We are offering CCBA members an exclusive 10% discount on Disability Insurance through the Guardian-Berkshire Life Insurance Company of America
Our practice addresses hot topics that are often timely and relevant for legal 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.
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, Josh needs to stay current in today's complex financial market. Despite these complexities, Josh strives to deliver insight in a way that provides clients the confidence and clarity to make smart financial decisions.
Westpac Wealth has joined CCBA's Partner Program to support the work of the Clark County Bar Association, the entities have not formed a legal partnership or other similar affiliation.