WESTPAC WEALTH PARTNERS - Key Persons
Aaron Puttroff understands from personal experience what it's like to live with the effects of poor financial decisions. Growing up, his father was unexpectedly injured while working in the railroad industry, which forced him into early retirement. With no pension and little saved for the future, this proved to be a hardship for the family.
The experience set the course for the rest of Aaron's life. His passion is to help his clients avoid financial failure and use financial planning to live out their vision of the good life.
Going beyond conventional advice, Aaron will personally work with you to help defend against the shortfalls of common planning. Taking into account the unpredictability of real life, Aaron will craft a comprehensive plan that addresses all aspects of your finances. Aaron believes that there's not a silver bullet to achieving financial success. It entails a series of powerful actions accomplished in the right order. Aaron's role is to provide the wisdom and experience to know what actions must be taken and then to facilitate their completion. Aaron works with business owners, families and professionals.
Born and raised in Kansas, Aaron set down roots in San Diego after a decade of service as an officer in the Marine Corps. He and his wife, Kathryn, have two children and are active members of the San Diego community.
In Aaron's personal life, he enjoys adventure, reading, outdoor sports, and being engaged in his children's education and activities.
Job Titles:
- Director of Marketing & Training
Aimee brings a wealth of experience to her role as Director of Marketing & Training at WestPac, spanning over 15 years in marketing and commercial real estate. Prior to joining WestPac, Aimee played a crucial role for a national brokerage firm, where she managed facets of marketing, business development, and client services for the top-producing multifamily team. She had also, previously, been part of a boutique, full-service brokerage firm in Scottsdale as Marketing Director, overseeing the hiring, growth, and management of the marketing team. Her colleagues and clients commend her for being a passionate and dedicated professional, committed to fostering a culture of collaboration.
Aimee is a graduate of Arizona State University, where she obtained a Bachelor of Arts degree in Communications and a Minor in Business. She holds Life & Health and Arizona Department of Real Estate Salesperson licenses. Beyond her professional achievements, Aimee enjoys spending time with her family, and in particular with her husband and two active sons, Hudson and Decker, in Scottsdale, Arizona.
Alec was born and raised in the foothills of Southern California where he started competing in sports at a young age. Enjoying many sports, his passion for water polo prevailed as he was later recruited by the University of California, San Diego, and received a scholarship to play water polo.
During high school, he was drawn to finances, volunteering with filing tax returns, as well as helping his mother with the bookkeeping of his father's medical practice. His fascination in world economics fueled his desire to continue his financial education, and graduate with a Bachelor's degree in Economics and a minor in business from the Rady School of Management, University of California, San Diego.
Upon graduating, Alec began his professional career at AXA Advisors. In 2016, he joined WestPac Wealth Partners, where he was part of the team opening the La Jolla, CA office. Alec is part of a planning team that strives to align his clients with experienced professionals in various fields such as Taxes, Insurances, Investments, and Estate Planning. He thrives to aid his clients in obtaining a balanced financial portfolio to help ensure stability upon retirement.
Alec and his fiancée, Madison, have been able to call San Diego home for over 10 years. Living in La Jolla, they enjoy spending time at the beach with their Golden Retriever, Dexter. As avid runners, they are constantly training for marathons and playing in soccer leagues. He is an active member of the community and is involved in the San Diego Track Club, Holiday Bowl Association, and Braille Institute.
Job Titles:
- Senior Vice President & Wealth Management Advisor
Alex Jakovljevic has been with WestPac Wealth Partners since 2009. He is the Senior Vice President and a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities. His team works with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and stability.
His team takes a holistic approach to financial planning, specializing in Strategic Income Tax Planning Strategies, Asset Protection Planning, Risk Management Planning and Advanced Estate Planning Strategies. He is also a Certified Business Exit Planner. Alex was recently recognized as one of the 2022 Forbes Top 100 Financial Security Professionals in the United States as well as one of Forbes Top Best in State Financial Security Professionals for California in both 2022 and 2023. After spending over a decade in the field as first an analyst for Morgan Stanley and later a Financial Advisor for WestPac Wealth Partners, Alex has grown to be extremely knowledgeable in his field. Alex's ability to build and maintain relationships with his clients has instilled mutual trust that provides a platform for open communication of goals and expectations. In addition, his ability to adapt to the ever-changing financial environment has provided a strong foundation for growth and success.
