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Plan for the future. People who stay in the present will be in the past.

— Abraham Lincoln

Meet Our Team

With more than 175 years of combined wealth management experience, the West Financial Services team is among the most knowledgeable and respected in the industry—truly an added value for every one of our clients. Click below to take a brief look at each member of our team.

EXECUTIVE STAFF & RELATIONSHIP MANAGERS

Glen J. Buco, CFP®, President
Kimberly A. Cox, CFP®, COO, Director of Consulting Services
Norma L. Graves, CFP®, CCO, Director of Fixed Income
Susan E. Hamilton, CFP®, Relationship Manager
Dana G. Sippel, CFP®, CPA, Relationship Manager

INVESTMENT MANAGEMENT

Kirstie B. Martinez, Director of Portfolio Management
Glenn A. Robinson, CFA, Director of Equity Research
Brian L. Mackin, Portfolio Manager
Marie A. Nuon, Portfolio Manager

401(k) PROFIT SHARING & RETIREMENT PLANS

Kristan L. Anderson, CFP®, CEBS®, Director of
Retirement Plan Services
Hilary Zemanek, Financial Planning Associate

PORTFOLIO ADMINISTRATION

Leslie J. Helfgott, Director of Portfolio Administration
Mary Pirault, Portfolio Administrator
Dana R. Blakey, Securities Trader
Lucy B. Clark, Portfolio Administrator
Andrew Eskelsen, Portfolio Administrator

OFFICE ADMINISTRATION

Dana R. Downs, Office Manager
Marilyn S. Wilson, Bookkeeper
Valerie McGowan, Administrative Assistant