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First Command Beavercreek

Pete Whelan

First Command Registered Principal and District Advisor
Contact
(937) 429-0781
51 Plum Street
Beavercreek, Ohio, 45440
About Pete
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.
Pete Focuses in:
  • Comprehensive financial planning
  • Investment strategies
  • Retirement income planning
  • Education funding solutions
  • Asset allocation and management
  • Insurance solutions
  • Risk management
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