Alex was born and raised in Serbia and moved to the United States on a basketball scholarship from Hawaii Pacific University (HPU), where he received his bachelor's degree, with honors, in 2005. Alex continued his education and earned a Master's in Business Administration with an emphasis in finance from HPU. Additionally, Alex holds an Options and Futures Trading Certificate from the prestigious London School of Economics, as well as the Series 7, 66, 31 and Life & Health licenses. In his free time, Alex enjoys playing basketball. He can also be found on the tennis court with his beautiful wife, Dada. Alex and Dada love spending time with their three children.
Job Titles:
- Representative
- Wealth Management Advisor
Alfred Valencia is an Investment Advisor Representative for WestPac Wealth Partners in Irvine, Ca. Alfred obtained his Real Estate license and started in the Mortgage Industry in 2003. Alfred acquired a vast knowledge of Mortgage Finance from a Commercial and Residential standpoint. After having much success, Financial services seemed to be a natural progression. His decision to work in financial services grew out of a strong desire to seek a profession that would allow him the opportunity to help others in a financial capacity. In 2012 he joined American Income Life and within 3 months accepted a promotion to a management position. In 2014 after very careful consideration Valencia decided to take a position at Fortis Financial that eventually merged with Westpac in 2016.
Alfred has made a deliberate decision to work with business owners and has designed a strategic team of Advisors with focus on process and execution. Valencia has many years of experience in providing financial planning, charitable planning, estate planning, retirement planning and investment services to a variety of clients and organizations. Alfred's purpose is to help his clients protect what they have built, building currently and will continue to build in the future.
Alfred is married to his wife Lisa and enjoys living in Walnut, California with their 3 daughters Danielle, Serena, Jaiden and son Kaden. His favorite activities include cooking, spending time with his family and watching sports. He stays active by playing basketball, golf and coaching his children in their many activities.
Andy has over 35 years of experience in the financial services industry. Andy specializes in business and estate planning, working with a number of top attorneys, CPAs, and business owners in Missoula and across the U.S. When he's not working with clients, Andy enjoys hiking, fly-fishing, skiing, boating, and traveling. His daughter, Rachel Link, joined his team in 2009.
My first year of college I took a securities analysis class and little did I know how much this one class would affect the rest of my life. After taking the class my interest in investments blossomed into my biggest passion. I was consumed with the idea of learning everything possible about investments and how they worked.
I originally began my career at LPL Financial working as an intern researching equity markets. From here, I transitioned over to J.P Morgan Chase, where I was working with clients very closely regarding their financial needs. However, I always knew I wanted to be a holistic financial advisor and then Westpac Wealth Partners came along. I specialize in helping clients in the construction, engineering, biotech, and medical industry.
I am also a Certified Investment Management Analyst® (CIMA®). This certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification continues to be one of the highest levels of advanced investment education for client-facing advisors.
When I am not working closely with clients, I am spending time with my two little ones Alexander and Angel. These two boys mean the world to me and are the reason behind everything I do in life.
Job Titles:
- Financial Advisor
- 401k Specialist
Angela Mansfield is a 401k specialist passionate about helping people claim their power around their money. When visiting 401k clients, Angela found that every participant's first question is: "How much should I put into my 401k plan?", and after about a dozen years in this field working for 401k recordkeepers, she became an advisor because she wanted to start the discussion a few steps back from that question - talking about saving, cash flow, and big-picture goals. Angela teaches her clients that everyone can make financial choices that create a great life today AND a great life in the future.
