Advisor
Aaron Puttroff, CExP™, CFP®
Partner, Living Legacy
619.684.6410
aaron.puttroff@livinglegacyllc.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...
Aaron Domingo
Managing Director, Financial Advisor
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...
Alec Williams
Financial Advisor
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,...
Alex Jakovljevic, MBA, CExP™
Senior Vice President & Wealth Management Advisor
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...
Alfred Valencia, CExP™
Wealth Management Advisor
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...
Alysa Ito, MBA
Financial Representative
949.272.2099
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...
Anand Nair, MSFS, CExP™
Wealth Management Advisor
702.978.6911
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...
Andrew P. Link, CLU, ChFC
Special Agent
(406) 728-9226
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...
Andrew Rogel
Wealth Management Advisor
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...
Andy Roberson, CFP®
Wealth Management Advisor
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...
Angela D. Mansfield
Financial Representative
480.787.2721
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...
Anthony Surataruna
Financial Representative
503.207.4551
Anthony.Surataruna@WestPacWealth.com
Ashley Nichols, JD
Financial Representative
619.684.6410
Ashley.Nichols@WestPacWealth.com
B. Todd Conway
Investment Specialist
925.380.9581
Brennan Drew, CExP™
Vice President - Financial Advisor
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,...
Brian Salonen
Financial Representative
(406) 728-9226
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...
Bridget Farrell
Business Development Manager & Wealth Management Advisor
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...
Bruce Fine
Financial Representative
619.684.6410
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...
Bryan Martinka
Financial Representative
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...
Chad Wilson, CPA
Wealth Management Advisor
619.684.6410
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...
Charbel Ghaby, MBA, RICP®
Wealth Management Advisor
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...
Chauntel Nakata
Financial Representative
808.695.2121
Chauntel.Nakata@WestPacWealth.com
Christina Oh
Financial Advisor
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...
Christopher Chow
Financial Advisor
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...
Colin R. Prestesater
Financial Advisor
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...
Cory Morrison, RICP®, ChFC®, CASL®
Wealth Management Advisor
619.684.6410
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...
Danny Recht
Wealth Management Advisor
619.684.6410
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...
Darby Minnick, CLU, ChFC
Financial Representative
(888) 400-9486
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,...
David Brown, MBA
Financial Representative
David.x.Brown@WestPacWealth.com
I work with you to simplify the complexity of financial & investment decisions so you can focus on achieving your goals and dreams. During our lives, we all face many decisions that will impact our financial situation which in turn...
Diego Lopes
Financial Representative
503.207.4551
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...
Donald B. Pearson, CFP®, ChFC®, RICP®, WMCP®, MBA
Wealth Management Advisor
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,...
Dunavan Hahn
Financial Advisor
808.695.2121
Dunavan.Hahn@WestPacWealth.com
Hank Norman
Wealth Management Advisor
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,...
Hayden Coppedge
Financial Representative
503.212.0213
hayden.coppedge@westpacwealth.com
Henry Chau, CPWA®
Wealth Management Advisor
925.380.9581
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...
Igor Acimovic
Disability Income Specialist | Brokerage Manager Financial Advisor
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...
Ivan Mercer
Wealth Management Advisor
925.380.9581
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...
Ivan Jordovic
Financial Advisor
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...
Jack L. Chou
Vice President
949.272.2099
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...
Jacob Campbell
Wealth Management Advisor
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,...
Jason Frederico, RICP, CFP, CLTC
Financial Advisor
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,...
Jason Oshins, MBA, CExP™
Wealth Management Advisor
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...
Jason Moultrie
Financial Representative
702.978.6911
Jason.Moultrie@WestPacWealth.com
Jayrald Rabago
Financial Advisor
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...
Jeff Pawlowski, CLU
Managing Partner
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...
Jeremy C. Wong
Registered Representative
925.380.9581
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,...
Jerry Strayve
Wealth Management Advisor
619.684.6410
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...
Jim Glassman
Wealth Management Advisor
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...
Johnny N. Coppedge
Financial Representative
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...
Jonathan M. Barrera
Registered Representative
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...
