I have specialized over the last nineteen years in helping physicians and dentists achieve their financial goals, through growing and protecting their net worth. At Westmark, we take great pride in giving our clients the confidence that they are on track to hit goals that they have set for themselves. Our process is to identify what is important to a physician and his family, develop an efficient plan, and continuously monitor that plan.Securities and investment advisory services offered through NEXT Financial Group, Inc.(“NEXT”), Member FINRA/SIPC. 5050 N. 40th St. Suite 140, Phoenix, AZ 85018 602-714-1950. Westmark Wealth Management is not an affiliate of NEXT}. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. Due to various state regulations and registration requirements I am currently allowed to offer securities only to clients residing in AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, IA, KS, ME, MD, MI, MN, MO, NV, NM, OH, OK, OR, PA, RI, TX, UT, VA, WA, WI.
Listed skills include Wealth Management, Financial Services, Securities, Series 7, and 14 others.