With 16 years of experience in the retirement services industry, Angela has her Series 6, 63, and 65 securities registrations and her Life Insurance & Securities Licenses in many states across the country. She works with business clients as the advisor for their 401k plans and with individuals to offer education and strategy about investments, retirement planning, and insurance products. Angela hosts monthly events and financial coaching clubs for women, with conversations on various financial topics. She also enjoys strategizing with her clients about how to both increase, and maximize the use of, their income.
While Angela had her first position as a 401k enroller right after graduating from Occidental College, she has actually had two parallel careers, getting her Master's Degree to be a youth pastor in the Presbyterian Church (USA), and trading off working in the retirement planning industry and working in the church, before coming back to the corporate world full-time in 2013. She enjoys learning as well as leading and has recently enjoyed taking Landmark education courses, something her own financial advisor encouraged her to do!
Outside of work, Angela enjoys watching baseball (Spring Training trips with her dad are a big part of what landed her in Scottsdale) and basketball, reading & book clubs, watching k-dramas, winding-down with the sunset from her balcony, and travel - especially to places where there are people she loves. Angela started learning Korean last year and is looking forward to being conversant in the language and traveling to Seoul to see BTS in concert!
Anthony, born and raised in Portland, Oregon, graduated with a degree in Finance from the University of Oregon's Lundquist College of Business. Prior to joining WestPac Wealth Partners, Anthony worked with individuals, small businesses, and corporations in financial analysis and tax management both in the US and Overseas.
His passion to empower and serve those in his community through financial enablement resulted in him joining the WestPac Team, where the combination of care, integrity, and financial confidence come together.
Anthony specializes in planning by first educating individuals, families, and businesses on protecting and building wealth. Through the approach of education and purpose, clients are able to make decisions with confidence and security.
By virtue of the planning process, Anthony and his team are able to assess whether the actions and decisions made today are aligned with the intended outcomes of tomorrow.
Job Titles:
- Registered Representative
I am originally from San Jose, California but have called Arizona home for over thirteen years. I graduated from Gonzaga University in 2009, and while there helped lead the baseball program to their first ever NCAA Regional. Upon graduation, I began my career with the Arizona Diamondbacks, and most recently as the Director, Group Events and Hospitality. While there, I helped lead strategy and revenue generation for any event of 15+ people coming through Chase Field.
I began my career in Financial Services in March 2021 after finding my own financial professional and seeing what planning has done in my household. My passion is all about collaborating with other WestPac Advisors to bring clarity and strategy to the clients we serve.
My wife Amber and I have been married since 2010 and together have three children, two daughters and one son. In my free time, I enjoy serving at my church, playing golf, traveling, and creating memories with my family.
Job Titles:
- Registered Representative
Job Titles:
- Marketing and Business Development
Bailey Creager is originally from Ohio and currently resides in Nashville, Tennessee. She graduated with her B.S. from The Ohio State University and obtained her Master of Sports Law and Business degree from Arizona State University.
She brings 8 years of experience working in the sports and entertainment industry to WestPac, with a strong background in business development, marketing, and project management. She has worn many different hats fulfilling a wide range of roles for previous employers, and that is what fuels her. With previous stints at the Arizona Coyotes, Sun Devil Athletics, and most recently, Navigate, a data-driven consulting firm, Bailey decided to take on a new challenge and transition into the finance industry. As an Enneagram 9, she has a passion for supporting others in order for the team to be successful and cultivating new relationships with people. She is ecstatic to be a part of the movement at WestPac and contribute to the future growth of this intentional organization.
Bailey is a workout enthusiast, loves exploring the outdoors, has a deep love for agriculture, and country music. She grew up on Creager Family Farm, where her family breeds showpigs and farms 800 acres. She started showing pigs with her siblings when she was three years old and competed in 4-H at the county and state levels. You will also find her black Goldendoodle, Winston, glued to her hip.
Job Titles:
- Wealth Management Advisor
Benjamin Fuentez, a true Texan, was born and raised in the heart of the Lone Star State. He proudly attended
the University of Houston, carving his path in the vibrant city.
