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Broker Check

Advisor

Aaron Puttroff, CExP™, CFP®

Partner, Living Legacy

619.684.6239

619.684.6410

aaron.puttroff@WestPacWealth.com

My passion is to ensure that my clients avoid financial failure and facilitate living their vision of the good life. I’ve seen first-hand the impact of poor financial decision making as well as the adverse implications of...

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Aaron Domingo

Managing Director, Financial Advisor

808.695.2159

808.695.2121

Aaron.Domingo@WestPacWealth.com

The financial world we live in today has grown to be so complex. With the amount of information out there, making smart financial decisions has become a full-time job. Westpac Wealth Partners is committed to helping business owners and...

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Alec Williams

Financial Advisor

619.684.6400

619.684.6410

alec.williams@WestPacWealth.com

Alec was born and raised in the foothills of Southern California where he started competing in sports at a young age. Enjoying many sports, his passion for water polo prevailed as he was later recruited by the University of California,...

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Alex Jakovljevic, MBA, CExP™

Senior Vice President & Wealth Management Advisor

619.684.6274

alex.jakovljevic@WestPacWealth.com

Alex was born and raised in Serbia and moved to the United States thanks to a basketball scholarship from Hawaii Pacific University (HPU), where he received his bachelor’s degree, with honors, in 2005. Alex continued his education...

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Alex Ching

Registered Representative

808.695.2134

808.695.2121

alex.ching@westpacwealth.com

While growing up in Honolulu, Hawaii, I learned at an early age that integrity, hard-work, and aloha were instrumental values that must be carried with me in my career and personal life. At WestPac Wealth Partners, I work closely with...

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Alfred Valencia, CExP™

Wealth Management Advisor

949.272.2114

619.684.6410

Alfred.Valencia@WestPacWealth.com

Alfred Valencia is an Investment Advisor Representative for WestPac Wealth Partners in Irvine, Ca. Alfred obtained his Real Estate license and started in the Mortgage Industry in 2003. Alfred acquired a vast knowledge of...

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Alysa Ito, MBA

Financial Representative

949.272.2100

949.272.2099

Alysa.Ito@WestPacWealth.com

Alysa was born and raised in Orange County. Growing up playing sports, she learned very quickly the importance of communication, discipline, teamwork, and hard work. These life skills and basketball provided her many opportunities...

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Anand Nair, MSFS, CExP™

Wealth Management Advisor

702.978.6910

702.978.6911

anand.nair@WestPacWealth.com

We inspire our clients to achieve “Financial Greatness,” we believe that “Greatness” is a lot of small things done well and done consistently. – Anand Nair Anand’s team works closely with medical...

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Andrew P. Link, CLU, ChFC

Special Agent

(406) 728-6699

(406) 728-9226

andrew_link@glic.com

Andy has over 35 years of experience in the financial services industry. Andy specializes in business and estate planning, working with a number of top attorneys, CPAs, and business owners in Missoula and across the U.S. When he's not...

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Andrew Rogel

Wealth Management Advisor

760.803.4774

619.684.6410

andrew.rogel@WestPacWealth.com

Andrew was born and raised in San Diego, California. He attended California State University San Marcos where he earned a bachelors degree in business administration with an emphasis in finance. Andrew's passion for guiding clients to...

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Andy Roberson, CFP®

Wealth Management Advisor

925.350.6584

925.380.9581

andy.roberson@WestPacWealth.com

Mission Statement I help families and private business owners make smart decisions to maintain their financial independence and dignity. What I Do for My Clients Andy is a financial advisor who enjoys working with private business...

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Angela D. Mansfield

Financial Representative

480.787.2720

480.787.2721

amansfield@WestPacWealth.com

Angela Mansfield is a 401k specialist passionate about helping people claim their power around their money. When visiting 401k clients, Angela found that every participant’s first question is: “How much should I put into my...

