Advisor

Bryan.Briand@WestPacWealth.com

503.207.4551

Imagine a future where financial goals are not just aspirations but tangible achievements. Picture your wealth growing strategically, supporting your desired lifestyles, protecting your legacy, and making a lasting impact. This is the...

Bryan Nakamoto, CFP®, CRPC, CEPA

Wealth Management Advisor

808.695.2165

Bryan.Nakamoto@westpacwealth.com

Bryan Nakamoto is a Financial Advisor with WestPac Wealth Partners® and works with business owners and high-net-worth families in Honolulu, Hawaii, and across the United States. He specializes in helping entrepreneurs navigate growth,...

Cameron Lee

Financial Representative

971.808.8337

Cameron.Lee@WestPacWealth.com

I’m a Financial Representative with WestPac Wealth Partners, where I help individuals, families, and business owners build clear, personalized strategies to grow, protect, and enjoy their wealth. My focus is on simplifying financial...

Cassandra Workman

Financial Representative

916.529.7271

Cassandra.Workman@westpacwealth.com

Cassandra Workman works with individuals and families to provide education and guidance around financial protection, preparation, and long-term decision-making. Through running her own notary business, along with a background in...

Chad Wilson, CPA

Wealth Management Advisor

619.777.5906

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...

Charbel Ghaby, MBA, RICP, CExP

Wealth Management Advisor

818.395.8920

619.684.6410

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...

Chase Perchal

Wealth Management Advisor

520.677.3511

EChase.Perchal@westpacwealth.com

Helping individuals and business owners achieve financial clarity and long-term confidence is at the heart of Chase’s work. With three years of experience in the financial services industry, Chase provides tailored financial solutions...

Christina Oh, CFP® ChFC®

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...

Christopher Chow

Wealth Management 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...

Christopher Guzman

Registered Representative

925.783.5829

Christopher.Guzman@westpacwealth.co

Chris Guzman has been a financial professional since 2013. He began his career helping families organize their finances and now specializes in guiding dental practices and business owners through strategic financial processes.Clients...

Colin R. Prestesater, CExP™

Financial Advisor

406.728.6699

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...

Collin Watkins

Financial Representative

Collin.Watkins@westpacwealth.com

Collin focuses on serving business owners and helping families make smart financial decisions through the growing complexity of their financial lives. As careers evolve, families expand, and goals change, financial decisions become...

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...

Creighton Hardy, CFP®, ChFC®

Wealth Management Advisor

Creighton.Hardy@WestPacWealth.com

Creighton Hardy is a Wealth Management Advisor at WestPacWealth Partners with a passion for helping individuals and families achieve greater clarity and confidence. He began his career with Northwestern Mutual in 2016 and, in 2022,...

Dan Zufall

Wealth Management Advisor

480.520.8207

480.787.2721

Dan.Zufall@WestPacWealth.com

Dan Zufall is a Wealth Management Advisor and Mortgage Professional, recognized as a 2023 Five Star Mortgage Professional. * Dan's ultimate goal for his clients is to ensure that the entirety of their financial world is working in...

Daniel Panique

Financial Representative

403.396.6280

Daniel.Panique@WestPacWealth.com

Dan has lived and worked in Northwest Montana for over 40 years. He is a 2006 graduate of the University of Montana with a degree in Finance and a minor in Economics. He brings a breadth of experience to the table from his 2 years in...

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...

Darby Minnick, CLU, ChFC

Financial Advisor

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,...

Darko Dan Milosevic

Financial Advisor

708.830.5848

Dan.Milosevic@WestPacWealth.com

Hey there! I’m Dan, and I’m all about helping people take control of their finances without the stress.I was born and raised in Serbia, where I earned my law degree, passed the bar exam, and even went on to become a Second Lieutenant...

Dave Peniuk

Financial Representative

310.487.3518

Dave.Peniuk@WestPacWealth.com

Dave Peniuk has built his career around helping others make informed, confident financial decisions. With a background spanning psychology, market research, real estate, and education, Dave brings a rare combination of analytical...

