West Invest

Emily Schultz is a financial advisor with West Invest, holding a Series 66 designation and three years of industry experience. She has worked at Northwest Wealth Advisors, LLC, West Invest, and LPL Financial LLC, and previously held positions at Whatcom County, Anderson Paper & Packaging, and Banner Bank. Emily is also a Notary Public and provides administrative support to Northwest Wealth Advisors, LLC. West Invest offers discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term strategies tailored to client goals and risk tolerance.

Kristi Huizenga is a financial advisor at West Invest with a Series 66 designation and three years of industry experience. Her prior work includes roles at LPL Financial, Salish Wealth Management, and Securities America, among others. She is also a notary and provides administrative support to Northwest Wealth Advisors, an independent registered investment advisor. West Invest is a privately owned advisory firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers discretionary portfolio management and financial planning, using a combination of fundamental analysis, modern portfolio theory, and quantitative methods to tailor long-term investment strategies.

Lamar West is a financial advisor at West Invest with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial LLC since 1998 and Northwest Wealth Advisors since 2023. Outside of his advisory roles, he has been involved in a direct sales business with Amway Global. West Invest provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental analysis, modern portfolio theory, and quantitative methods in managing portfolios primarily through long-term strategies using mutual funds, ETFs, equities, fixed income, and real estate funds.

Luke Smith is a Series 65-licensed financial advisor with West Invest in Bellingham, WA. He has been with Northwest Wealth Advisors, LLC since 2024 and has prior experience working at the Bellingham Golf and Country Club. West Invest provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines fundamental analysis, modern portfolio theory, and quantitative methods, tailored to client goals and risk tolerance.

La Velle West is a CFP® and ChFC® with nine years of industry experience. He is affiliated with West Invest, a team-based firm in Bellingham, WA, and has prior experience at Northwest Wealth Advisors and LPL Financial. Outside of advisory work, he is involved as a governor, owner, and agent of Mountain View Insurance. West Invest provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods to implement long-term investment strategies tailored to client goals and risk tolerance.

Alice Tweit is a CFP® with five years of industry experience, currently serving as an advisor at West Invest. Her prior experience includes roles at Northwest Wealth Advisors, LPL, Bank of America, Merrill, and Northwestern Mutual. She also provides administrative support to Northwest Wealth Advisors LLC, an independent investment advisory firm. West Invest offers discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term strategies tailored to client goals and risk tolerance.