Skip to main content
West Financial Services logo
Menu toggle
West Financial Services logo
  • About Us
  • Careers
  • Client Center
  • Contact Us
  • Our Services
  • Our Team
  • News
  • Blog
  • Events
Client Login
  • WFS Client Portal
  • Charles Schwab
  • Fidelity
Client Login
  • WFS Client Portal
  • Charles Schwab
  • Fidelity
  • Our Services
  • Our Team
  • News
  • Blog
  • Events

  • About Us
  • Careers
  • Client Center
  • Contact Us

Office Administration

You are here

  • Home
  • About Us
  • Meet Our Team
  • Office Administration
Team
Our Team Executive Staff & Relationship Managers Portfolio Management Financial Planning and Retirement Plan Consulting Research Client Services Information Technology Office Administration
Dana R. Downs West Financial Vice President Office Manager
Dana R. Downs
Office Manager
Vice President
ddowns@westfinancial.com
Contact Me »
Leslie J. Helfgott West Financial Services Project and Event Manager
Leslie J. Helfgott
Marketing Manager
lhelfgott@westfinancial.com
Contact Me »
Annalyn (Anne) S. DeHaven Accounting Specialist / Compliance Associate West Financial Services
Annalyn (Anne) S. DeHaven
Accounting Specialist / Compliance Associate
adehaven@Westfinancial.com
Contact Me »
Senayda Trejo Administrative Assistant/Receptionist West Financial Services
Senayda Trejo
Administrative Assistant/Receptionist
strejo@westfinancial.com
Contact Me »
Curved arch Curved arch
West Financial Services logo

Contact Us

Location icon2010 Corporate Ridge Road,
Suite 530, McLean, VA 22102

Phone icon703-847-2500

LinkedIn iconConnect with us on LinkedIn

West Financial Services logo

© 2025 West Financial Services

Disclosures