Team

Tom has been in the financial services industry for over two decades. He wants to offer his clients the best "independent" services possible, and WhelanScott Asset Management has been built on this core value.

Walter provides clients with uniquely designed wealth management solutions. He has spent over 20 years providing independent advice to clients and works hand in hand with the client's current team of service providers.

Robin joined WhelanScott Asset Management with over 25 years of experience in corporate management positions. She also played a key role in developing and training new team members.

Jessica joined WhelanScott Asset Management in 2017. Her responsibilities at WhelanScott include operation management, compliance, and client service. Jessica plays a key role in enhancing the overall client experience by ensuring the...