Advisor profile


West Wealth Management

The right financial advice can change your life. That simple truth has been the driving force of West Wealth Management over many years of helping their clients achieve their financial goals and priorities. Rooted firmly in the Travelers Rest community, the private wealth advisory practice is here to offer clear-eyed financial advice, investments and solutions, recommendations, progress meetings, and more—all supported by next-gen analytics technology. From crafting bespoke retirement and estate planning strategies to small business plans and executive compensation strategies, to financial advice rooted in Christian values, the team at West Wealth Management knows no two journeys are alike. That’s why they’ve made it their mission to listen to your unique goals and lay out the roadmap to help you achieve them.

6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

  • University of Phoenix, Bachelor's Degree, Business Management. Phoenix, Arizona online.

Interests

My wife Brytni, sons Peter and Silas, and daughter Evangeline love long walks together, especially on the beach. Family time is very important to me, and intentional time with them reminds me of what is really important in life.I have recently taken up trail running and hope to complete a 15K over Pinnacle Mountain!My local church is very important to me, and I love how it has taught me that serving and helping others brings me the most joy. We have 13 acres, and spending a Saturday working to maintain it gives a great opportunity to spend time with my 2 and 3-year-old sons.