Executive Staff & Relationship Managers

Brian L. Mackin President West Financial Services

Brian L. Mackin, CFP®

President

bmackin@westfinancial.com

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Glen J. Buco CFP West Financial Services Director of Consulting Services

Glen J. Buco, CFP®

Director of Consulting Services

gbuco@westfinancial.com

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Kirstie B. Martinez West Financial Services Chief Operating Officer & Relationship Manager

Kirstie B. Martinez

Chief Operating Officer & Relationship Manager

kmartinez@westfinancial.com

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Glenn A. Robinson Chief Investment Officer West Financial Services

Glenn A. Robinson, CFA

Chief Investment Officer

grobinson@westfinancial.com

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Laurie M. Kramer, CFP Managing Director West Financial Services

Laurie M. Kramer, CFP®

Managing Director

lkramer@westfinancial.com

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Anh N. Lam, CRCP®, IACCP®, CSCP® West Financial Services

Anh N. Lam, CRCP®, IACCP®, CSCP®

Chief Compliance Officer

alam@westfinancial.com

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Victoria G. Henry, CFP® Senior Relationship Manager West Financial Services

Victoria G. Henry, CFP®

Senior Relationship Manager

vhenry@westfinancial.com

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Brian J. Horan CPWA Senior Relationship Manager West Financial Services

Brian J. Horan, CPWA®

Senior Relationship Manager

bhoran@westfinancial.com

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Matt Cohen, CFP, CIMA Senior Relationship Manager West Financial Services

Matt Cohen, CFP®, CIMA®

Senior Relationship Manager

mcohen@westfinancial.com

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Rodrigo (Rod) Huerta, CIMA West Financial Services

Rodrigo (Rod) Huerta, CIMA®

Relationship Manager

rhuerta@westfinancial.com

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Laura Nash, CFP® Relationship Manager West Financial Services

Laura Nash, CFP®

Relationship Manager

lnash@westfinancial.com

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