David Weinstein

Director of Employee Benefits

602.373.2555

David.Weinstein@WestPacWealth.com

My role as Director of Employee Benefits allows you to utilize my 33 years of experience as a senior employee benefits consultant. I provide clients comprehensive employee benefit packages which include medical, life, disability,...

David Moore

Financial Advisor

480.221.7705

David.x.Moore@WestPacWealth.com

David Moore is a Financial Advisor at WestPac Wealth Partners, where he leverages his passion for finance and strong determination to provide exceptional service to his clients. As a young financial services professional, David is...

Dennis Bavin

Wealth Management Advisor

858.442.3232

Dennis.Bavin@westpacwealth.com

Dennis is a Financial Advisor who has dedicated his career to helping physicians and business owners organize, protect, and build wealth. He was raised in San Diego, California, where his family owned a restaurant in Poway. Growing up...

Diego Villicaña Franco

Managing Associate

707.239.1715

Diego.VillicanaFranco@westpacwealth.com

As a first generation American raised by a mechanic and a housekeeper, financial planning was not something that was talked about growing up.That perspective shapes how our team works with clients today.Our team works with individuals,...

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...

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

Wealth Management Advisor

Donald.Pearson@WestPacWealth.com

702.978.6911

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,...

Doug Newton

Wealth Management Advisor

401.837.6211

Doug.Newton@WestPacWealth.com

Doug Newton has built his career around storytelling and strategy. Born and raised in Rhode Island, he graduated from James Madison University and went on to spend 14 years in the television industry, working on nationally recognized...

Drew Schwandt

Financial Representative

616.337.6537

Drew.Schwandt@WestPacWealth.com

After teaching middle school math for 5 years, I have now found a new mission in life to educate adults in finances and wealth building strategies. I help business owners and families build a comprehensive protectionstrategy by...

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...

Ethan Patrick

Financial Representative

209.769.4902

Ethan.Patrick@WestPacWealth.com

My name is Ethan Patrick and I'm a Financial Representative with WestPac Wealth Partners, at 21 years young I began this career at 19 but I built my experience in the finance field long before that as I started investing at 17 and...

Fabio Lando

Financial Representative

916.407.4243

Fabio.Lando@westpacwealth.com

As an immigrant, Fabio quickly learned the importance of working hard and being regarded not only as a hard-working problem solver but also as a trusted member of the team. As well as having a team-based mentality, Fabio leaned into...

Florence Bamidele

Registered Representative

925.548.5331

Florence.Bamidele@westpacwealth.com

Florence began her career in the telecommunications industry, joining a satellite sales company as a receptionist. Her strong work ethic and natural aptitude for numbers quickly set her apart, leading to a promotion into the accounts...

Fred Abbamonte

Financial Representative

804.647.6984

Fred.Abbamonte@WestPacWealth.com

After attending Radford University in Virginia, I began working with clients in mortgage finance in 1998. At the age of 28 I opened a small mortgage brokerage firm of my own in Richmond VA. After the housing crisis in 2008 I pivoted,...

Freddy Lopez, MBA

Fianancial Advisor

702.800.6173

Freddy.Lopez@WestPacWealth.com

I’m Freddy S. Lopez, born and raised in the vibrant city of Las Vegas, and proud to call it home. Growing up in a large family taught me the importance of community and support, values that I carry into my professional life.I earned...

Garrett Gates

Financial Advisor

424.279.0987

Garrett.Gates@WestPacWealth.com

Grant Mathews, MBA

Financial Representative

916.607.3141

Grant.Mathews@westpacwealth.co

I’m a Financial Representative with WestPac Wealth Partners, where I get to help people make smart, confident decisions about their money and long-term goals. I’ve spent about seven years in the financial services world—two of those as...

Greg Hunko

Financial Advisor

Greg.Hunko@WestPacWealth.com

702.978.6911

After spending 28 years as a Manager for Home Depot I comfortably retired in 2018. They say the two most important days of your life are the day you are born and the day you discover why. It took 60 years for me to discover that my...