Boasting an impressive 18 years of experience in the finance and insurance industry, Benjamin is recognized
Job Titles:
- Financial Advisor
- Vice President
- Vice President - Financial Advisor
Brennan is a Vice President, Financial Advisor and Author who has built his practice over the last decade by bringing creative, holistic, and transparent strategies to his clients. As one of few Certified Exit Planners (CExP™) in the state of Nevada, he and his team work with business owners and physicians across the country to monetize the blood, sweat, and tears that professionals invest in their careers. No matter what stage of life you are in, he works to develop and implement plans to build wealth with tax aware strategies.
Brennan grew up in Gurnee, Illinois and attended Wartburg College, a private school in Iowa. During his time at Wartburg, he competed on their national championship wrestling team and graduated Magna Cum Laude with degrees in Business Administration and Communication Design. Following graduation Brennan interviewed with several financial companies and ultimately decided to move to Las Vegas, NV to join WestPac in 2011.
While at WestPac he has achieved numerous milestones. Including qualifying for both President Council and MDRT Top of the Table in 2021. He also serves on the board for Southern Nevada Sports Hall of Fame and UNLV Wrestling Foundation.
Outside of the office Brennan continues to be involved in wrestling by running Faith Lutheran Youth Wrestling Club. When he is not on the mat, he enjoys playing golf, fly fishing, and spending time with his wife Katie and daughters Emerson and Aila.
Brian specializes in educating his clients on how to protect their wealth, building tax strategies, avoiding lawsuits and showing them ways to make their financial situation more tax efficient through a variety of strategies. He has over 30 years of experience in business succession/transfer planning and estate planning while working with clients all across the country. His practice also involves the areas of retirement strategies, life insurance, disability insurance and guaranteed annuities. He helps people save money in tax-efficient ways. He has received many company leader awards as well as membership in the prestigious MDRT (Million Dollar Roundtable)1. Brian was also the Montana State President for NAIFA (The National Association of Insurance and Financial Advisors) for 2014/2015. He enjoys hiking, camping and all outdoor activities with his wife and two children.
Job Titles:
- Business Development Manager & Wealth Management Advisor
Bridget Orr is a Texas native who currently lives in Arizona. She played volleyball at the University of Alabama and professionally in Spain and Chile. She graduated cum laude with her B.A. in marketing.
Bridget has previously held business development and marketing leadership roles in a dynamic mix of industries, and most recently at UBS. She has a passion for connecting with people to develop and better our team, and ultimately every client experience. She strives to learn about each of her clients, while sharing financial knowledge, that can allow them to achieve their personal and financial goals. She is motivated by the team's success, and she is ecstatic about the opportunity to work with this team and their clients.
I love to travel, stay active, and spend time with my husband, Brett and two boys, Kason and Kolby.
Bruce Fine joined the firm WestPac Wealth Partners in 2013. He serves as a Financial Representative out of his Encino, CA office.
Bruce grew up in Massachusetts and graduated from Boston University's School of Management. He then went cross-country to move to Los Angeles where he enjoyed a successful twenty-year career in show business as a performer and producer. In 2013 Bruce turned back to his roots and family business; financial and Insurance planning. Bruce was mentored by his family at Robert Fine and Associates, based in Massachusetts. Bruce's father founded the company 45 years ago and his brothers Randy and Matthew have continued its tremendous success.
Imagine a future where financial goals are not just aspirations but tangible achievements. Picture your wealth growing strategically, supporting your desired lifestyles, protecting your legacy, and making a lasting impact. This is the vision Bryan shares with his clients, and he is here to guide them every step of the way. Wealth management is more than numbers and investments; it's about realizing dreams and creating the lives individuals envision for themselves and their loved ones. Bryan, as a trusted resource, builds solid and unwavering relationships with his clients, uncovering their true financial potential and designing tailored roadmaps that help transform dreams into reality.
