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Alyson Whalen

Alyson Whalen

Chief Operations Officer

612-251-1146

952-405-6005

alyson.whalen@lpl.com

Since joining our team in March 2013, Alyson has been an invaluable asset, leveraging her extensive experience in financial services. A graduate of the University of Nebraska-Lincoln with a B.S. in Business Administration and Finance, she has honed her skills across investments, insurance, and annuities, always prioritizing outstanding client support. Beyond her financial acumen, Alyson is also proficient in marketing and event planning.

As Chief Operations Officer, Alyson masterfully oversees our office operations, ensuring a friendly, efficient, and highly knowledgeable environment that consistently delivers top-tier client satisfaction. Her role is multifaceted; she expertly manages everything from direct client support and strategic marketing initiatives to detailed reporting and numerous other essential tasks that guarantee our office runs like clockwork.

Originally from the Des Moines, Iowa area, Alyson and her husband, Steve, now call Coon Rapids home. With all three of their children (two daughters and a son) either attending or recently graduated from college, they are happily embracing their empty-nest years. When she's not ensuring our office thrives, Alyson is dedicated to spending quality time with family and friends, passionately following sports, and indulging her creative side by designing custom invitations, cards, and announcements.