Glen J. Buco, CFP®
President

Mr. Buco graduated from West Virginia University in 1976 with a B.A. in Political Science. Glen has been an advisor with West Financial Services, Inc. since 1984. He is a CERTIFIED FINANCIAL PLANNER™ Professional and is the leader of the Financial Planning Department. Prior to West Financial Services, Glen was a Senior Auditor with the Federal Election Commission. He has served the profession in a number of capacities: member of the Board of Practice Standards of the CFP board; Vice President and member of the Board of Directors of the Institute of Certified Financial Planners; Chairman of the Board and President of the Maryland Suburban Society of the Institute of Certified Financial Planners. Glen is frequently quoted in the financial press, including Kiplinger's, the Washington Post and Times Leader. He has been selected one of “The Best Financial Advisers," in the nation by Worth Magazine, 1996-1998, as well as 2007-2008, and as one of “The Best Financial Planners in Washington D.C.” by Washingtonian Magazine, 1994-2002, and 2009.  He was also listed as one of “The 100 Top Advisors” by Mutual Fund Magazine in 2002. Current memberships include: The Financial Planning Association; National Association of Personal Financial Advisors; D.C. Estate Planning Council.

Our Investment Management Division

Mr. Robinson received his B.S. in Finance from George Mason University in 1997. Glenn is a CFA charterholder and a member of the CFA Institute and the Washington Society of Investment Analysts.  Before joining West Financial, Glenn spent over four years as a Senior Portfolio Management Associate with Evergreen Private Asset Management.  In November 2003, he joined the Investment Management Division of West Financial Services.  His responsibilities include managing the firm's equity research and facilitating Research and Investment Committee meetings.

Ms. Graves received her BBA in Finance from Walsh College in 1986 and her MBA from Fordham University in 1990. Norma is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of The Financial Planning Association. Her twenty three years of investment experience includes three years as Vice President of Client Services for Ziv Lawton Russell and seven years as an Associate Portfolio Manager at Ziv Investment and Acorn Asset Management.  She also provided financial planning services to individuals at The Acacia Group and The Equitable as well as hosting a bi-weekly radio program on financial services. Norma joined the Investment Management Division of West Financial Services, Inc., in 1999. Her responsibilities include fixed income management, SEC compliance and client portfolio review. She is a member of the Investment Committee.

Mr. Shields is the recipient of a Bachelor of Science degree in Economics with minors in Mathematics and Finance from St. Bonaventure University and a Master of Science degree in Economics from Virginia Tech.  Marty is a CERTIFIED FINANCIAL PLANNER™ Professional and he received an Executive Certificate in Financial Planning from Georgetown University.  Prior to joining West Financial Services he was a Financial Strategist with a nationally ranked fee-only investment management firm in Richmond, VA.  In this role he provided comprehensive investment management and financial planning services to private business owners, corporate executives, physicians, attorneys and retirees.  Before this position, Marty held management positions for 13 years in corporate finance and business development with several publicly held telecom companies in the DC region.  Marty is a Registered Financial Advisor with the National Association of Personal Financial Advisors (NAPFA), a member of the Financial Planning Association (FPA) and a member of the Fairfax County Chamber of Commerce.  He has served on the Board of Directors of the FPA of Central Virginia and is a past President of the St. Bonaventure University Alumni Chapter of Washington D.C.

Mrs. Martinez graduated from Syracuse University in 1993 with a B.S. in Finance & Economics.  She joined West Financial Services in July 1998 as a Portfolio Administrator and was promoted to Director of Portfolio Administration the following year, managing all aspects of client service, broker relations and account administration. She was promoted to Portfolio Manager in January 2004, shifting her focus to portfolio review and analysis. A member of the Investment Committee, she is currently a candidate for the Certified Financial Planner designation.

Mr. Mackin graduated from George Mason University in 1999 with a B.S. in Business Administration, Economics concentration.  He joined West Financial Services in July 2001 as a Securities Trader, and was promoted to Portfolio Manager in January 2004.  His primary responsibilities include portfolio review and analysis.  A member of the Investment Committee and a candidate for the Certified Financial Planner designation, he also serves as chairperson of the Internet Planning and Technology Committees.

