WESTPARK WEALTH Advisors, Inc.

Dean Harvey is a CFP® professional with 27 years of industry experience. He is affiliated with Westpark Wealth Advisors, Inc. and has worked at Calton & Associates, Inc. and IMS Securities, Inc. He serves as a trustee on the board of the Lydia Patterson Institute, a private Methodist school in El Paso, Texas. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning engagements.

Kiran Patel is a financial advisor at Westpark Wealth Advisors, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with IMS Financial Advisors, Inc. and IMS Securities, Inc. since 2016. Outside of his advisory role, Patel is involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management, access to third-party money managers, and standalone financial planning engagements.

Craig Sims is a financial advisor with WESTPARK WEALTH Advisors, Inc., holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he founded in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies and offers portfolio management through wrap-fee programs and third-party managers, managing approximately $229.3 million in assets as of December 31, 2024.

Joshua Kirby is a CFP® professional with 10 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. He has worked at Calton & Associates, Inc. since 2017 and previously at IMS Securities, Inc. Kirby is a partner in Compass Retirement Planning and is involved with a Christian summer camp for children with special needs, where he leads Bible studies and helps build community partnerships. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning services.

Ronald Bucchi is a CFP® with 37 years of industry experience, currently serving at WESTPARK WEALTH Advisors, Inc. He has held roles at Calton & Associates, Inc. and IMS Securities, Inc. Bucchi owns Flores & Bucchi Financial Services, which provides traditional fixed life insurance and annuity sales and services. He is also a non-paid member of the Pacific Life Advisory Council, providing feedback on advisory variable annuity operations. WESTPARK WEALTH Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and provides portfolio management through wrap-fee programs and access to third-party money managers.

Stacey Rognon is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 25 years of industry experience. She holds the Series 66 designation and has been with Westpark Wealth Advisors since 2002. Prior to and during her tenure at Westpark, she was also associated with IMS Securities, Inc. for 15 years. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Barbara Derusha is a financial advisor at WESTPARK WEALTH Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including IMS Securities, Inc. and Pension Planners of Central Texas. She is a partner at Compass Retirement Planning, a business offering securities and products through Calton & Associates, Inc. WESTPARK WEALTH Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Michael Petter is a financial advisor with WESTPARK WEALTH Advisors, Inc. in San Antonio, TX, holding the ChFC® designation and Series 63 and 65 licenses. He has 24 years of industry experience and has worked at Calton & Associates, IMS Financial Advisors, and IMS Securities. In addition to his advisory role, he manages a 600-acre ranch. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs, third-party money managers, and standalone consulting engagements.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has worked at WESTPARK WEALTH Advisors since 2011 and concurrently at Calton & Associates, Inc. since 2017. Outside of investment advisory, he provides term life insurance quotes as an employee in the insurance sector. WESTPARK WEALTH Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and provides portfolio management through wrap-fee programs and third-party money managers.

Andrea Freedman is a CFP® with over 31 years of experience in financial advising. She has been with Westpark Wealth Advisors, Inc. since 2009 and also worked at Calton & Associates, Inc. since 2017. In addition to her advisory role, Freedman serves as Co-Academic Director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies, where she oversees instructors and educational content. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and manages approximately $229 million in assets as of year-end 2024, offering both discretionary and client-directed portfolio management.

Magdalena Santos is a financial advisor with WESTPARK WEALTH Advisors, Inc. She holds a Series 66 designation and has 18 years of industry experience. Her prior work includes roles at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves a broad client base including individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers portfolio management through wrap-fee programs, third-party money managers, and standalone financial planning, utilizing a range of investment strategies and managing approximately $229 million in assets as of the end of 2024.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Comanche, TX, holding a Series 63 designation and over 33 years of industry experience. He has worked at Westpark Wealth Advisors since 2002 and Calton & Associates since 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station and provides care for a special needs family member. Westpark Wealth Advisors serves a diverse client base including individuals, trusts, estates, and business entities, offering investment advisory and financial planning services. The firm employs a variety of investment strategies and manages approximately $229.3 million in assets as of year-end 2024.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with 26 years of industry experience. He previously worked at Ims Securities, Inc. for 11 years and has been associated with Calton & Associates, Inc. since 2017. Outside of his advisory role, Jackson is employed as a tax preparer at H&R Block and is a partner involved in asset management and underwriting with Aspire LLC. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs various investment strategies and offers portfolio management through wrap-fee programs and third-party managers, serving clients with both discretionary and non-discretionary arrangements.

Christopher Gammon is a CFP® with over 31 years of experience in the financial services industry. He is the CEO and owner of Westpark Wealth Advisors, Inc., where he has worked since 2000, and previously was with IMS Securities, Inc. from 1999 to 2017. Outside of his advisory role, he owns an insurance agency that continues to generate residual income. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers, managing approximately $229.3 million in assets as of the end of 2024.

Nathan Irby is a CFP® with eight years of industry experience, currently serving as an Investment Adviser Representative at Westpark Wealth Advisors, Inc. in Baton Rouge, LA. His prior experience includes roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is involved in nonprofit and community organizations, including serving as a board member for the Louisiana Conference of the United Methodist Church Board of Pensions and Health Benefits and as a committee member at University United Methodist Church. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs and third-party managers, managing approximately $229.3 million in assets as of December 31, 2024.