What sets Bryan apart is his relentless commitment to the success of his clients. He stays at the forefront of industry trends, leveraging cutting-edge tools and collaborating with a network of top professionals to ensure clients benefit from the most effective and innovative solutions. With over two decades of experience in the financial planning industry, Bryan deeply understands the unique challenges and opportunities that come with significant wealth. His unwavering commitment to delivering personalized, client-centric solutions has earned him the trust of discerning individuals. As a dedicated advisor, Bryan is not only here to provide experienced guidance but to be a confidant, advocate, and champion for his clients. He empathizes with the fears and concerns that keep high-net-worth individuals up at night - the fear of losing wealth, the desire for financial independence, the need for comprehensive legacy planning, and more.
Together, Bryan and his clients address these concerns head-on and develop strategies that empower them to thrive. Are you ready to embark on a transformative journey to unlock your financial potential? Schedule a confidential consultation with Bryan, where he can delve deeper into your goals, aspirations, and vision for your financial future. Together with Bryan, you will create a bespoke wealth management plan that not only helps protect your wealth but propels you toward a future of true financial independence and fulfillment.
Bryan has a passion for helping every client with a protection first philosophy.
Since joining the financial services industry Bryan has worked with hundreds of medical professionals across the country. He has dedicated his entire career specializing in disability income protection and insurance needs for his clients.
Bryan is very comprehensive in his process and works with a team of experienced professionals to help his clients gain financial confidence.
In his spare time, he likes going to the gym, off roading in his side by side, and spending time with his wife Seana and daughter Grace.
Job Titles:
- Wealth Management Advisor
I am a CPA that chose financial advice to optimize my life and to guide others to optimize their lives too. I value the uniqueness of every financial plan as I walk side-by-side with clients to illuminate their optimal paths and give clients confidence in their financial decisions. Together we navigate discussions around financial planning that are critical but can be equally intimidating without a trusted financial coach.
I have also felt the aftereffects of what happens in life when families and business owners do not have proper financial guidance or a plan in place. These experiences have created a mission in my work and I have centered my practice around thorough financial planning, intentionality, financial education, and life optimization under any scenario.
Charbel Ghaby's professional journey is a testament to his unwavering commitment to excellence and adaptability. Born in Lebanon and later establishing roots in Southern California in 1989, Charbel's path is one of remarkable transformation and accomplishment.
After graduating with honors from the University of California, San Diego, he embarked on a career in finance,
joining Morgan Stanley in Los Angeles in 2000. His financial acumen and dedication to his work set a strong foundation for his future endeavors.
In 2004, Charbel made a pivotal decision to redirect his career. He transitioned from the financial industry to join the family business and simultaneously ventured into the restaurant business, opening an establishment in Glendora. Over the course of 12 years, he expanded this entrepreneurial vision to include two distinct restaurant concepts with a total of seven locations.
Charbel's insatiable thirst for knowledge led him to pursue an MBA, demonstrating his commitment to continuous growth. Throughout this journey, he managed his thriving businesses with finesse, constantly seeking ways to integrate newfound knowledge into his ventures.
The global pandemic of 2020 ignited a renewed passion for financial planning in Charbel's life. He embarked on a series of interviews with firms across the state, and it was WestPac Wealth Partners and Guardian, where he has been a client since 2009, that resonated with his vision, The firm's emphasis on comprehensive personal and business planning, acknowledging the intricate relationship between the two, was the perfect fit.
Since his arrival at WestPac in late 2020, Charbel has seamlessly merged the strategies he's acquired with his two decades of business ownership experience. He brings a unique perspective to his business clients, shedding light on the complexities of business planning from a fellow entrepreneur's viewpoint.
Charbel Ghaby's professional story is a testament to the power of adaptability, a journey marked by an unwavering commitment to growth and a unique ability to bridge the worlds of business, finance, and family. He continues to leave an indelible mark on each chapter of his remarkable career. Beyond his professional life, Charbel cherishes moments spent with his wife and three children, finding balance in the simple joys of family.
If you have questions about your financial plan, or if you are looking for a new point of view, reach me at Chris.Castleman@WestPacWealth.com or 513-882-7282.
