Chat with us, powered by LiveChat
Broker Check


Contact Us:

Phone: 480.787.2720
Fax: 480.787.2721

Hours: 9am - 5pm, Monday-Friday

Kierland Corporate Center
7047 East Greenway Parkway, Suite 460

Scottsdale, AZ 85254-8107

Contact Us

About the Office

The focus of WestPac Arizona centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac envisions and enhances our clients’ goals by designing a customized strategy and creating a life map to achieve and protect their wealth.

WestPac Scottsdale financial advisors, insurance agents and wealth professionals work with clients through a holistic process for achieving financial balance.

Whether you’re starting a family, planning for a major purchase, transitioning in your career, interested in protecting your family and income with insurance, or readying for retirement, WestPac Scottsdale will take a proactive, uncommon approach in designing a thoughtful strategy. Our products and services include but are not limited to whole life insurance, disability insurance, retirement services, wealth accumulation services, business planning, and estate planning.

If you would like to reach out, please don’t hesitate to call or email us.

About Scottsdale

When people think of Scottsdale, they usually, first and foremost, think of affluent golf courses. Yes, Scottsdale does offer world-glass greens and ranges including TPC Scottsdale. Still, there is so much more that shapes Scottsdale as an exceptional place to visit and live.

As an Arizona desert city, Scottsdale is the beneficiary of a great climate, amazing landscapes, majestic rock formations and mountain ranges visible for miles in the McCormick Ranch neighborhood, and hiking trails. For locals and vacationers with an adventurous heart and a mind toward wellness, taking advantage of Scottsdale’s plentiful outdoor possibilities and capping the day with a lavish treatment at one of the city’s famed spa resorts is a worthy plan.

Scottsdale has a unique architectural presence, one that is very much alive in Old Town Scottsdale. Buildings have a decided pre-1930s appeal with streets lined with olive trees from circa 19th century. Though tradition is a big part of Scottsdale’s charm, Downtown is highly modern and sophisticated with high end restaurants, hotels, shopping, bars, and theater energizing locals and tourists alike.

Scottsdale neighborhoods and businesses are thriving making the city a land of opportunity for families, professionals and corporations. WestPac Wealth Partners is committed to helping our community maximize these opportunities with a strategic protection and growth-oriented focus.

Bridget Orr

Bridget Orr

Business Development Manager & Wealth Management Advisor

William Stevens

William J. Stevens, CLU®, ChFC®, MSFS

Executive Vice President of Agency Distribution and Growth

Angela Mansfield

Angela D. Mansfield

Financial Advisor

Bryan Martinka

Bryan Martinka

Financial Representative

Anthony Synegal

Anthony Synegal

Registered Representative

Aimee DeYoung

Aimee DeYoung

Director of Marketing & Training

Dan  Zufall

Dan Zufall

Wealth Management Advisor

David Weinstein

David Weinstein

Director of Employee Benefits

Ryan  Schulte

Ryan Schulte, CFP®

Financial Advisor

Contact the Scottsdale team!

Thank you!