Take advantage of newly passed federal legislation to offset costs while offering a competitive 401(k) plan benefit to your employees. Allow us to complete a complimentary audit and help your practice's needs!
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.
Chief Business Development Officer who helps his clients develop a blueprint and the means necessary for them to achieve optimal financial balance. The goal is that his clients and their families can enjoy the life they want, not only today but for generations to come. His commitment to his clients is supported by relationships the firm has built throughout the local and national network of professionals and specialists. This allows him to come up with strategies that are as unique as his client’s problems.
Vice President and Author who has built his practice by bringing creative, holistic, and transparent strategies to his clients. As a Certified Exit Planners (CExP™) in the state of Nevada, he and his team work with business owners and physicians across the country to monetize the blood, sweat, and tears that professionals invest in their careers. No matter what stage of life you are in, he works to develop and implement plans to build wealth with tax-aware strategies.
Managing Partner in the Tax Compliance & Business Advisory division of ECA LLP, one of the leading Certified Public Accounting firms in Honolulu. He is considered thefirm’s main authority in matters relating to individual and business taxation. Many of the firm’s clients are closely held corporations, partnerships and limited liability companies. Closely held businesses offer unique tax planning opportunities to provide the maximum benefit and protection to the business and its owners.
We are offering ARMA members an exclusive 10% discount on Disability Insurance. Contact our team today to take advantage of this offer!
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.