Joni B. Redick-Yundt
Financial Representative
808.695.2121
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,...
Jordan M. Ibsen
Financial Advisor
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...
Joseph DeLisi, CFP® ChFC®
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...
Joseph Miller
Financial Advisor
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...
Joseph Silla, CRPC® CMFC®
Financial Advisor
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...
Josh Crame, MBA
Financial Advisor
702.978.6911
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...
Joshua D. Brown, CFP®, MBA
Financial Advisor
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,...
Julian Simmons
Financial Representative
808.695.2121
Julian.Simmons@WestPacWealth.com
Kelly Eng, CFA
Wealth Management Advisor
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...
Ken Ghahremani
Financial Advisor
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...
Loren Kawamoto
Agent
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...
Luka Vujovich
Financial Advisor
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...
Luke Austin
Investment Advisor Representative
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...
Lynsey Freeman
Managing Director
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.
Mark W. Vannatta, CFP® CLU®
Director of Investments
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...
Marko Mijuskovic, MBA, MSIS, CExP™
Senior Partner/Certified Exit Planner
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™.
Marko Zivic
Financial Advisor
619.684.6410
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...
Marvin Gayle
VP, Wealth Management - Platform, Recruiting & Transition
619.684.6410
Marvin.Gayle@WestPacWealth.com
Matt Howard
Financial Advisor
619.684.6410
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...
Matthew A. Tabor, JD
Financial Representative
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...
Michael Staggs
Investment Specialist
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...
Michael Schulte, CExPTM
Investment Advisor Representative
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...
Michael Hixson
Agent
406.219.0618
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...
Michael H. Olivia, CFP® CExP™
Senior Partner
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...
Michael Von Ebers
Financial Advisor
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...
Michael Hess, RICP
Vice President
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...
Nash Subotic
Chief Executive Officer
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...
Nathan Ganz
Agent
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...
Nemanja Selezan, MBA
Financial Advisor
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...
Nicholas Manago
Financial Representative
808.695.2121
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,...
Nichole Mayer, RICP®, CExP™
Wealth Management Advisor
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...
Nick Taber
Managing Associate
406.728.9226
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...
Nikola Novakovic
Vice President | Wealth Management Advisor
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...
Pat Thebus
Chief Operations Officer (COO) & Agency Control Officer (ACO)
619.684.6410
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...
Patrick K. Collins, MBA, RICP®
Financial Advisor | Investment Specialist
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...
Paul Backofen
Financial Advisor
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...
Paul Sonnier, MBA
Financial Advisor
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...
Pete Rogers
Partner
619.684.6410
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
Phil Kang, CExP
Managing Partner
925.380.9581
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...
Rachel Link
Agent
(406) 728-9226
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...
Rachel Novak
Financial Advisor
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...
Raquel Naranjo, J.D.
Financial Representative
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...
Regina Reiff
Director of Recruiting & Business Development
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...
Rich Kettley
Vice President of Marketing and Development
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...
Rod Roberto, CExP™
Senior Vice President
619.684.6410
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...
Rod Crews, LUTCF®
Financial Advisor
619.684.6410
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...
Roxy Kiessling
Financial Advisor
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...
Samantha Haas
Registered Representative | Director of Business Development
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...
Shannon Caul
Business Development & Event Coordinator
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...
Slavica King
Director of Business Development
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...
Spencer Dung, CFP®, ChFC®
Managing Director/Wealth Management Advisor
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...
Stephen Kelly
Financial Advisor
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...
Taylor Wong
Financial Advisor
808.695.2121
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...
Theo Stiller
Financial Coach
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...
Travis Scribner, CExP™
Managing Partner
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...
Vladimir Sasic, ChFC®, CFP®, AEP®
Chief Business Development Officer
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....
Walter Brown, CFP®, ChFC®, CExP™
Financial Advisor
702.978.6910
Walter.Brown@WestPacWealth.com
William Combs, CExP™
Wealth Management Advisor
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...
William J. Stevens, CLU®, ChFC®, MSFS
Executive Vice President of Agency Distribution and Growth
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...