Christina was born in Korea and moved to Hawaii at the early age of one. Since then, she was raised in Honolulu and accustomed to the local culture. Growing up with no financial planning with her family, she hoped to learn about every topic on financial matters to help her parents. That being the start of her passion, she is now determined to help her clients make informed decisions and achieve financial confidence.
It was in college when Christina's interest had peaked in finance and accounting. Interested in learning more about both fields, she double-majored at Shidler's College of Business at the University of Hawaii at Manoa. During the last semester of college, she chose to become a Certified Public Accountant* and took on an internship at Wealth Strategy Partners to only fulfill the undergrad credit requirement. However, this internship changed her career path as soon as she saw how the firm was able to provide tremendous value for their clients. It was unlike any other financial firms she had encountered and truly believes in helping her clients become financially efficient with the coordinated effort of all their financial decisions. With her knowledge, she hopes to guide all her clients to their most optimal financial position now and in the future.
To provide her clients with some of the best solutions, Christina has obtained her series 7 and 66 licenses along with her life and health insurance licenses. This allows her to offer various insurance and investment products as well as advisory accounts so that her clients would not be limited to the products and services available. To truly become a professional in the field, she further educated herself by obtaining the Certified Financial Planner® designation and is continuously striving for personal growth and development in the industry.
Christopher Chow dedicates his career to helping people get to their optimal financial position - to discover financial balance in their lives. He has extensive experience teaching and implementing financial principals to his clients and their family and friends.
Born and raised in Honolulu, Chris graduated from Punahou School in 2005 and obtained his Bachelor of Science in Biology at the University of Hawaii at Mānoa in 2009. He pursued his medical doctorate at Loma Linda University in Southern California before making a professional transition to financial services in 2014.
It is Chris' experience that people underestimate how important they are to their children, spouse, and the world. It is his mission to do all that he can to ensure the financial security and wellbeing of the people around him so that they can continue to serve their family and communities they are a part of. He does this by discovering where his clients are emotionally and financially, removing the guess work out of planning, and helping clients focus on the things within their control in their financial lives.
Chris specializes in working with business owners, healthcare professionals, real estate professionals, and service members. He works in partnership with the American College of Physicians, Hawaii Academy of Family Physicians, Hawaii Medical Association, John A. Burns School of Medicine, and the Philippine Medical Association of Hawaii to serve the unique industries that focuses on helping and serving others.
Chris is very much involved in the community. He is a proud member of FINSECA, National Association of Insurance and Finance Advisers, the Million Dollar Round Table®, a board member of the Punahou Alumni Association, and an ordained leader of the Central Seventh-Day Adventist Church. Alongside with his professional life, Chris loves to spend time with his wife Erica traveling to new cities, trying new places to eat, and golfing.
Job Titles:
- Wealth Management Advisor
Cory is a California native, growing up in the San Francisco Bay Area. After high school, he sought out the warmer climes of Southern California and attended San Diego State University. He quickly dove into campus service, becoming President of his residence hall and serving as Residence Hall Association Executive Vice President. He also served on the Board of Directors for Aztec Shops.
His position as Executive VP lit his fire for finance. He went to work for Bank of America as a teller before being promoted to a Sales position. He also worked with Wells Fargo's Auto Lending department then moved on to mortgage lending. For 5 years, he helped families achieve their goals of home ownership. He felt a
sense of pride for the assistance he provided, but he felt there was more he could do to make himself more valuable to his clients.
Cory began working with MetLife's Financial Planning Division in 2006. He found that comprehensive planning was his true passion; it allowed him to build client relationships by helping people meet not only their immediate goals but setting them up for financial stability throughout their entire lives. Cory has also worked with Merrill Lynch's Edge division, meeting with clients daily to help them understand the importance of planning for the future.
Working with WestPac has allowed Cory to return to Comprehensive Financial Advice. He believes that there is more than one way to achieve an objective, and he enjoys working side-by-side with his clients to help them reach (and surpass) those objectives.
