Partner, Living Legacy
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...
Managing Director, Financial Advisor
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...
Director of Marketing & Training
Aimee brings more than 15 years of experience in marketing and commercial real estate to her current role as Director of Marketing & Training at WestPac. Previously, Aimee worked for the top-producing multifamily team at a national...
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,...
Senior Vice President & Wealth Management Advisor
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...
Wealth Management Advisor
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...
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...
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 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...
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 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, 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...
Art started his first career while in grammar school, working on the family farm. Art left home at age 18 but continued working for his family. The early work experience taught Art there were no shortcuts when it came to farming. You...
Supporting Pioneers and Leaders to Achieve Their Goals Pioneers and leaders are transforming the world for the better with their vision and innovation. They are passionate about their goals and dreams, and they face many challenges...
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...
Vice President - Financial Advisor
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 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...
Business Development Manager & Wealth Management Advisor
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 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 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...
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 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 Kawakami 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...
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...
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 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 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 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...
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,...
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...
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...
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 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,...
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,...
Disability Income Specialist | Brokerage Manager Financial Advisor
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 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...
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 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...
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, 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 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...
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 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 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,...
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 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 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'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 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...
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...
Director of Business Development | Financial Advisor
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...
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...
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'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,...
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...
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 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...
Kierstin is a Registered Representative who has dedicated her career to helping physicians and business owners organize, protect, and create wealth. Kierstin was born and raised in Southern California, where her single mother instilled...
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...
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...
Investment Advisor Representative
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...
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.
Director of Investments
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 Gilbert has more than a decade of experience in financial services. He excels in weaving through the nuances and intricacies of the financial market and delivering sound and concise financial planning solutions. He’s helped...
Senior Partner/Certified Exit Planner
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™.
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...
VP, Wealth Management - Platform, Recruiting & Transition
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 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’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 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...
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 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...
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...
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...
Chief Executive Officer
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...
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...
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,...
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...
Vice President | Wealth Management Advisor
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...
Chief Operations Officer (COO) & Agency Control Officer (ACO)
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...
Financial Advisor | Investment Specialist
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...
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 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 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
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’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 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...
Director of Recruiting & Business Development
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...
Vice President of Marketing and Development
619.684.6400 x 234
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...
Senior Vice President
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 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...
Chief of Staff
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.
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...
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...
Registered Representative | Director of Business Development
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...
Business Development & Event Coordinator
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...
Director of Business Development
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...
Managing Director/Wealth Management Advisor
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'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 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...
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...
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...
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 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...
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 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...
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...
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...
Executive Vice President of Agency Distribution and Growth
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...