Tom Whalen - CPA

Tom Whalen CPA

Growing up just outside of Minneapolis, Tom has been raised to be a life-long Vikings fan. After graduating from UW-La Crosse with a degree in accounting, Tom crossed enemy lines and accepted a position with a mid-sized accounting firm in Appleton, WI and now resides in De Pere; only minutes away from Lambeau field.

Spending six years on the professional services team at his previous firm, the majority of Tom's time was spent working with dental and medical clients. Tom's hands-on style and personable demeanor led to early successes in his accounting career and helped build his reputation as a “go getter” and a name to recognize in the upcoming years.

In late 2016, Tom and Edge partnered together. The transition was an instant success, resulting in a perfect match of the high quality results that Tom provides and that Edge expects. Since then, Tom has helped dozens of young doctors start their practices through helping them throughout the entire buying process. Currently, Tom is focusing on obtaining his Certified Valuation Analyst (CVA) designation. Tom is always looking forward to helping new and existing clients any way he can!

When he's not in the office, Tom is likely either out on the golf course, fishing, hanging out with his family, or watching some sort of sporting event. Tom and his wife, Stevie, both enjoy spending time outdoors, taking their two dogs for walks, and learning all the joys of parenthood as they raise their two girls, Aurora ("Rory") and Iris.

Contact

O 844.200.3343 ext.700
M 763.843.9526
E tom@edgeadvise.com
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