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Anthony Surataruna

Financial Representative

503.207.4550

503.207.4551

Anthony.Surataruna@WestPacWealth.com

Anthony, born and raised in Portland, Oregon, graduated with a degree in Finance from the University of Oregon’s Lundquist College of Business. Prior to joining WestPac Wealth Partners, Anthony worked with individuals, small...
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Ashley Nichols, JD

Financial Representative

619.684.6400

619.684.6410

Ashley.Nichols@WestPacWealth.com

Ashley was born and raised in Las Vegas, NV. Attended UNLV where she studied Business Management and then went on to pursue an MBA at the Lee Business School. During her time there she emphasized in Organizational Behavior. She then...
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B. Todd Conway

Investment Specialist

510.908.1316

925.380.9581

Todd.Conway@WestPacWealth.com

Growing up in Southern Indiana, near Louisville, my parents supported the idea of “You get what you work for!”. I have always been a self-starter. I worked my way through high school and college. Along the way, my father...
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Brennan Drew, CExP™

Vice President - Financial Advisor

702.978.6910

702.978.6911

brennan.drew@WestPacWealth.com

Brennan is a Managing Director and an Investment Advisor who has built his practice by bringing creative, holistic, and transparent strategies to his clients. As one of two Certified Exit Planners (CExP™) in the state of Nevada,...

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Brian Salonen

Financial Representative

(406) 728-6699

(406) 728-9226

brian_salonen@glic.com

Brian specializes in educating his clients on how to protect their wealth, building tax strategies, avoiding lawsuits and showing them ways to make their financial situation more tax efficient through a variety of strategies. He has...

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Bridget Farrell

Business Development Manager & Wealth Management Advisor

480.769.5123

480.787.2721

Bridget.Farrell@WestPacWealth.com

Bridget Farrell is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing. Bridget has previously held...

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Bruce Fine

Financial Representative

818.807.6968

619.684.6410

bruce.fine@westpacwealth.com

Bruce Fine has joined the firm Western Pacific Wealth Partners LLC and will serve as a Financial Representative out of his Encino, CA office. Bruce grew up in Massachusetts and graduated from Boston University’s School of...

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Bryan Martinka

Financial Representative

480.787.2720

480.787.2721

Bryan.Martinka@WestPacWealth.com

Bryan has a passion for helping every client with a protection first philosophy. Since joining the financial services industry Bryan has worked with hundreds of medical professionals across the country. He has dedicated his entire...

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Chad Wilson, CPA

Wealth Management Advisor

619.684.6400

619.684.6410

Chad.Wilson@WestPacWealth.com

I am a CPA that chose financial advice to optimize my life and to guide others to optimize their lives too. I value the uniqueness of every financial plan as I walk side-by-side with clients to illuminate their optimal paths and give...

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Charbel Ghaby, MBA, RICP®

Wealth Management Advisor

818.892.7241

818.827.3489

Charbel.Ghaby@WestPacWealth.com

Charbel Ghaby was born in Lebanon and immigrated to Southern California in 1989 at the age of 10. After graduating Cum Laude from the University of California, San Diego with a business degree, he began working for Morgan Stanley out...

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Chauntel Nakata

Financial Representative

808.695.2100

808.695.2121

Chauntel.Nakata@WestPacWealth.com

Chauntel Nakata was born and raised on the island of Oahu and attended the University of Hawaii, obtaining a bachelor’s degree in Accounting. After graduating, she opened her own Home Care Agency and quickly discovered the...
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Christina Oh

Financial Advisor

808.695.2135

808.695.2121

christina.oh@WestPacWealth.com

Christina was born in Korea and moved to Hawaii at the early age of one. Since then, she was raised in Honolulu and accustomed to the local culture. Growing up with no financial planning with her family, she hoped to learn about every...

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Christopher Chow

Financial Advisor

808.695.2127

Christopher.Chow@WestPacWealth.com

Do you ever wonder if you are on the optimal path to where you are going? If someone could help you answer that question, how might that impact you? Christopher Chow dedicates his career to helping people get to their optimal financial...

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Christopher Johnson

Financial Representative

239.314.9706

619.684.6410

Chris.X.Johnson@WestPacWealth.com

Chris Johnson is a Financial Representative at WestPac Wealth Partners that educates active duty servicemembers, veterans, and other professionals to make sound financial decisions. Chris was born in Cleveland, Ohio but spent most of...
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Colin R. Prestesater

Financial Advisor

406.728.6699

406.728.9226

colin.prestesater@WestPacWealth.com

Colin brings a wealth of knowledge to his clients in Montana and the surrounding Western United States. He specializes in preparing small business owners for retirement, employee retention and navigation through the financial aspects...

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Cory Morrison, RICP®, ChFC®, CASL®

Wealth Management Advisor

619.684.8632

619.684.6410

clmorrison@WestPacWealth.com

Cory is a California native, growing up in the San Francisco Bay Area. After high school, he sought out the warmer climes of Southern California and attended San Diego State University. He quickly dove into campus service, becoming...

