West Financial Services, Inc.

Ryan Streilein is a CFA® charterholder with six years of industry experience. He has worked at West Financial Services, Inc. since 2018, following prior roles at MUFG Investor Services and Guggenheim Investments. West Financial Services, Inc. is a fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm offers discretionary and non-discretionary investment management, financial planning, and specialized consulting, using a long-term, diversified investment approach across global asset classes.

Rodrigo Huerta is a financial advisor at West Financial Services, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at West Financial Services since 2017, with prior experience at Aegis Wealth Management LLC from 2009 to 2017. Outside of his advisory role, he is President and Co-Owner of Water's Edge Group, a real estate management business. West Financial Services is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach with research-driven tactical adjustments and provides a range of services including discretionary portfolio management, financial planning, and specialized consulting.

Daniel Trosch is a CFA® charterholder with 24 years of experience in the financial industry. He has worked at West Financial Services, Inc. since 2018, with prior experience at United Brokerage Services and LPL Financial. West Financial Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term, diversified investment approach with research-driven tactical adjustments and offers services including discretionary portfolio management, financial planning, and specialized consulting.

Marianna Glazov is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at West Financial Services, Inc. She previously worked at Wilmington Trust for eight years. Outside of her advisory role, Marianna is a co-owner of VIGMA LLC, a vacation rental business. West Financial Services is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary investment management, financial planning, and specialized consulting, managing approximately $2.57 billion in client assets with a long-term, diversified investment approach.

Alan Menase is a CFP® with seven years of industry experience. He currently works at West Financial Services, Inc. and previously held roles at The Vanguard Group, Inc. and Mallard Financial Partners. West Financial Services is a fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in client assets using a long-term, diversified approach across global asset classes, with services that include investment management, financial planning, and specialized consulting.

Lauretta Kramer is a CFP® with 30 years of experience in the financial services industry. She has worked at West Financial Services, Inc. since 2018 and has prior experience at LPL Financial, LLC, where she worked for 11 years. Kramer also maintains a role at Sandy Spring Bank. West Financial Services is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm employs a long-term, diversified investment approach with discretionary portfolio management and offers specialized consulting services including multi-generational planning and venture deal analysis.

Kristan Anderson is a CFP® and Series 65 registered advisor with 23 years of industry experience. She has been with West Financial Services, Inc. since 2009. West Financial Services is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets using a long-term, diversified approach with research-driven tactical adjustments and offers a range of services including financial planning, retirement plan consulting, and specialized consulting such as venture deal analysis.

Patrick Fitzgerald is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at West Financial Services, Inc. since 2021. His prior experience includes roles at The Brookings Institution and Janney Capital Management. West Financial Services is a fee-only, SEC-registered investment adviser managing approximately $2.57 billion in assets for individuals, high net worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach with personalized financial planning and specialized consulting services.

Eduardo Wisbrun is a CFA® charterholder with over 11 years of industry experience. He has worked at Morgan Stanley and Caravel Management before joining West Financial Services, Inc. in 2024. West Financial Services is a fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets using a long-term, diversified approach with research-driven tactical adjustments and offers services including financial planning, retirement plan consulting, and specialized consulting such as venture deal analysis.

Victoria Henry is a CFP® and holds a Series 66 license with 12 years of industry experience. She has worked at West Financial Services, Inc. since 2016, following three years at The AYCO Company, L.P./Mercer Allied. West Financial Services, Inc. is a fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets, employing a long-term, diversified investment approach with research-driven tactical adjustments across global asset classes.

Tanya Carson is a Series 65 licensed advisor with nine years of industry experience, currently with West Financial Services, Inc. in McLean, VA. She has been with West Financial Services since 2016. West Financial Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets using a long-term, diversified investment approach with discretionary portfolio management and offers services including financial planning, retirement plan consulting, and specialized consulting such as venture deal analysis.

Brian Mackin is a CFP® with 23 years of industry experience, currently serving at West Financial Services, Inc. in McLean, VA. He has been with West Financial Services for multiple periods since 2014. West Financial Services is a fee-only, SEC-registered investment adviser managing approximately $2.57 billion in assets for individuals, high net worth clients, retirement plans, charitable organizations, and businesses. The firm employs a long-term, diversified investment approach with personalized financial planning and specialized consulting services.

Angel Irazola is a financial advisor at West Financial Services, Inc. with 23 years of industry experience. He holds the Series 66 designation and has previously worked at UBS Financial Services Inc., MassMutual Life Insurance Company, and MML Investors Services, LLC. West Financial Services is an SEC-registered, fee-only investment adviser that serves individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages roughly $2.57 billion in client assets using a long-term, diversified approach across global asset classes and offers a range of services including investment management, financial planning, and specialized consulting.

Laura Nash is a CFP® and holds a Series 66 license with eight years of industry experience. She currently works at West Financial Services, Inc., where she has been since 2022. Prior to that, she spent five years at Edward Jones and another five years at Achieva Central Inc. West Financial Services is an SEC-registered, fee-only investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets using a long-term, diversified approach with research-driven tactical adjustments, offering services that include investment management, financial planning, retirement plan consulting, and specialized consulting such as venture deal analysis and stock option strategies.

Glen Buco is a CFP® and holds a Series 65 license, with 23 years of experience in the financial industry. He has been with West Financial Services, Inc. since 1983. West Financial Services is a fee-only, SEC-registered investment adviser serving individuals, high net worth clients, retirement and profit-sharing plans, charitable organizations, and business entities. The firm manages approximately $2.57 billion in assets, employing a long-term, diversified investment approach with personalized planning and consulting services.