Westshore Wealth

Ryan Brizendine is a CFP®-credentialed financial advisor with 15 years of industry experience, currently serving at Westshore Wealth since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory work, he is a passive member of a family-owned rental property management business. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment approach that includes the use of leveraged and derivative strategies within separately managed accounts, alongside retirement-plan consulting under ERISA fiduciary standards.

Trevor Bryant is a CFP® and CFA® with 15 years of experience in financial advisory services. He has been with Westshore Wealth in Dallas, TX since 2016, working as part of a six-advisor team. Westshore Wealth provides portfolio management, financial planning, and retirement-plan consulting primarily to high-net-worth individuals, pension plans, and charitable organizations. The firm uses a combination of fundamental, modern-portfolio, and quantitative analysis, incorporating leveraged and derivative strategies within separately managed accounts.

Lance Jamerson is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Westshore Wealth since 2018 and previously worked at Howard Financial Services for five years. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, and charitable organizations, employing a distinctive investment process that includes the active use of derivatives and leveraged strategies within separately managed accounts.

Ryan Ornellas is a financial advisor at Westshore Wealth with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Westshore Wealth since 2016. Prior to that, he worked at TIAA-CREF Individual & Institutional Services and TIAA from 2015 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, using model portfolios and active derivative strategies within separately managed accounts.

Brian Sigler is a financial advisor at Westshore Wealth with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including RM Securities, Mogul Securities, and North Capital Private Securities. Outside of his advisory role, Sigler is CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals, pension plans, and charitable organizations. The firm uses a disciplined investment process that incorporates fundamental, modern-portfolio, and quantitative analysis, including active use of derivatives and leveraged strategies within separately managed accounts.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Ryan Mcguire is a CFP® professional with 14 years of industry experience, currently serving at Westshore Wealth since 2016. Prior to joining Westshore Wealth, he worked at Rgt Capital Management, Ltd. from 2014 to 2016. Westshore Wealth is a six-advisor team managing approximately $534 million in assets for individuals, pension plans, and charitable organizations. The firm emphasizes customized Investment Policy Statements, discretionary trading authority, and uses a combination of fundamental, modern-portfolio, and quantitative analyses, including active leveraged and derivative strategies within separately managed accounts.