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Danny Recht

Wealth Management Advisor

619.472.7041

619.684.6410

danny.recht@westpacwealth.com

Danny was born and raised in San Diego where his family has been since the early 50s.  He started his career as an intern at Smith Barney during his college years at the University of Arizona. At Smith Barney he really grew to...

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Darby Minnick, CLU, ChFC

Financial Representative

406.582.1211

(888) 400-9486

darbyminnick@glic.com

For over 30 years, Darby's primary aim has been to make a positive difference in other people's lives. He specializes in working with business owners of all types and sizes to bring new clarity to their business, refine their focus,...

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Diego Lopes

Financial Representative

503.483.8308

503.207.4551

Diego.Lopes@WestPacWealth.com

My purpose and passion is to transform and evolve the conversations people have about their finances. I work with individuals, families, and business owners to move toward achieving financial protection. I help my clients build and...

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Donald B. Pearson, CFP®, ChFC®, RICP®, WMCP®, MBA

Wealth Management Advisor

702.978.6910

702.978.6911

Donald.Pearson@WestPacWealth.com

Donald is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities. Upon graduating from the United States Naval Academy in 2016,...

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Dunavan Hahn

Financial Advisor

808.695.2106

808.695.2121

Dunavan.Hahn@WestPacWealth.com

I measure success by the amount of value that I add to society. That is what I strive to do for my clients every day. Add value to their lives and help people make smart financial decisions by focusing on things well within their...
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Hank Norman

Wealth Management Advisor

818.292.0683

Hank.Norman@WestPacWealth.com

Hank Norman is Wealth Management Advisor at WestPac Wealth Partners and is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. Hank partners with closely held business owners,...

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Hayden Coppedge

Financial Representative

971.235.8297

503.212.0213

hayden.coppedge@westpacwealth.com

Hayden Coppedge is a Financial Representative with WestPac Wealth Partners in Portland, OR.  Hayden works with individuals, families, and business owners to achieve their goals by finding financial clarity and confidence through...
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Henry Chau, CPWA®

Wealth Management Advisor

925.350.6593

925.380.9581

henry.chau@WestPacWealth.com

Henry have a passion for leadership, coaching and instills a pay-it-forward mentality. Today, he strives to help empower others personally and professionally, to create a better tomorrow, and helping to steer his clients away from the...

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Igor Acimovic

Disability Income Specialist | Brokerage Manager Financial Advisor

619.684.6400

619.684.6410

Igor.Acimovic@WestPacWealth.com

Igor has been the Disability Income Specialist at WestPac Wealth Partners for the past 9 years. He oversees the Bay Area, Las Vegas, and Phoenix Offices. His main role is to support all the Financial Representatives in the...

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Ivan Mercer

Wealth Management Advisor

925.380.9580

925.380.9581

Ivan.Mercer@WestPacWealth.com

Ivan Mercer has the unique ability to make complex financial strategy approachable and attainable. This has emboldened Families, Business Entrepreneurs, and Individuals to intelligently engage in building wealth. Ivan graduated from...

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Ivan Jordovic

Financial Advisor

619.614.7776

619.684.6410

Ivan.Jordovic@WestPacWealth.com

I came to The United States in May of 2018 with my wife and 7-month-old baby daughter. It was a huge change for all of us, leaving behind 30 years of our lives, friends, family, and moving halfway across the world. As every new...

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Jack L. Chou

Vice President

949.272.2107

949.272.2099

Jack.Chou@WestPacWealth.com

Jack Chou is Vice President of WestPac Wealth Partners, a privately-held wealth management firm in Orange County, California. He is passionate about working closely with individuals, families, and closely-held businesses and devising...

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Jacob Campbell

Wealth Management Advisor

619.684.6400

619.684.6410

jacob.campbell@westpacwealth.com

 Throughout my career, I have developed an understanding that many items affect an individual's, families, and/or corporation’s balance sheet and net worth. Whether it be policies enacted by the Federal and/or state government,...

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Jason Frederico, RICP, CFP, CLTC

Financial Advisor

702.978.6910

702.978.6911

Jason.Frederico@WestPacWealth.com

Jason Frederico, a financial advisor in the Las Vegas WestPac Wealth Partners office, is a native of the town where he still resides. He graduated from the University of Nevada, Las Vegas with a degree in Public Administration,...

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Jason Oshins, MBA, CExP™

Wealth Management Advisor

702.470.2753

702.978.6911

jason.oshins@WestPacWealth.com

Jason Oshins is a Financial Advisor with WestPac Wealth Partners, specializing in working with individuals, families, and business owners throughout the United States in effective financial decision making. By breaking down complex...