Hank Norman, CExP™

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,...

Igor Acimovic

Disability Income Specialist | Brokerage Manager Financial Advisor

Igor.Acimovic@WestPacWealth.com

619.684.6410

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

925.380.9580

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...

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...

Jack Perry

Wealth Management Advisor

925.350.6584

925.380.9581

Jack.Perry@WestPacWealth.com

Jack is a Financial Representative at WestPac Wealth Partners. He was born and raised in the Bay Area, where he still resides today. Jack attended Cal Poly San Luis Obispo where he discovered his passion for finance. After studying...

Jacob A. Campbell

Wealth Management Advisor

760.291.9161

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,...

Jacob Yanes

Financial Representative

602.905.9887

Jacob.Yanes@westpacwealth.com

I'm a financial professional in Gilbert, Arizona, where I grew up and love giving back to the community that shaped me.A team sports kid at heart, I naturally gravitate toward collaboration, and I'm genuinely excited to be a part of...

Jacob Lee

Wealth Management Advisor

781.219.7034

Jacob.Lee@WestPacWealth.com

Jacob has been an advisor in financial services since 2018. Integrity and loyalty to clients and colleagues are the driving factors in Jacob's practice. His passion is working with clients to build trusted relationships that translates...

Jalen Lee

Financial Advisor

480.861.7573

Jalen.Lee@westpacwealth.com

Jalen Lee is a Financial Advisor with WestPac Wealth Partners. He works alongside his team to help individuals, families, and business owners align their financial decisions with long-term goals through a comprehensive and coordinated...

Jalyn Lupo, MBA

Wealth Management Advisor

619.566.2173

Jalyn.Lupo@WestPacWealth.com

Jalyn Lupo is a Wealth Management Advisor at WestPac Wealth Partners and a Registered Representative (RR) & Investment Advisor Representative (IAR) of Park Avenue Securities.Born and raised in San Diego, she's a huge Padres fan who’s...

Janice Ratteree

Financial Representative

650.450.1242

Janice.Ratteree@westpacwealth.com

Janice Ratteree joined the firm WestPac Wealth Partners and serves as a Financial Representative based in Modesto, CA.Janice began her career in client-focused roles spanning staffing, payroll, and business services, where she...

Jared Burgess

Financial Advisor

702.720.4514

jared.burgess@westpacwealth.com

Jared is committed to helping professionals, families, and business owners build lives filled with financial stability, clarity, and choice. Over more than two decades of service as a career naval officer, he developed deep experience...

Jason Frederico, CFP®, ChFC®, RICP®, CLTC®

Financial Advisor

702.300.0850

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

702.470.2753

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...

Jason Berton

Financial Advisor

J.Berton@WestPacWealth.com

Specializing in providing clients with financial clarity, strategic planning, and fostering collaborative efforts, Jason excels in helping individuals confidently pursue purposeful and fulfilling lives through robust financial...

Jason Nguyen

Financial Representative

916.591.0516

KhanhJason.Nguyen@glic.com

Financial Representative at WestPac Wealth Partners. Helping you protect what matters, grow your wealth, and plan with confidence.I help individuals, families, and business owners create financial clarity, confidence, and long-term...

Jason Shapiro

Senior Vice President

747.209.1164

Jason.Shapiro@WestPacWealth.com

Jason Shapiro currently holds the position of Financial Professional at WestPac Wealth Partners. Prior to this role, he dedicated 15 years to Northwestern Mutual. Driven by his entrepreneurial spirit, Jason seized the opportunity as a...

Jeff Pawlowski, CLU

Managing Partner

Jeffrey.Barrette@WestPacWealth.com

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...

Jeffrey Barrette

Financial Advisor

619.717.3338

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,...

Jesse Corriea

Managing Associate

916.619.2136

Jesse.Corriea@westpacwealth.com

After more than a decade in financial planning—and having advised hundreds of families—I’ve come to a clear and somewhat unsettling realization: most households are operating far below their financial potential. Not because they lack...

