Our Firm

I specialize in providing medical groups and individuals with solutions to help attain financial success by maximizing efficiencies, and when applicable utilizing investment options beyond traditional strategies.

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...

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...

Anthony Parra is a Financial Professional with Westmark Wealth Management. His practice focuses on developing plans that meet the unique needs and goals of physicians from residency to retirement. An important aspect of his practice is...

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...

Nicole joined Westmark Wealth Management in 2019, although new to the financial industry she has over 10 years of experience in human resources and client services. Her attention to detail, organization and caring manner makes her an...