Laurie Marcott serves as administrative assistant at Whalen Financial Group Inc., where her responsibilities encompass a wide range of client service and office management tasks. She is deeply committed to addressing the needs of clients and enthusiastic about the company’s ongoing growth.

Joining Whalen Financial Group in the summer of 2022, Laurie brings a wealth of experience to her role. With a background spanning 20 years in customer service as a department manager for a local retailer, she has also operated her own in-home business and gained financial expertise in a prior position within a banking institution. Laurie takes genuine pleasure in assisting clients with their requirements and plays a pivotal role within the Whalen team.