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Jason Moultrie

Financial Representative

702.994.6074

702.978.6911

Jason.Moultrie@WestPacWealth.com

My name is Jason Moultrie, and I am a Financial Representative at WestPac Wealth Partners here in Las Vegas. I am originally from Long Beach California though I have lived in the Vegas Valley for over 20 years. I have seen this city go...
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Jayrald Rabago

Financial Advisor

808.695.2153

808.695.2121

Jayrald.Rabago@WestPacWealth.com

I was born and raised in Hawaii and graduated from UH Manoa in 2012. I gained work experience through careers as a CPA in the public accounting sector and as a financial analyst at a local bank in Hawaii. I came to the realization that...

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Jeff Pawlowski, CLU

Managing Partner

503.207.4550

Jeff has always been passionate about growing an organization within the financial services industry and developing associates to deliver financial security to their clients through a philosophy of care. His passion for growth has been...

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Jeremy C. Wong

Registered Representative

925.380.9580

925.380.9581

Jeremy.Wong@WestPacWealth.com

Jeremy was born and raised in the Bay Area. He started his career in the insurance and financial services industry in 2007. Jeremy possesses a rare combination of experience in property and casualty, investments, retirement planning,...

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Jerry Strayve

Wealth Management Advisor

619.684.6400

619.684.6410

jerry_strayve@thewp2.com

Jerry is a Registered Representative with WestPac Wealth Partners. His focus is on facilitating the protection, liquidity, and growth within his client’s financial lives. Jerry’s experience in helping individuals and...

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Jim Glassman

Wealth Management Advisor

949.633.3940

jim.glassman@WestPacWealth.com

Jim Glassman uses his decades of successful business ownership and decision-making strategies to help business professionals and owners organize their financial life to acquire more net dollars at retirement. He...

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Johnny N. Coppedge

Financial Representative

503.207.4550

503.212.0213

Johnny.Coppedge@WestPacWealth.com

Johnny Coppedge is a career Registered Financial Representative with WestPac Wealth Partners and Park Avenue Securities. Johnny works in collaboration with business owners and professionals to identify their definition of financial...

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Jonathan M. Barrera

Registered Representative

805.228.0754

866.901.9502

jonathan.barrera@WestPacWealth.com

Jonathan was born in Wisconsin where most of his family resides. He went to high school in Las Vegas, so he understands that life isn’t always about the gamble but making strategic and informative decisions executes a healthy...

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Joni B. Redick-Yundt

Financial Representative

808.695.2140

808.695.2121

Joni.Redick@WestPacWealth.com

Joni's 'purpose' for working in the financial sector is heartfelt and goes a long way to explaining her high level of success in the financial and insurance industry. After two devastating events took the life of her older sister Lu,...

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Jordan M. Ibsen

Financial Advisor

702.978.6910

702.978.6911

Jordan.Ibsen@WestPacWealth.com

Jordan is a Financial Advisor, who has built his business by believing in helping clients protect what they have worked hard to earn and develop strategies that can help them achieve financial confidence. To accomplish these goals, it...

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Joseph DeLisi, CFP® ChFC®

901.468.6655

702.978.6911

joseph.delisi@WestPacWealth.com

Joe is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. He has been with the company since July of 2000. Joe works closely with high income earners in the medical and executive...

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Joseph Miller

Financial Advisor

702.978.6910

702.978.6911

Joseph.Miller@WestPacWealth.com

Joseph Miller is a Financial Advisor with WestPac Wealth Partners in Las Vegas, Nevada who has built his practice around working with medical professionals and business owners to get them on the right financial footpath. Whether they...

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Joseph Silla, CRPC® CMFC®

Financial Advisor

949.272.2100

949.272.2099

Joseph.Silla@WestPacWealth.com

With 10 years of experience in the Financial Services industry, Joseph and his team have been helping their clients with the guidance they need to reach their Retirement Planning, Investment Management, complex Estate, and Business...

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Josh Crame, MBA

Financial Advisor

702.978.6910

702.978.6911

Josh.Crame@WestPacWealth.com

We can’t choose our parents, so I feel lucky with the ones I got. They immigrated to the United States from the Philippines in the 1970s. As I grew up in Las Vegas in the 80s and 90s, I witnessed how hard they worked to provide...

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Joshua D. Brown, CFP®, MBA

Financial Advisor

520.591.5729

480.787.2721

Joshua.D.Brown@WestPacWealth.com

Josh's practice centers around working primarily with close privately held businesses, medical professionals, and business executives in the areas of insurance, investment, tax, and estate planning. As a Certified Financial Planner,...

