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Rick Whalen, AIF®

Rick Whalen, AIF®

Financial Advisor

Mr. Whalen has worked in the financial services industry for the past 22 years. Most recently, he was Vice President and Retail Lending Manager at Skowhegan Savings Bank. Mr. Whalen managed 10 residential lenders responsible for generating mortgage loans and other consumer loan products, including recreation, auto and home equity loans. A graduate of Thomas College, Mr. Whalen earned a B.S. in Marketing Management. His financial services expertise includes investment management, college and retirement planning.

Mr. Whalen works with individuals, families and small businesses primarily in the central Maine region. He currently serves as the finance chair for the Waterville Country Club Board of Directors, the marketing chair for the Mid Maine Chamber of Commerce Board of Directors, and is a Waterville Elks Lodge member. Mr. Whalen resides in Skowhegan, Maine with his spouse Deborah Dow and his two stepchildren, Trever and Linsey. He enjoys spending summer weekends with his family at his camp on North Pond located in Mercer, Maine.