Ms. Nuon received her B.S. in Marketing from Simmons College in 2005. Before joining West Financial Services in March 2007, she spent two years as an Operations Specialist at Investors Bank & Trust in Boston, researching and reconciling collateralized mortgage obligations and unit investment trusts. Her responsibilities include portfolio review and analysis.  She has her MBA from George Washington University and is currently pursuing the CFA designation.

Mr. Goudes holds a B.A. in International Relations and Spanish from Hebrew University in Jerusalem and an MBA (finance and investments) from George Washington University. Before joining WFS, he spent a year in a large Washington, DC-based wealth management firm in portfolio analysis and client service roles. His primary responsibilities include portfolio review and analysis.  Eran is pursuing the CFA designation and is also a member of the Investment Committee.

Mr. Marshall received his B.A. in English and Spanish from Franklin and Marshall College in 2005. Before joining West Financial Services in November 2009, he spent three years as a portfolio manager working for one of the largest wealth managers in the United States.  He was a contributing member of strategic planning and policy teams.  His responsibilities include portfolio review and analysis.  Andrew is a member of the Chartered Financial Analyst Society of Washington D.C and a candidate in pursuit of the CFA designation.

Ms. Blakey joined West Financial Services, Inc. in July 2006.  Prior to joining the firm, she worked as a Front Office Specialist in a pediatrician's office where she was responsible for all medical billing.  Her primary duties at West Financial include equity trading for investment accounts and client account administration.

Ms. Anderson received her B.A. in English from Barnard College of Columbia University in 1989. She has been with West Financial Services since 1995 and received her Certified Employee Benefits Specialist designation in 1998. In addition, she achieved ISCEBS fellowship status in 1999 and again in 2001. Kristan is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the Financial Planning Association. Her primary responsibility is the development and delivery of consulting services for fiduciaries of 401(k) and related retirement plans.  In addition, she assists with general financial planning and employee stock option analysis.  Kristan is a member of both the national and capital chapters of the International Society of Certified Employee Benefit Specialists.

Ms. Hamilton received her B.A. in Foreign Affairs from the University of Virginia in 1983. In October 2000, Susan joined the Financial Planning Division of West Financial Services, Inc. Susan is a CERTIFIED FINANCIAL PLANNER ™ Professional, a member of the Financial Planning Association and a member of the Washington Women’s Financial Planning Study Group. Her sixteen years of investment experience prior to joining West Financial Services include seven years as a registered sales assistant with Dean Witter Reynolds, Inc., one year as a trader's assistant and portfolio administrator's assistant at Robert E. Torray & Company, Inc., an institutional money manager; and eight years as an associate advisor at Rembert, D'Orazio & Fox, a fee-only financial planning and investment management firm.

 Our Portfolio Administration Division 

Mrs. Helfgott received her B.S. in Business Administration from West Virginia Wesleyan College in 1984. Leslie's experience includes nine years as Assistant Branch Manager of F&M Bank and four years as an Examiner for James Madison Limited. She joined West Financial Services as a Portfolio Administrator in August 1999 and was promoted to Director of Portfolio Administration in January 2004.  Her primary duties include managing all aspects of client service, broker relations and account administration.

Mrs. Pirault joined West Financial Services, Inc. in August 2005.  Prior to joining the firm, she worked for over 5 years as a Director of Operations for a registered investment advisor.  Her primary duties at West Financial Services include client services and client account administration.

 Our Administration Division 

Ms. Downs joined the West Financial Services staff as Receptionist in February 1998 and was promoted to Executive Assistant in September 2000.  Her previous experience in the retail industry has given her excellent customer service skills, as well as four years of accounts receivable experience in the administration department of the Army Navy Country Club. In July 2006, Dana was promoted to Office Manager.  Her responsibilities include assisting with various accounting functions, including accounts receivable/payable, payroll transmittals, human resource issues and other office management duties.

Ms. Cox joined West Financial Services, Inc. in April 2007 to provide support to the Office Manager by managing correspondence and handling various front desk responsibilities.  Prior to joining the firm, she worked in the retail industry as a Customer Service Representative for three years and an Administrative Assistant for one year.

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