West Ridge Advisors

Joshua Robinson is a CFP® with three years of industry experience, currently serving as an advisor at West Ridge Advisors since 2021. Prior to joining West Ridge, he worked at Ace Workforce Technologies and held teaching positions, including with Teach for America and at Findlay Middle School. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, managing approximately $268 million in assets for around 398 clients.

Zachary Taylor is a CFP® professional with five years of industry experience. He currently serves as an advisor at West Ridge Advisors and previously worked at Arista Wealth Management. His background also includes roles in credit unions and education. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing approximately $268 million in assets for about 398 clients.

Alan Erickson is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2017. In addition to his advisory role, Erickson is a CPA involved with Udall CPA Group, an accounting firm, where he has been active since 2012. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a Modern Portfolio Theory-based, long-term investment approach with globally diversified, tax-efficient vehicles, managing approximately $268 million in assets across discretionary and nondiscretionary accounts.

Michael Nestman is a CFP® professional with 14 years of experience, currently serving as an advisor at West Ridge Advisors. He has been with West Ridge Advisors since 2015 and is also a partner and shareholder at Udall CPA Group, PLLC, where he is not a practicing accountant. Outside of financial advising, he is involved in several business activities including an insurance agency and a payroll services company. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, offering globally diversified, tax-efficient portfolios tailored to clients’ objectives and risk tolerance.

Fraser Inouye is a financial advisor with West Ridge Advisors in Henderson, NV, holding a Series 65 designation and nine years of industry experience. He is also the principal of Inouye CPA LLC, an accounting firm he has operated since 2018, and is a shareholder in Mint Payroll, LLC, a payroll services company. Additionally, Inouye holds a longstanding insurance agent license, providing insurance products on a limited basis. West Ridge Advisors serves individuals, including high-net-worth clients, and retirement-plan sponsors with investment advisory and financial planning services. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and offers tailored financial planning and portfolio management.

Thomas Udall is a financial advisor with West Ridge Advisors and holds a Series 65 designation. He has nine years of industry experience and has been with West Ridge Advisors since 2017. In addition to his advisory role, he is a certified public accountant and operates Udall CPA Group, PLLC, an accounting firm he has managed since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to clients’ objectives and risk tolerance.

Brian Stoker is a financial advisor at West Ridge Advisors with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at GWN Securities Inc. from 2012 to 2020. Stoker provides insurance-related products in addition to his advisory services. West Ridge Advisors offers investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, managing diversified portfolios tailored to each client's objectives and risk tolerance.

Todd Udall is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Ridge Advisors since 2017. In addition to his advisory role, he has operated Udall CPA Group PLLC, an accounting firm, since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals and retirement-plan sponsors, managing approximately $268 million in assets. The firm employs a long-term, globally diversified investment approach grounded in Modern Portfolio Theory and offers tailored portfolio management alongside tax and estate planning guidance.

Stephen Udall is a financial advisor at West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential. He has been with West Ridge Advisors since 2025 and also serves as Director of Udall CPA Group, PLLC, a tax and accounting firm he has been involved with since 2019. Prior to his advisory role, he worked briefly at PwC and spent five years at Brigham Young University. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and manages approximately $268 million in assets for nearly 400 clients.

Dexter Wadsworth is a Series 65-licensed advisor at West Ridge Advisors with one year of industry experience. He previously worked at GDM Private Financial Solutions and PWS, and he also teaches CPA prep courses and tutors students through Universal CPA Review. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory and manages approximately $268 million in assets for nearly 400 clients.

Cameron Steed is a financial advisor at West Ridge Advisors in Las Vegas, holding a Series 65 designation with one year of industry experience. He is also an associate at Udall CPA Group, a CPA firm where he is involved in tax preparation. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors, managing approximately $268 million in assets. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and offers tailored financial planning and portfolio management services.

Darren Blue is a financial advisor at West Ridge Advisors in Gilbert, AZ, holding a Series 65 designation with one year of industry experience. Prior to entering the financial advisory field, he worked at Intel Corporation for 27 years. He is also the owner and CEO of AZ Sky Advisors, a business strategy consulting firm. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers portfolio management, tax and estate planning guidance, and retirement-plan consulting.

Curtis Udall is a financial advisor at West Ridge Advisors with three years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2022. Prior to this, he has been a tax manager at Udall CPA Group PLLC since 2017 and spent a year at PricewaterhouseCoopers in 2016. Outside of financial advising, he manages two real estate investment companies. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and manages approximately $268 million in assets for about 398 clients.