Westhill Financial Advisors, Inc.

Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. in San Rafael, CA, with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Westhill since 2010, following a nine-year tenure at Cambridge Investment Research, Inc. Diane serves as a board volunteer for Wednesday's Gift, a nonprofit organization providing food, clothing, housing, and other essential necessities to those in need. Westhill Financial Advisors manages approximately $684 million and serves a diverse client base including individuals, trusts, estates, businesses, nonprofits, and retirement plans. The firm employs a strategic asset-allocation approach combining passive and active investment strategies and offers financial planning, investment management, and business consulting services across multiple offices.

Matthew Taddei is a CFP® and ChFC® with 42 years of experience in the financial services industry. He has been with Westhill Financial Advisors, Inc. since 2010 and previously worked at Cambridge Investment Research, Inc. from 2007 to 2016. Outside of his advisory role, he serves as President and CEO of an independent insurance agency and is a non-paid advisory council member of Heritage Bank of Commerce. Westhill Financial Advisors manages approximately $684 million and serves individuals, trusts, estates, businesses, non-profits, endowments, and retirement plans. The firm employs a strategic asset-allocation approach combining passive and active management, offers a range of financial planning and consulting services, and supports clients through multiple offices and educational programs.

Samantha Keeler is a CFP® professional with five years of industry experience, currently serving at Westhill Financial Advisors, Inc. in San Rafael, CA. Prior to joining Westhill, she held positions at Bank of America, Merrill Lynch, and Wells Fargo. She is also licensed as an insurance agent, focusing on fixed insurance and fixed annuity sales. Westhill Financial Advisors manages approximately $684 million and serves a diverse client base, including individuals, trusts, small- to mid-size businesses, non-profits, and retirement plans. The firm employs a strategic asset-allocation approach combining passive and active management, and offers a range of financial planning, investment management, and business consulting services.

Kirk Ludwig is a financial advisor with Westhill Financial Advisors, Inc. in San Rafael, CA, holding CFP® and ChFC® designations along with Series 63 and 65 licenses. He has 39 years of industry experience, including prior work at Cambridge Investment Research, Inc. Ludwig serves as a board member and treasurer of a local homeowners association. Westhill Financial Advisors manages approximately $684 million and serves individuals, high-net-worth clients, trusts, estates, businesses, non-profits, endowments, and retirement plans. The firm employs a strategic asset-allocation approach combining passive and active management, offers a range of financial and business consulting services, and distinguishes itself with a multi-office presence and client education programs.

Meghan Hyland is a financial advisor with Westhill Financial Advisors, Inc. in San Rafael, CA, holding a Series 65 designation and 10 years of industry experience. She has been with Westhill Financial Advisors since 2015. Westhill Financial Advisors manages approximately $684 million and serves a diverse client base including individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset-allocation, core-and-satellite investment approach and offers personalized financial planning, investment management, and business consulting services across multiple offices.

Nicholas Safrit is a CFP® and holds a Series 66 license with 21 years of industry experience. He has been with Westhill Financial Advisors, Inc. since 2020 and previously worked at Fidelity Personal and Workplace Advisors and FIDELITY Brokerage Services LLC. Westhill Financial Advisors manages approximately $684 million, serving individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset-allocation, core-and-satellite investment approach tailored to clients’ risk tolerance and goals, and offers financial planning, investment management, and business consulting services.