When Cory is not in a suit, he is an avid sports fan. Baseball is Cory's first sports love. That love landed him a position with the San Diego Padres on the Pad Squad. He can also often be found playing flag football, softball, kickball, and dodgeball. Yes, dodgeball! Cory and several friends owned a local dodgeball league in San Diego for 5 years and he also played dodgeball professionally for the National Dodgeball League from 2006 to 2012. His involvement in the sport has had great impact on his personal life: for a number of years, Cory has volunteered with the San Diego After School All-Stars (an organization devoted to promoting physical activity, social skills and teamwork to children and teens), offering his services to run their annual charity dodgeball tournament. He also met his wife, Carrie through a dodgeball league. They were married in 2014 and enjoy traveling as well as watching and playing their favorite sports together.
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- Wealth Management Advisor
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- Wealth Management Advisor
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- Director of Employee Benefits
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- Wealth Management Advisor
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- Wealth Management Advisor
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- Disability Income Specialist Brokerage Manager Financial Advisor
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- Wealth Management Advisor
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- Wealth Management Advisor
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- Registered Representative
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- Director of Business Development
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- Registered Representative
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- Wealth Management Advisor
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- Registered Representative
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- VP, Wealth Management - Platform, Recruiting & Transition
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- Investment Advisor
- Representative
Job Titles:
- Chief Executive Officer
- Member of the Leadership Team
Nash understands what it takes to be committed and to succeed. The Bosnian civil war - and basketball - helped set the stage for the thriving life and financial career of WestPac Wealth Partners' CEO. At 13 years of age, Subotic fled Bosnia with his family to escape the violence devastating their country.
As a teenager, Nash learned he had a passion and a great talent for basketball. His strong skills opened the door to an athletic scholarship from Hawaii Pacific University. Today, he takes great pride in the fact that he earned his bachelor's degree and his MBA within five years, all while learning a new language.
During his senior year in College, Nash knew he wanted to create his own business and become the master of his own financial destiny. He chose financial services because he felt he could have a huge impact on other people's lives. His time as a collegiate athlete prepared him to take calculated risks and become an entrepreneur.
After nearly five years with a prominent financial firm, where he began his career, Nash founded what would become WestPac Wealth Partners in September 2007. Despite the financial crisis unfolding on Wall Street, he felt it was a great opportunity to start his own wealth management company and acquire clients that were unhappy with the performance of their previous advisors.
Jeff has always been passionate about growing an organization within the financial services industry and developing associates to deliver financial confidence to their clients through a philosophy of care. His passion for growth has been demonstrated since he began his career in 1985, when he started as a college intern with Northwestern Mutual and was later appointed and served as Northwestern's General Agent for Oregon until 2009.
With his vision to build a truly entrepreneurial organization within the industry, he recognized the opportunity to create such a firm and, in October 2009, Jeff founded Broad River, a General Agency of the Guardian Life Insurance Company of America®, serving Oregon, Southwest Washington, and Idaho.
In February 2017, Broad River merged with WestPac Wealth Partners when Jeff and CEO Nash Subotic joined forces with a combined mission to be one of the best financial services firm to represent the Pacific Northwest.
Jeff, a native Oregonian, was born and raised in Medford, Oregon and graduated from Southern Oregon State College (now University of Southern Oregon). A magnet for personal and professional development, Jeff has also attained industry designations and participated in various executive development opportunities to hone his skills. His dedication to supporting his local community has led him to be involved and to serve on the boards of local organizations. In Jeff's free time, he enjoys fishing, travelling, and most importantly, spending time with his wife, Rebecca, their Golden Retrievers, and family.
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- Wealth Management Advisor
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- Chief Operations Officer ( COO ) & Agency Control Officer ( ACO )
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- Financial Advisor Investment Specialist
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- Wealth Management Advisor
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- Vice President of Leadership Development & Recruiting
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- Wealth Management Advisor
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- Vice President of Marketing and Development
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- Director of Business Development
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- Managing Director / Wealth Management Advisor
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- Managing Director & Wealth Management Advisor
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- Chief Business Development Officer
- Member of the Leadership Team
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- Wealth Management Advisor
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- Wealth Management Advisor
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- Executive Vice President of Agency Distribution and Growth