Bryan Whalen, CPA, ABV

Manager II, Audit and Accounting Department

Education, Certifications & Affiliations

  • Louisiana State University, Bachelor of Science in Finance, 2009
  • Certified Public Accountant, Licensed in Louisiana
  • Accredited in Business Valuation – American Institute of Certified Public Accountants
  • Continuing Professional Education of 40 to 60 hours per year
  • Member – American Institute of Certified Public Accountants
  • Member – AICPA Forensic and Valuation Services Section
  • Member – Society of Louisiana Certified Public Accountants

Significant Career Experience

Brian has over 10 years of experience in public accounting. He has helped clients in a variety of businesses, including manufacturing, casinos, hotels, franchises, construction, and property management.

Brian’s primary responsibilities have been in the Audit and Accounting Department of Wegmann Dazet, where his experience has focused on:

  • ERISA and 401(k) audits
  • Financial statement audits
  • Business valuations
  • Business interruption loss calculations
  • Reconstruction of financial records