Jimmy Kim

Financial Representative

213.842.8675

Jimmy.Kim@WestPacWealth.com

At WestPac Wealth Partners, I believe financial services should feel less like a transaction and more like a relationship built on trust, clarity, and purpose. Money isn’t just about numbers—it’s about the life you want to create for...

Jimmy Cameron

Financial Advisor

559.341.7518

Jimmy.Cameron@WestPacWealth.com

INTERESTS:Jimmy resides in Tigard, OR with his wife, but they also spend time traveling to California to visit family. As an extrovert, he enjoys exploring new places, is an avid sports fan, and is the happiest when surrounded by...

John Rackleff,
3550 Excel Dr Suite 100 Medford, Oregon 97504

Financial Advisor

541.622.8322

John.Rackleff@WestPacWealth.com

While attending college in pre-med John was working for his father’s roofing company. When his father passed away without life insurance, John was forced to drop out of college and seek employment.Because of this experience, when he...

Johnny N. Coppedge

Financial Representative

503.680.5123

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

Financial Advisor

512.423.3250

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...

Jonathan Markos

Financial Advisor

619.316.5585

Jonathan.Markos@WestPacWealth.com

Jonathan Markos is a financial advisor with over 20 years of experience in financial services guiding individuals and families toward financial stability and lasting independence. As a graduate of Bucknell University where he graduated...

Jordan M. Ibsen

Financial Advisor

Jordan.Ibsen@WestPacWealth.com

702.978.6911

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...

Jordon Santos

Financial Advisor

Jordon.Santos@WestPacWealth.com

Born and raised in Hawai‘i, Jordon has always felt a strong connection to the community that shaped him. After graduating from Northern Arizona University with a Bachelor of Science in Finance, he returned home to be closer to his...

Joseph DeLisi, CFP® ChFC®

Financial Advisor

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...

Joseph Miller

Director of Business Development | Financial Advisor

702.335.3128

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

949.294.7570

949.272.2099

Joseph.Silla@WestPacWealth.com

With over 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...

Josh Crame, MBA

Financial Advisor

702.528.9092

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...

Josh Nardi

Financial Advisor

702.624.6800

Josh.Nardi@WestPacWealth.com

For over 15 years, I helped families finance their version of the American dream through homeownership. But over time, I realized that many were being approved for more than they could afford, locking up their money in an illiquid...

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,...

Joshua Tobosa

Financial Representative

808.695.2136

Joshua.Tobosa@WestPacWealth.com

Serving Those Who Serve, Build, and Lead in Hawai‘iJoshua Tobosa is a Financial Representative with WestPac Wealth Partners and a retired Chief Petty Officer with more than 22 years of distinguished service in the United States Coast...

JP Bustamante

Wealth Management Advisor

6194194342

Jp.Bustamante@WestPacW6194194342ealth.com

Juan Pablo (JP) a finance professional based in San Diego with a background that bridges cultures and industries. As a financial advisor dedicated to going the extra mile to helping individuals, families, and business owners coordinate...

Kaden Lewis, MBA

Financial Representative

360.440.9826

Kaden.Lewis@westpacwealth.com

Kaden Lewis is originally from Washington State and began his collegiate career at Edmonds College before continuing at Point Loma Nazarene University in San Diego, where he earned his MBA with a concentration in Sports Management....

Kara Edmiston, MBA

Financial Representative,

503.730.0767

503.207.4550

Kara.Edmiston@westpacwealth.com

I’m a Financial Representative with WestPac Wealth Partners, where I help individuals, families, and business owners create clear, personalized strategies to grow, protect, and enjoy their wealth. My goal is to simplify complex...

Keith Hale

Financial Representative

916.407.3123

Keith.Hale@WestPacWealth.com

Keith Hale Jr. is a first-generation college graduate from Discovery Bay, California, a devoted family man, and a former collegiate baseball player whose discipline, leadership, and competitive drive now shape his work in financial...

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...

