At Walen Financial Group, LLC, our dedicated team is wholeheartedly committed to helping you achieve your financial goals. We understand that these aspirations are of utmost importance to you, and we are honored to be a part of your journey towards a secure and prosperous financial future for both you and your family.
We recognize the significance of the trust you place in us, and we are equally devoted to investing our time, effort, and care into every aspect of our work with you. As you are willing to dedicate yourself to this endeavor, we reciprocate that commitment by offering our expertise and unwavering support.
Our mission is clear: to guide you in making informed investment decisions and to provide factual, reliable, and unbiased answers to your financial questions. Trust is the foundation of our relationship with you, and we take this responsibility seriously. Rest assured that your best interests will always be at the core of every piece of financial advice we offer.
With the Walen Financial Group team by your side, you can navigate the complexities of the financial landscape with confidence. We are here to listen, understand your unique goals, and tailor our strategies to suit your specific needs. Together, we will forge a path towards financial success and prosperity, driven by expertise, trust, and mutual dedication.
Meet our exceptional team, ready to work hand in hand with you to secure a brighter financial future. Let's take this journey together, one step at a time.
Dick WalenCEO Walen Financial Group, LLC
Dick founded Walen Financial Group, LLC in 2006. This Money Coach is an Investment Advisor Representative, Chartered Financial Planner (ChFC), Chartered Life Underwriter (CLU) and Accredited Estate Planner.
Chris KrygielskiFinancial Coach, Registered Investment Assistant and Office Manager
Chris is a Registered Investment Representative and has been with Walen Financial Group, LLC since 2015. Prior to working for Dick, Chris earned a master’s degree in business education and retired after 30 years of teaching.
Pam WalenCFO and General Manager
Pam takes care of the office finances. She has a master’s degree in science education and retired after 30 years of teaching. She has worked alongside her husband in the investing realm since the beginning.
Deb SnowSenior Wealth Analyst and Administrative Assistant
Deb analyzes prospective client portfolios and authors the office newsletter. Deb earned a master’s degree in science education and retired after 32 years of teaching. She has worked with Dick since 2017.