Jeremyi R. Sanchez, CFP®

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.

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…

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…

Anthony Parra

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.

Brenda Soto

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…

Nicole Bates

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…