WestPac Wealth Partners is a holistic wealth management firm located in Scottsdale, Arizona. Our firm specializes in working with close privately held businesses and medical professionals, and has made a strong commitment to serve ARMA members as a Platinum Partner.
We are offering ARMA members an exclusive 10% discount on Disability Insurance. Contact our team today to take advantage of this offer!
Our practice addresses hot topics that are often timely and relevant for medical professionals such as:
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 career specializing in disability income protection and insurance needs for his clients. Bryan is very comprehensive in his process and works with a team of experienced professionals to help his clients gain financial confidence.
Joshua joined WestPac Wealth Partners in the Fall of 2020 after working five years for one of the largest Investment Advisory Firms in the industry. Joshua received his BS degree from W.A. Franke College of Business at Northern Arizona University in 2012 and earned his MBA from Colangelo College of Business at Grand Canyon University in 2015. Joshua brings to WestPac his competitive spirit, business education, financial acumen, and his natural ability to connect with people, making him an excellent addition to the team.
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 aforementioned locations by providing training, sale ideas, case structuring and acting as the liaison between the agents and the underwriting department at Home Office.
Westpac Wealth has joined ArMA’s Partner Program to support the work of the Arizona Medical Association, the entities have not formed a legal partnership or other similar affiliation.