, founded a boys mentoring group called Bow Ties and Ties, and is an active member of St. James United Methodist Church, where he also conducts financial education classes.