Kelsey Robinson, MBA

Financial Advisor

314.556.5349

Kelsey.Robinson@WestPacWealth.com

My passion is helping families and business owners achieve their financial goals through thoughtful planning, clear guidance, and long-term relationships built on trust. I believe strongly in integrity, transparency, and the idea that...

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...

Kenar Mayol

Recruiting Director

702.358.6413

Kenar.Mayol@WestPacWealth.com

Kenar is a Las Vegas local and graduate of the University of Nevada, Las Vegas. Kenar has always been passionate about helping people, and she knew she wanted to find a career that allowed her to fulfill this purpose. After graduating...

Keoni Medeiros

Financial Representative

808-774-2365

Keoni.Medeiros@westpacwealth.com

Smart financial decisions begin with having a clear picture. When you know where you stand today, you can plan for your future with intention.My team and I work with young families, professionals, and business owners. We help uncover...

Kim Loane

Chief of Staff

747.209.1166

Kim.Loane@WestPacWealth.com

Kim Loane currently holds the position of Chief of Staff to the Jason Shapiro team at WestPac Wealth. She embarked on her previous journey with Northwestern Mutual in 2011, initially serving as an Administrative Assistant and rapidly...

Kimelton Madrigal Kim

Wealth Management Advisor

858.264.8897

619.684.6410

Kimelton.Kim@WestPacWealth.com

Kimelton Madrigal Kim serves as a Wealth Management Advisor of Westpac Wealth Partners and as a Registered Representative (RR) of Park Avenue Securities. He is committed to assisting his clientele with maximizing cash flow, investment...

Kris Triana

Financial Representative

702.354.9347

Kris.Triana@WestPacWealth.com

My goal is to help you get what you want out of life. My team and I will tailor a strategy to help get you where you want to be.Before entering Finance, I worked closely with business owners in healthcare and real estate, seeing...

Liang Lee

Senior Partner

808.695.2119

Liang.Lee@WestPacWealth.com

808.695.2121

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

Luka Vujovich

Financial Advisor

619.472.7025

206.859.8417

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, MBA

Investment Advisor Representative

816.587.3347

816.898.2816

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

Financial Advisor

702.286.6552

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.

Makoa Hotz

Wealth Management Advisor

949.776.1190

Makoa.Hotz@WestPacWealth.com

Since an early age, Makoa has been driven by a belief in challenging the status quo. He possesses a unique perspective and a penchant for thinking outside the box, which has led him to question conventional wisdom invarious aspects of...

Marcus Nolan

Financial Advisor

307.337.4222

Marcus.Nolan@WestPacWealth.com

Helping Tradespeople Build, Protect, and Build Their WealthI was born and raised in Casper, Wyoming, and recently started a family with my wife, Adrianah, and our two daughters, Amelia and Athena—my pride and joy.My practice is focused...

Margaret Atherton

Business Development

Margaret.Atherton@WestPacWealth.com

Margaret Atherton is a passionate professional with a strong background in both business and athletics. A graduate of Arizona State University, she earned a BS in Business Management and later a Masters of Sports Law and Business....

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...

Mark Grubbs, MBA, CExP™

Financial Advisor

503.207.4525

503.207.4551

Mark.Grubbs@WestPacWealth.com

Since I started with WestPac Wealth Partners in 2012, I made a conscious decision to serve business owners. We give business owners the confidence to take control of their business and guide them to build a clear path to their...

Mark SanGiacomo

VP of Life Sales & Advanced Case Design

Mark.Sangiacomo@westpacwealth.com

619.684.6410

Mark SanGiacomo is a 20 year veteran of the financial services industry. He joined WestPac in November of 2025 as Vice President of Life Sales and Advanced Case Design. Prior to WestPac, Mark held a variety of roles within Guardian...

Mark Brady

Financial Representative

971.771.7620

Mark.Brady@westpacwealth.co

Having lived overseas for over 30 years, Mark knows the pain points of being US-connected abroad. He joined WestPac Wealth Partners to build solutions for this underserved market segment leveraging his time in Asia and the firm’s deep...

