Team
Our Team Executive Staff & Relationship Managers Portfolio Management Financial Planning and Retirement Plan Consulting Research Client Services Information Technology Office Administration
Brian L. Mackin Chief Operating Officer and Relationship Manager West Financial Services
Brian L. Mackin, CFP®
Chief Operating Officer and Relationship Manager
[email protected]
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Anh N. Lam, CRCP®, IACCP®, CSCP® West Financial Services
Anh N. Lam, CRCP®, IACCP®, CSCP®
Chief Compliance Officer
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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
[email protected]
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