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Our Team

Jessica Staton

Jessica Staton

Director of Operations
jstaton@westfinancial.com
R. Jonathan Stolz

R. Jonathan Stolz CFA

Senior Portfolio Manager
jstolz@westfinancial.com
Ryan S. Streilein

Ryan S. Streilein CFA

Portfolio Manager
rstreilein@westfinancial.com
Laura Suprock

Laura Suprock

Compliance Associate
lsuprock@westfinancial.com

Senayda Trejo

Client Service Associate
strejo@westfinancial.com
Dan Trosch

Dan Trosch CFA

Senior Portfolio Manager
dtrosch@westfinancial.com
Leo Wilson

Leo Wilson

Equity Analyst
lwilson@westfinancial.com
Eduardo Wisbrun

Eduardo Wisbrun CFA

Portfolio Manager
ewisbrun@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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