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™.

Marko Zivic

Financial Advisor

858.401.2491

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...

Marko Jaric

VP Business Development, Head of Entertainment & Sports Division

917.744.9866

Marko.Jaric@WestPacWealth.com

Marko Jarić has garnered recognition both within and beyond the basketball court from his noteworthy tenure in the NBA to venturing into entrepreneurship. He has established himself as a prominent figure in the world of sports,...

Marko Branisavljevic

Financial Representative

407.761.9910

Marko.Branis@WestPacWealth.com

As a Financial Professional with WestPac Wealth Partners, I work closely with individuals, families and businesses to help them navigate the financial challenges of today's unpredictable world. My goal is to provide clarity, confidence...

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...

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...

Matt Lesher

Financial Advisor

503.703.6979

Matt.Lesher@WestPacWealth.com

Twenty years is a good teacher in any industry, but particularly in real estate. During his 20+ years in the real estate space, Matt learned to use careful analysis, insight and client-focused strategies in up markets, down markets and...

Matthew A. Tabor, JD

Financial Advisor

503.267.0660

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...

Megan Sheridan

Financial Advisor

702.204.7160

Megan.Sheridan@WestPacWealth.com

As a dedicated financial advisor and career transitioner from the hospitality industry, I am passionate about providing the financial education that many of us never received in school. During my time in hospitality, I noticed a...

Michael Staggs

Investment Specialist

Michael.Staggs@WestPacWealth.com

808.695.2121

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, a...

Michael Schulte, CExP^TM

Financial Advisor | Certified Exit Planner

702.767.4897

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 Robertson

Financial Advisor

Mike.Robertson@WestPacWealth.com

808.695.2121

The decisions you’ve made in the past have gotten you to where you are today. Let’s gain Financial Clarity and control, to take you to places you’ve never been. Growing up on the Island of Oahu, Michael attended Punahou High School...

Michael Funaro

Financial Professional

310.318.4111

Michael.Funaro@WestPacWealth.com

Michael A. Funaro joins us from Kansas City, Missouri, where he runs his own practice as a Registered Representative with Westpac Wealth Partners. When he’s not providing financial guidance and education, you can find him coaching...

Michael Hixson

Financial Advisor

michael_hixson@glic.com

Michael Lewis

Financial Representative

949.201.3148

Michael.x.lewis1@WestPacWealth.com

Michael Lewis is a financial professional dedicated to helping individuals, families, and business owners makesmart financial decisions that bring clarity, stability, and confidence to their lives. He works closely with businessowners,...

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...

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...

Michael Hess, RICP

Vice President

310.497.7932

michael.hess@WestPacWealth.com

Entering his 25^th 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

Nash.Subotic@WestPacWealth.com

619.684.6410

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 Lopes

Financial Representative

Nathan.Lopes@WestPacWealth.com

503.207.4551

Nathan strives to revolutionize the way people think about their finances. Nathan and his team serve as financial quarterbacks for their clients; through coordinating with their clients' other professionals, they take a concerted...

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...

Nicholas Manago

Financial Representative

Nick.Manago@WestPacWealth.com

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, CFP®, CExP™, RICP®

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...

Nick Taber

Financial Advisor

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 reach financial confidencethrough his emphasis on...

Nick Flanders

Financial Representative

Nick.Flanders@WestPacWealth.com

Nick Clark

Managing Partner

512.800.1178

Nick.Clark@WestPacWealth.com

Nicholas “Nick” Clark a native to Pennsylvania where he started his career in Financial Services after going through the loss of his father and personally witnessing how improper planning can negatively affect a business and its...

Nick Salcedo

Financial Representative

858.829.7895

Nick.Salcedo@WestPacWealth.com

Nick Salcedo is a Financial Representative at WestPac Wealth Partners, dedicated to helping individuals, families, and business owners take control of their financial future.He believes that everyone should have access to the resources...

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...