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Julian Simmons

Financial Representative

808.695.2143

808.695.2121

Julian.Simmons@WestPacWealth.com

Since his early years in high school, Julian has been committed to executing on sound and effective personal financial management principles. This personal desire to make smart financial decisions has become a passion to share and help...
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Kelly Eng, CFA

Wealth Management Advisor

Kelly.Eng@WestPacWealth.com

Kelly is a Financial Representative at Westpac Wealth Partners. Kelly works with her clients in all aspects of financial wealth advisory including: asset protection, wealth accumulation and financial coordination. Kelly previously...

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Ken Ghahremani

Financial Advisor

619.684.6247

619.684.6410

ken.ghahremani@WestPacWealth.com

Ken came to WestPac in March of 2015 with ten years of experience in the financial services industry.  As Managing Director of the firm’s San Diego office, he has many roles.  First and foremost, Ken is responsible for managing a...

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Liang Lee

Senior Partner

808.695.2119

808.695.2121

Liang.Lee@WestPacWealth.com

Liang is a well-respected, highly knowledgeable financial advisor who provides comprehensive planning to his clients, with focus on risk management, investments, and long term financial security. Liang grew up and spent most of his...

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Loren Kawamoto

Agent

808.695.2100

808.695.2121

loren.kawamoto@WestPacWealth.com

Loren was born and raised here in Hawaii. Went to high school locally at Punahou and then graduated from The University of Portland in Oregon with a BS degree in Marketing and Finance. Growing up in the Islands he has experienced...

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Luka Vujovich

Financial Advisor

619.472.7025

619.684.6410

Luka.Vujovich@WestPacWealth.com

Luka grew up in Seattle, WA and attended Seattle Pacific University. He studied Business Administration at SPU and attended the Freie University in Berlin, Germany to participate in an international economics program. Luka moved to San...

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Luke Austin

Investment Advisor Representative

816.587.3347

Luke@AustinWealthStrategies.com

I joined Austin Wealth Strategies in 2005, representing the next generation of the family business. Working in partnership with my father, Rick, I am a financial advisor specializing in designing wealth accumulation and distribution...

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Lynsey Freeman

Managing Director

702.978.6910

702.978.6911

lynsey.freeman@WestPacWealth.com

When it comes to financial services, each client’s circumstance is unique. Lynsey Freeman’s passion is to educate and guide her clients from an individual perspective.

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Mark W. Vannatta, CFP® CLU®

Director of Investments

619.684.6408

619.684.6410

mark.vannatta@WestPacWealth.com

Do you worry about the ups and downs in the markets? Are you confident in your investment strategy? Mark’s passion and mission is “helping people enjoy life.” Mark does this by developing, with you, a personalized...

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Marko Mijuskovic, MBA, MSIS, CExP™

Senior Partner/Certified Exit Planner

808.695.2102

808.695.2121

Marko.Mijuskovic@WestPacWealth.com

For over a decade Marko has been providing individuals and business owners with comprehensive, innovative, financial planning services. Marko has a MBA, MSIS, and most recently a CExP™.

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Marko Zivic

Financial Advisor

619.684.6400

619.684.6410

marko.zivic@WestPacWealth.com

I have always valued social industries and having the opportunity to connect with people. Being brought up in an Eastern European household and being first-generation American really gave me insight to 2 very different sides of the...

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Marvin Gayle

VP, Wealth Management - Platform, Recruiting & Transition

718.415.9062

619.684.6410

Marvin.Gayle@WestPacWealth.com

Marvin is a Vice President with WestPac Wealth Partners and is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. Marvin philosophy is to" build relationships" with his clients to...
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Matt Howard

Financial Advisor

951.660.2533

619.684.6410

matt.howard@WestPacWealth.com

After enjoying successful careers in professional baseball and real estate financing, Matt Howard has joined the firm WestPac Wealth Partners as a Financial Advisor opening an office in Temecula, Ca. Matt was born in...

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Matthew A. Tabor, JD

Financial Representative

503.207.4550

503.207.4551

Matthew.Tabor@WestPacWealth.com

Matthew A. Tabor is a Financial Representative with WestPac Wealth Partners, LLC. He currently focuses his practice on comprehensive protection, cash flow, and business planning. Daily, Matthew uses his prior professional experiences...

