Our Team

As an independent fiduciary firm, our team prides itself on delivering unbiased, objective guidance that is carefully customized to align with the individual goals and needs of our clients.

Who We Are
Making an Impact on
the next Generation

We’re here to guide you in preparing for a confident and purposeful transfer of wealth—thoughtfully addressing taxes, estate plans, insurance, and trusts—so what you’ve built continues to inspire, protect, and empower the next generation.

Get to Know Us


Experience & Expertise

With over 50 years of combined experience and industry designations reflecting their dedication to continuous education and growth, Westmark advisors are committed to building long-term relationships with clients grounded in trust, open communication, and professional excellence.


Support

Effective implementation and monitoring of a financial plan rely heavily on strong support. At Westmark, our team delivers outstanding client support that makes the process easy and keeps your financial goals on track.


Trust & Reliability

By staying informed on market trends and evolving economic conditions, we continuously apply these insights to monitor and adjust our clients’ financial plans—building lasting trust and demonstrating unwavering reliability.

Team
our Team of Dedicated
Digital Professionals

David Feiler

David Feiler

Founding Partner

David@westmarkwealth.com

As one of the founding partners of Westmark Wealth Management, David has distinguished himself in the areas of tax efficient wealth accumulation and asset protection, specializing in designing and implementing financial plans to help...

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Alexander Kienle

Alexander Kienle, CFP®

Founding Partner

As a founding partner at Westmark Wealth Management, Alex has been working with physicians, dentists, and their families with tax efficient, wealth accumulation and asset protection for 14 years. The goal of Alex’s practice is to help...

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Jeremyi Sanchez

Jeremyi R. Sanchez, CFP®, RICP®

Founding Partner

(602) 714-1953

jeremyi@westmarkwealth.com

Investment Professional and Certified Financial PlannerTM for Medical Groups and Individuals I specialize in providing medical groups and individuals with solutions to help attain the financial success necessary for themselves, their...

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Anthony Parra

Anthony Parra

Associate Partner

Schedule a Call Anthony Parra is a Financial Advisor with Westmark Wealth Management. His practice is dedicated to designing strategies that support the unique financial needs of physicians from residency through retirement. By...
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Brenda Engelken

Brenda Engelken

Business Processor

Brenda knows the level of care and attention to detail it takes to successfully support a firm like Westmark. Her day usually consists of maintaining contact with clients, providing and obtaining updated information for them, assisting...
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Bre Anna Habecker

Bre Anna Habecker

Relationship Manager

“Bre Anna Habecker is the Relationship Manager at Westmark Wealth Management. In her role, she assists with scheduling, event planning, and assists with the onboarding process. Bre Anna is eager to help and makes sure that the...
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Cassidy Fleming

Cassidy Fleming

Business Processor

Cassidy has been with Westmark Wealth Management since 2021. She enjoys learning about the financial industry and has worked in customer service for over 10 years. In her position, she acts as a liaison between our clients and our...
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Step 1: Get to Know You—and What Matters Most

We begin by understanding your story—your family, your goals, your concerns, and your values. Then we take a full inventory of your financial picture so we can build a plan that fits your real life, not just the balance sheet.


"You’re not just a portfolio. You’re a parent, a partner, a provider. That’s where we start."


Step 2: Define What You're Working Toward

Together, we clarify the goals you care most about—whether it’s financial independence, a second home, college funding, or leaving a legacy. We help you prioritize and put a timeline around them.


Step 3: Review Where You Stand Today

We take a detailed look at your current strategies, savings, risk exposure, and investment mix. We highlight strengths, gaps, and opportunities to ensure you’re on a solid foundation.


Step 4: Build a Plan That Reflects You

With your life and goals as the guide, we create a personalized plan covering every area—retirement, investing, tax strategy, insurance, estate planning, and more. Everything is tailored to your family’s needs and your personal values.


Step 5: Educate and Empower

Before you make any decisions, we walk you through your options. Whether it's choosing between multiple retirement plan types, investment strategies, or protection tools, we make sure you understand the pros, cons, and implications—so you feel confident, not overwhelmed.


"We don’t just tell you what to do—we help you understand why it matters."


Step 6: Walk Through the Plan Together

Once we’ve explored your options, we review your customized plan in detail. We explain the logic behind each recommendation and fine-tune it together. Our goal is that you leave this meeting with clarity and peace of mind.


Step 7: Put the Plan Into Motion

With your approval, we help you take action—whether that’s investing, refinancing, updating insurance, or coordinating with your CPA or estate attorney. We handle the heavy lifting so you don’t have to.


Step 8: Stay Connected and Adapt Over Time

Life is full of change—and your financial plan should keep pace. We schedule regular check-ins to monitor progress and adjust the strategy as your life, career, or goals evolve.

Contact
We want to
hear from you

We’d love the opportunity to meet you and introduce you to our firm. More than just sharing what we do, we want to get to know you—your story, your goals, and what matters most. Building a strong relationship starts with understanding you, so let’s connect and explore how we can support your journey together.

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