Octavian Milano

Financial Advisor

310.997.7606

Cctavian.Milano@WestPacWealth.com

Most people make financial decisions every day, but don’t realize the impact of not having a plan. Withoutone, it becomes harder to retire comfortably or leave a meaningful legacy for loved ones. I help bring structure and clarity to...

Olga Vallejo

Financial Representative

805.689.4101

Olga.Vallejo@WestPacWealth.com

Olga was raised in Santa Barbara, California since the age of 10. There she attended Santa Barbara City College and later transferred to Northridge. She obtained an associate's degree in Liberal Studies.Olga spent ten years as an...

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 credentials...

Patrick K. Collins, MBA, RICP®, ChFC®, CFP®

Financial Advisor | Investment Specialist

Patrick.Collins@WestPacWealth.com

702.978.6911

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

paul.backofen@WestPacWealth.com

702.978.6911

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

831.915.1650

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...

Peter Weinberg, MBA

Wealth Management Advisor

858.692.0004

619.684.6410

Peter.Weinberg@WestPacWealth.com

Helping business owners and families make smart and informed decisions to help protect and expand their wealth. I measure my success by the amount of positive impact I have in the world, namely in the lives of my family, friends,...

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...

Ponce Deleong Smith

Financial Representative

916.470.7290

PonceDeleong.Smith@westpacwealth.com

With over 20 years of experience in real estate and a strong background in financial services, I take a strategic approach to helping individuals and families build and protect their wealth. I’m known for being honest, dependable, and...

Rachel FK Novak, CExP™, RICP®

Financial Advisor

Rachel.Novak@WestPacWealth.com

503.207.4551

Rachel’s financial career began as a child at her family's dinner table. As the daughter of an estate-planning attorney and psychiatrist, she grew up engaged in dinner conversation about protecting one’s finances and the suffering...

Randy Rivas

Financial Representative

702.349.2508

Randy.Rivas@WestPacWealth.com

Randy Rivas is a Financial Representative at WestPac Wealth Partners in Las Vegas, NV, where he helps individuals, families, and business owners build personalized financial strategies aligned with their goals and values. His mission...

Raquel Naranjo, J.D.

Financial Representative

805.448.0640

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...

Reed Puzzitiello

Financial Professional

727.501.6931

619.684.6410

Reed.Puzzitiello@westpacwealth.com

I am Reed Puzzitiello, a Financial Professional with a passion for helping individuals feel confident about their future. Through my work, I strive to help people think bigger, recognize their potential, and make informed decisions that...

Regina Reiff

Vice President of Leadership Development & Recruiting

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...

Reid White, CFP®, CLU®

Financial Advisor

509.842.8870

Reid.White@WestPacWealth.com

I’ve always been driven by a simple but powerful mission: to serve others and help them take control of their financial future. That drive was shaped early in life while working alongside my dad in his construction business. I saw...

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...

Rod Roberto, CExP™

Senior Vice President

619.684.6407

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...

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...

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.

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...

Ryan Myers

Financial Advisor

503.349.0439

Ryan.Myers@WestPacWealth.com

After being an entrepreneur and owning a company himself, Ryan decided to use his hands-on experience in the trenches to serve other business owners in his community. Now, Ryan, and his team of advisors, help business owners bring...

Ryan Schulte, CFP®

Financial Advisor

949.336.2593

Ryan.Schulte@WestPacWealth.com

Each year that goes by, managing our finances becomes more and more complicated. With new digital subscriptions, changing tax law, new financial instruments, and all the other changes people have to deal with, it’s difficult to...

Rylos Taylor

Registered Representative

510.304.4473

Rylos.Taylor@glic.com

I work with individuals, families, and business owners to help them protect their income, grow their wealth, and design a thoughtful, intentional exit plan from the workforce. My approach centers on helping people build clear,...

Samantha Haas, CEPA®, CLTC®

Director of Business Development/Financial Advisor

808.206.9812

808.695.2121

Samantha.Haas@WestPacWealth.com

My team specializes in Advanced Tax and Estate Planning, Business Valuation and Acceleration, and Business Exit and Continuity Plans. We assist self-employed and business owners by serving as their personal CFO, helping them achieve...