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Michael Staggs

Investment Specialist

808.695.2100

808.695.2121

Michael.Staggs@WestPacWealth.com

Michael’s philosophy is to" build relationships" with his clients to help them realize" financial confidence" by providing a comprehensive planning approach based on a commitment to sound financial strategies, attention to detail...

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Michael Schulte, CExPTM

Investment Advisor Representative

307.337.4222

Michael.Schulte@WestPacWealth.com

Michael Schulte earned a bachelor's degree in finance from UNLV and began his financial services practice with WestPac Wealth Partners in 2012 with the goal of helping families and business owners make smart financial decisions that...

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Michael Hixson

Agent

406.624.6427

406.219.0618

michael_hixson@glic.com

Mike works in a partnership with his father-in-law, Darby Minnick. Mike's passion is to be an advocate for small family businesses, helping them grow, develop, overcome challenges and move forward. He joined Darby in 2006 and is on the...

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Michael H. Olivia, CFP® CExP™

Senior Partner

619.684.6406

619.684.6410

Michael.Olivia@WestPacWealth.com

Michael Olivia has the unique talent for taking complex financial strategies and transform them into something easily understandable. This has catapulted his success throughout his career. Mike graduated from Hofstra University in 1998...

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Michael Von Ebers

Financial Advisor

888.523.3201

619.684.6410

Michael.VonEbers@WestPacWealth.com

Wealth can never be genuinely defined by any amount of accumulated assets in this life.  True wealth is not dependent on net worth.  True moments of wealth (i.e. a child’s graduation, vacations with grandchildren, donating to a...

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Michael Hess, RICP

Vice President

818.892.7241

818.827.3489

michael.hess@WestPacWealth.com

Entering his 25th year in the financial services industry, Michael Hess understands that people no longer want multiple financial professionals giving them often confusing advice that lacks cohesive effort.  As a former Honorable Mention...

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Nash Subotic

Chief Executive Officer

619.684.6400

619.684.6410

nash.subotic@WestPacWealth.com

Nash understands what it takes to be committed and to succeed. The Bosnian civil war – and basketball – helped set the stage for the thriving life and financial career of WestPac Wealth Partners’ CEO. At 13 years of age...

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Nathan Ganz

Agent

503.207.4550

nathan.ganz@WestPacWealth.com

Nathan grew up in the Northwest in Portland and Salem, OR. Sports and music guided most of his childhood where he was a standout baseball player and musician. He received his Bachelor’s Degree in Theology from Portland Bible...

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Nemanja Selezan, MBA

Financial Advisor

619.684.6244

619.684.6410

nemanja.selezan@WestPacWealth.com

I measure my success by my ability to positively impact those with whom I come in contact, both personally and professionally. My calling in the financial services industry has developed over many years of seeing people financially...

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Nicholas Manago

Financial Representative

808.695.2100

808.695.2121

Nick.Manago@WestPacWealth.com

When it comes to financial organization, each individual has a unique situation. Working with his team, Nick develops a blueprint of the necessary steps to guide his clients to achieve financial balance. Born and raised in Honolulu,...

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Nichole Mayer, RICP®, CExP™

Wealth Management Advisor

619.684.8625

619.684.6410

Nichole.Mayer@WestPacWealth.com

Helping Executives & Business Owners obtain financial balance for today and for their retirement is the greatest aspect of Nichole’s work. Since joining WestPac Wealth Partners in 2014, Nichole Mayer has developed a team of leading...

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Nick Taber

Managing Associate

406.728.6699

406.728.9226

nick.taber@WestPacWealth.com

A Missoula native, Nick entered the financial services business at Northern Rockies Financial Group in 2006. He is passionate about helping business owners, professionals, and families secure their financial futures through his...

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Nikola Novakovic

Vice President | Wealth Management Advisor

786.646.1044

619.684.6410

nick.novakovic@westpacwealth.com

As Vice President of WestPac Wealth Partners, I work closely with individuals and families to help them overcome the financial hurdles of today's unpredictable world. I understand firsthand what it is like to have your financial plans...

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Pat Thebus

Chief Operations Officer (COO) & Agency Control Officer (ACO)

619.684.6268

619.684.6410

pat.thebus@WestPacWealth.com

Pat is a "Guard Dog" at heart.  He was recruited to Westpac in March 2013. When not operating as the Chief Operating and Agency Control Officer of Westpac, Pat and his wife, Karin raise, train and rescue German Shepherds. His...

