Financial Consulting Beavercreek

First Command District Advisor - Pete Whelan

Financial Consulting Beavercreek
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Address
51 Plum Street
 
Ste 260
Place
Beavercreek, OH   45440 
Landline
(937) 429-4490
Fax
(937) 429-0781
E-Mail
pawhelan@firstcommand.com
Twitter
@FirstCommand
Facebook
110067001978786
Website
advisor.firstcommand.com

Description

Pete Whelan joined First Command Financial Services as a Financial Advisor in November 2005, following a 20-year career in the United States Air Force. There, he served in Europe, Asia and the Middle East as an F-15 Strike Eagle instructor pilot and attained the rank of Lieutenant Colonel. Pete earned a Bachelor of Science degree in Chemistry from the United States Air Force Academy and a Master's degree in Business Administration (MBA) from East Carolina University. He holds Series 6, 63, 65 and 26 securities licenses plus state life health, long-term care and property and casualty insurance licenses in multiple states. He is a member of the Financial Planning Association. As a First Command Financial Advisor, Pete is committed to helping his clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. Married with a son and daughter, Pete is a member of the Knights of Columbus and Greenville Chamber of Commerce, and he is active in the Greenville March of Dimes. His interests include furniture making and bicycle riding.

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Financial Consulting
(937)429-4490 (937)-429-4490 +19374294490

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