Sandra Partida

747.209.1167

Sandra.Partida@WestPacWealth.com

Sandra Partida is the Director of Operations for the Shapiro Team at WestPac Wealth Partners. Sandra commenced her journey with Northwestern Mutual in 2017. Before joining the Shapiro Team, she demonstrated her managerial...

Scott Blakney

Financial Representative

509.781.2878

Scott.Blakney@WestPacWealth.com

Scott began his professional career with WestPac Wealth Partners in June 2025, bringing with him a unique blend of athletic discipline and academic achievement. He earned his bachelor’s degree in economics while playing Division I...

Sean Mounce

Wealth Management Advisor

310.414.7299

SeanM@WestPacWealth.com

From his earliest years, Sean discovered his passion for connecting with others. Raised in Southern Californiawithin a tight-knit family, Sean's love for companionship and the great outdoors was nurtured from the start. Anannual...

Sergio Andrade

Financial Advisor

214.306.5554

Sergio.Andrade@WestPacWealth.com

Success is not a matter of chance but the result of decades of trust, proven performance, and meaningful relationships. With over 33 years of experience, Sergio Andrade has been dedicated to helping families andbusiness owners protect,...

Shannon Caul

Business Development & Event Coordinator

Slavica.King@WestPacWealth.com

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

510.230.1572

925.380.9581

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®, WMCP®

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...

Stephen Kelly, CFP®

Financial Advisor

858.779.1664

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...

Steve Koh, MBA

Wealth Management Advisor

925.350.6584

925.380.9581

Steve.Koh@WestPacWealth.com

Steve is a Wealth Management Advisor at WestPac Wealth Partners. He works to protect and grow his clients’ finances to instill balance and confidence in their lives.Steve grew up in San Diego and has lived in numerous places...

Steve Cutillo, ChFC^®, CExP™

Wealth Management Advisor

808.285.9945

Steve.Cutillo@WestPacWealth.com

Steve is a Chartered Financial Consultant® and Certified Exit Planner™ who has been in practice since 2012, helping business owners and families plan for their future.He works with individuals who have built strong income and assets...

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...

Theo Stiller, CEPA

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...

Tom Hunt

Wealth Management Advisor

520.288.1231

Thomas.Hunt@WestPacWealth.com

Tom Hunt is a seasoned financial representative at WestPac Wealth Partners, specializing in attracting andgrowing quality businesses. Serving as a member of the International Leadership Council for the GreaterPhoenix Economic Council...

Travis Scribner, CExP™

Managing Partner

702.376.1341

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...

Travis Tagad

Financial Representative

808.444.7932

Travis.Tagad@WestPacWealth.com

Travis Tagad is driven by a personal understanding of the profound impact that financial decisions have onindividuals and their loved ones. Having witnessed the effects of unwise financial choices on people close to him, Travis made it...

Trennon Scott Payne

Financial Advisor

480.448.0124

Trennon.Payne@WestPacWealth.com

Educating and empowering others to live out their most sought-after vision of life Prior to joining the firm at WestPac Wealth Partners, Trennon Payne started his career in finance in 2015 with a mission to reduce the day-to-day,...

Victor Chavez

Registered Representative

714.493.7174

Victor@WestPacWealth.com

Victor Chavez is a distinguished financial with an exceptional track record as a consistent top producer and council qualifier in the industry. Since 2013, Victor has earned a reputation for helping clients meet their goals and...

Vincent Fashano

Financial Representative

916.687.1236

Vincent.Fashano@westpacwealth.com

Vincent “Vinny” Fashano, believes in empowering his clients to fall in love with the process, not the results, the same way he has.A Sacramento native, Vinny has spent time in different cities throughout his life due to school and...

Vladimir Sasic, CFP®, ChFC®, AEP®, CAP®, CEPA®, MSFS

Chief Business Development Officer