In a profession where the people behind a company are as important as the company itself, West Financial is staffed by a team of skilled and experienced financial professionals. The West team members are responsible for crafting your financial plans, selecting your investments, answering questions and guiding you through the financial decisions we all face. At West, we quietly go about meeting the needs of our clients with the expectation that each relationship will be guided by the following principles: Be Responsive In Every Way, Make It Your Own, Always Take The Extra Step, Always Do What Is Right, and Take The Long View.

Please browse our Teams for additional information on our staff members and their roles.

Brian L. Mackin Chief Operating Officer and Relationship Manager West Financial Services
Brian L. Mackin, CFP®
Chief Operating Officer and Relationship Manager
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Kristan L. Anderson CFP CEBS West Financial Services Director of Retirement Plan Services and Financial Planning
Kristan L. Anderson, CFP®, CEBS®
Director of Retirement Plan Services and Financial Planning
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Eric A. Dzik Client Service Associate & Securities Trader West Financial Services
Eric A. Dzik
Client Service Associate & Securities Trader
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Annalyn (Anne) S. Espanol Accounting Specialist / Compliance Associate West Financial Services
Annalyn (Anne) S. Espanol
Accounting Specialist / Compliance Associate
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Kirstie B. Martinez West Financial Services Director of Portfolio Management and Relationship Manager
Kirstie B. Martinez
Director of Portfolio Management and Relationship Manager
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Mai T. Nguyen Senior Information Systems Administrator West Financial Services
Mai T. Nguyen
Senior Information Systems Administrator
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