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Executive Staff & Relationship Managers

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Team
Our Team Executive Staff & Relationship Managers Portfolio Management Financial Planning and Retirement Plan Consulting Research Client Services Information Technology Office Administration
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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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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Alan R. Menase Relationship Manager West Financial Services
Alan R. Menase, CFP®
Relationship Manager
amenase@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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2010 Corporate Ridge Road
Suite 530, McLean, VA 22102

Location iconMaryland Office
14941 Shady Grove Road
Rockville, MD 20850

Phone icon703-847-2500

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