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...

Meghan joined Westmark Wealth Management as the Practice Coordinator in May of 2015 with the intent of applying 13 years of hospitality experience to a new industry. Her main role is optimizing the client experience at Westmark and...