Our Team

Headshot of Kaysi  Whelan

As a financial professional and an active member of her community, Kaysi is dedicated to helping individuals and businesses secure their financial futures while protecting their quality of life.  

Education, experience and professional affiliations have fostered Kaysi's practical approach to offering financial services and solutions to her clients. Kaysi has a degree from San Jose State University. She regularly attends industry training and certification programs to stay on top of her field and develop her professional skills.  Kaysi is currently licensed to offer financial services in Oregon, Washington, California and Arizona. 

Kaysi embraces her Italian heritage and enjoys speaking, cooking and sharing an Italian meal.  She is an active member of the Beaverton Chamber of Commerce and the Washington County Chamber of Commerce, who believes very strongly in volenteering in her local community.  She is a very proud mom.  She enjoys riding her tandem bicycle with her spouse and business partner, Mike.

Headshot of Michael Whelan

Mike is proud to be called “husband” and “dad”. I am a private pilot and enjoy flying small private airplanes. I enjoy riding bicycles, especially our tandem bike with Kaysi. I am a drummer and enjoy performance. 

I am happy to assist Kaysi with this business where we are dedicated to helping you find and achieve your dreams for financial security.


Kaysi Whelan is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0M82674), OR, TX, and WA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Kaysi Whelan is licensed and authorized to offer insurance in California, but RITROVARE FINANCIAL & INSURANCE SOLUTIONS may not be. For additional information on California licensure status, please click here.

Kaysi Whelan is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 4900 Sw Griffith Dr Ste 121, Beaverton, OR, 97005, 503-987-3363. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, OR, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

RITROVARE FINANCIAL & INSURANCE SOLUTIONS is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither RITROVARE FINANCIAL & INSURANCE SOLUTIONS nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​