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Our Team

Brian L. Mackin | President | West Financial Services VA

Brian L. Mackin CFP®

President
703-847-2500
bmackin@westfinancial.com
Glen | Director of Consulting | West Financial Services

Glen J. Buco CFP®

Director of Consulting Services
703-847-2500
gbuco@westfinancial.com
Kirstie | Chief Operating Officer | West Financial Services

Kirstie B. Martinez

Chief Operating Officer & Relationship Manager
kmartinez@westfinancial.com
Laurie M. | Managing Director | West Financial Services

Laurie M. Kramer CFP®

Managing Director
703-847-2500
lkramer@westfinancial.com
Anh N. | Chief Compliance Officer | West Financial Services

Anh N. Lam CRCP®, IACCP®, CSCP®

Chief Compliance Officer
alam@westfinancial.com
Kristan | Director of Retirement | West Financial Services

Kristan L. Anderson CFP®, CEBS®

Director of Retirement Plan Services and Financial Planning
703-847-2500
kanderson@westfinancial.com
Tara MK | Senior Client Associate | West Financial Services

Tara MK Barton

Senior Client Service Associate
tbarton@westfinancial.com
Tenzin | Client Service Associate | West Financial Services

Tenzin Brooks

Client Service Associate
tbrooks@westfinancial.com
Tanya | Senior Portfolio Manager | West Financial Services

Tanya B. Carson CFA

Senior Fixed Income Portfolio Manager
tcarson@westfinancial.com
Jace Chambers Administrative Assistant West Financial Services

Jace Chambers

Administrative Assistant
703-847-2500
jchambers@westfinancial.com

Matt Cohen CFP®, CIMA®

Senior Relationship Manager
mcohen@westfinancial.com

Christian Cormier

Information Systems Administrator
703-847-2500
ccormier@westfinancial.com
Anne DeHaven

Annalyn (Anne) S. DeHaven

Accountant
adehaven@Westfinancial.com
Dana R. Downs Office Manager West Financial Services

Dana R. Downs

Office Manager
ddowns@westfinancial.com
Patrick (Pat) Fitzgerald

Patrick (Pat) Fitzgerald CFA

Portfolio Manager
pfitzgerald@westfinancial.com
Maya L. Gentry

Maya L. Gentry

Senior Client Service Associate
mgentry@westfinancial.com
Marianna Glazov

Marianna Glazov CFA

Portfolio Manager
mglazov@westfinancial.com
Brenda I. Harrell

Brenda I. Harrell

Director of Client Services
bharrell@westfinancial.com
Leslie J. Helfgott

Leslie J. Helfgott

Marketing Manager
lhelfgott@westfinancial.com
Victoria G. Henry

Victoria G. Henry CFP®

Senior Relationship Manager
703-246-8108
vhenry@westfinancial.com
Brian J. Horan

Brian J. Horan CPWA®

Senior Relationship Manager
703-246-8128
bhoran@westfinancial.com
Rodrigo (Rod) Huerta

Rodrigo (Rod) Huerta CIMA®

Relationship Manager
rhuerta@westfinancial.com
Angel Irazola

Angel Irazola

Senior Financial Planner
airazola@westfinancial.com
Abigail E. Just

Abigail E. Just

Director of Portfolio Management
ajust@westfinancial.com
Debra Kosch

Debra Kosch

Client Service Associate
dkosch@westfinancial.com

Jack R. Lawrence

Associate Financial Planner
jlawrence@westfinancial.com

Brendan J. Lyons

Associate Portfolio Manager
blyons@westfinancial.com
 Alan R. Menase

Alan R. Menase CFP®

Relationship Manager
amenase@westfinancial.com
Laura Nash

Laura Nash CFP®

Relationship Manager
lnash@westfinancial.com
Meena Radke

Meena Radke

Senior Client Service Associate
mradke@westfinancial.com

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Main Office

2010 Corporate Ridge Road
Suite 530, McLean, VA 22102

Maryland Office

14941 Shady Grove Road
Rockville, MD 20850

Contact

703-847-2500

 

Disclosures

West Financial Services, Inc. (“WFS”) offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the firm has attained a particular level of skill or ability. You should carefully read and review all information provided by WFS, including Form ADV Part 1A, Part 2A brochure and all supplements, and Form CRS.

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