Brian L. Mackin Chief Operating Officer and Relationship Manager West Financial Services

Brian L. Mackin, CFP®

Chief Operating Officer and Relationship Manager
Kirstie B. Martinez West Financial Services Director of Portfolio Management and Relationship Manager

Kirstie B. Martinez

Director of Portfolio Management and Relationship Manager
Matt Cohen, CFP, CIMA Relationship Manager and Senior Portfolio Manager West Financial Services

Matt Cohen, CFP®, CIMA®

Relationship Manager and Senior Portfolio Manager