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David Feiler

Founding Partner

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…

Jeremyi R. Sanchez, CFP®, RICP®

Founding Partner

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.

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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…

Anthony Parra

Associate Partner

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…

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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…

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.

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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.