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Patrick K. Collins, MBA, RICP®

Financial Advisor | Investment Specialist

702.978.6910

702.978.6911

Patrick.Collins@WestPacWealth.com

Patrick Collins is a Financial Advisor with Western Pacific Wealth Partners based out of the Las Vegas, Nevada office. Patrick began with WestPac in the fall of 2011 because of the customer-centric culture. He found that WestPac was...

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Paul Backofen

Financial Advisor

702.978.6910

702.978.6911

paul.backofen@WestPacWealth.com

I measure the success in my life by the amount of positive impact I have in other people's lives: my family, friends, colleagues, and my clients. I strongly believe in integrity and loyalty, and I aim to make a difference by inspiring...

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Paul Sonnier, MBA

Financial Advisor

925.380.9580

paul.sonnier@WestPacWealth.com

Paul Sonnier is a Monterey Bay native and has been working in the financial industry in various capacities since 2010. He proudly serves business owners, medical professionals, attorneys, military personnel, and families by...

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Pete Rogers

Partner

760.585.4008

619.684.6410

pete_rogers@glic.com

Pete Rogers has been in the financial services industry for 16 years and has been with WestPac Wealth Partners since 2005. He works with a team that specializes in protecting and growing his clients’ net worth. Pete is passionate

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Phil Kang, CExP

Managing Partner

925.350.6588

925.380.9581

Phil.Kang@WestPacWealth.com

Mr. Kang has climbed up the ranks of multiple Fortune 500 mutual companies since the inception of his financial services career. A bronze award recipient as a rookie at Northwestern Mutual, Mr. Kang quickly found himself specializing...

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Rachel Link

Agent

406.728.6699

(406) 728-9226

rachel_link@glic.com

Rachel's passion is helping her clients maximize their wealth through tax strategies and principles of money velocity. Rachel also owns a Helly Hansen store in Boise, Idaho; she has chosen to pursue a career in the financial services...

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Rachel Novak

Financial Advisor

503.207.4550

503.207.4551

Rachel.Novak@WestPacWealth.com

Rachel’s financial career began many years ago at her family's dinner table. As the daughter of an estate-planning attorney and psychiatrist, she grew up engaged in dinner conversation in New Rochelle, New York around the...

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Raquel Naranjo, J.D.

Financial Representative

805.883.3944

Raquel.naranjo@WestPacWealth.com

Raquel grew up in Bishop, California. After graduating from Bishop Union High School, she moved to Santa Barbara where she attended Santa Barbara City College and transferred to the University of California, Santa Barbara. She...

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Regina Reiff

Director of Recruiting & Business Development

619.684.6296

619.684.6410

regina.reiff@WestPacWealth.com

Regina Reiff came to San Diego with an intention to find a career where she could make an impact on a larger scale than just herself. Spending much of her life with athletic teams, she decided to study Kinesiology and Athletic Training...

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Rich Kettley

Vice President of Marketing and Development

619.684.6400 x 234

619.684.6410

Rich.Kettley@WestPacWealth.com

I measure success in life by one’s ability to positively impact those we come in contact with. For over twenty years I have coached and trained tens of thousands of financial professionals regarding marketing, practice management...

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Rod Roberto, CExP™

Senior Vice President

619.684.6407

619.684.6410

Rod.Roberto@WestPacWealth.com

Rod Roberto has been in the Southern California area for over 50 years. Since 2001, he has been educating and working with Physicians, Attorneys, Corporate Executives, and Business Owners in effective financial decision-making. Rod...

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Rod Crews, LUTCF®

Financial Advisor

619.684.6259

619.684.6410

rod.crews@WestPacWealth.com

Rod Crews has been working with clients in the financial services industry for the last 20 years. He develops close relationships with his clients helping them discern financial myths in an industry that floods consumers with volumes of...

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Rosa Hotz

Chief of Staff

949.272.2100

rosa.hotz@westpacwealth.com

Rosa joined Wealth Strategy Partners in January 2012 as the Director of Marketing. She is responsible for the marketing, communication and business development efforts of the firm.

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Roxy Kiessling

Financial Advisor

808.650.2008

808.695.2121

roxy.kiessling@WestPacWealth.com

Whether introducing a young professional to the world of finance or ensuring a family’s ability to protect the wealth they have worked hard to build over decades, each meeting offers an opportunity to discover and highlight ways...

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Ryan Nguyen

Wealth Management Advisor

949.272.2100

949.272.2099

Ryan.Nguyen@WestPacWealth.com

Born and raised in Southern California, Ryan attended the University of California, Riverside where he earned a Bachelor's Degree in Business Administration with a concentration in finance. Upon graduating, he developed his career at a...

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Samantha Haas

Registered Representative | Director of Business Development

808.206.9812

808.695.2121

Samantha.Haas@WestPacWealth.com

Samantha joined WestPac under its original name, Wealth Strategy Partners, in 2010 creating her own position along with its unique business model. A native of Boston, she has called Honolulu home since 2004. Sam has won several awards...

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Shannon Caul

Business Development & Event Coordinator

619.684.6400

619.684.6410

Shannon has 20 years of experience in the financial services industry and is currently the Business Development and Event Coordinator for WestPac Wealth Partners. Shannon has served clients and advisors in several roles throughout her...

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Slavica King

Director of Business Development

925.350.6584

925.380.9581

slavica.king@westpacwealth.com

Growing up in Bosnia during the war, having to work since the age of 12, and losing my parents all played a significant role in developing my passion for proper financial strategizing. These life-changing events rocked my world...

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Spencer Dung, CFP®, ChFC®

Managing Director/Wealth Management Advisor

808.695.2130

808.695.2121

spencer.dung@WestPacWealth.com

Spencer Dung was born and raised in Honolulu, HI. He was also raised in the Financial Services industry, watching both his Mom and Grandfather help families find financial success and stability. San Diego quickly became a second home...

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Stephen Kelly

Financial Advisor

858.779.1664

619.684.6410

stephen.kelly@WestPacWealth.com

Stephen Kelly's passion for Financial Wellness began in college.  As the first person in his family to attend a University, Stephen personally financed all his living expenses and tuition while attending the University of California...

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Susan Yoo

Financial Representative

925.759.5850

925.380.9581

Susan.Yoo@WestPacWealth.com

Susan commits her energy and passion to inspiring family and friends to live a life of significance. Her goal is always to help clients understand the importance of planning and organize their financial picture. Her studies have taken...

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Taylor Wong

Financial Advisor

808.695.2157

808.695.2121

Taylor.Wong@WestPacWealth.com

Taylor was born and raised in the beautiful Kaneohe, Hawaii. Growing up, he always had a passion for business and cooking. After graduating Kamehameha Schools in 2007, he pursued a career in culinary arts at Johnson & Wales University...

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Theo Stiller

Financial Coach

808.695.2108

808.695.2121

Theo.Stiller@WestPacWealth.com

As a Financial Specialist with Wealth Strategy Partners, I feel that I have achieved a great deal in my professional career. My idea of success comes from helping other people accomplish their goals. I enjoy networking and meeting new...

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Travis Scribner, CExP™

Managing Partner

702.978.6910

702.978.6911

travis.scribner@WestPacWealth.com

Travis Scribner was born in Oxford, England while his father served in the United States Air Force and moved to the United States at age 11. After graduating from the University of Nevada-Las Vegas, he began a career in secondary...

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Vladimir Sasic, ChFC®, CFP®, AEP®

Chief Business Development Officer

808.695.2100

Vladi.Sasic@WestPacWealth.com

Making smart financial decisions has become increasingly hard in the complex financial world we live in. At his best, Vladi helps his clients develop a blueprint and the means necessary for them to achieve optimal financial balance....

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Walter Brown, CFP®, ChFC®, CExP™

 

Financial Advisor

702.509.0334

702.978.6910

Walter.Brown@WestPacWealth.com

Walter Brown is a Certified Financial Planner™ with WestPac Wealth Partners. Walter works alongside individuals, families, and business owners nationwide to help them become the best financial versions of themselves that they can...
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Will Hage

Wealth Management Advisor

619.684.6263

619.684.6410

will.hage@WestPacWealth.com

Have you ever wondered if you are making the RIGHT financial decisions? Most people make financial decisions based upon a particular NEED or out of CONVENIENCE, meaning that because they purchased a home, now there is a NEED for Home...

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William Combs, CExP™

Wealth Management Advisor

619.684.6400

619.684.6410

william.combs@WestPacWealth.com

Billy Combs was born locally in Oceanside, CA. However, over the next 20 years he would find himself living in Tennessee, Montana, Northern California, Las Vegas and Paris, France before eventually returning to San Diego. It was here...

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William J. Stevens, CLU®, ChFC®, MSFS

Executive Vice President of Agency Distribution and Growth

480.787.2720

480.787.2721

William.Stevens@WestPacWealth.com

Bill joined WestPac in May of 2021. With decades of experience in the Financial Services profession, Bill has a passion for helping people achieve their dreams. Bill started out as a financial advisor right out of college and quickly...

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