How we work

and Our Core Values

Our Process as We Work Together

Listen

Talking about money can be tough. We meet you where you are, work hard to earn your trust, and listen closely to understand your unique goals.

Visualize

We break through the financial jargon and complex terms to help you visualize your complete financial picture and where you want to go.

Educate

We build your financial confidence by exploring best-fit options to optimize, protect, and grow your financial assets.

Plan

Ultimately, we deliver a holistic, personalized financial plan specific to you—empowering you to confidently achieve your financial goals.

Diagram displaying our process as we get to know you and create an optimized plan for your financial success

Our Core Values guide us daily, in every direction.

At Westface Financial, we set the highest standards for business ethics and personal integrity. Our reputation is our most prized asset.

Professional Integrity

Approachability and honesty are the foundation of our business. We maintain high ethical standards that inspire positive values and moral conduct in everything we do.

Our Philosophy

We believe there is more opportunity to serve our clients by helping them avoid the losses than by picking the winners.

Client Satisfaction

Complete client satisfaction is the key performance indicator that is crucial to our success. We are focused on taking care of our client's best interest and ensure that we are delivering an effective level of service and innovative solutions that bring value to our client.

Professionalism

We take pride in our meticulous adherence to courtesy, honesty, and responsibility in working with our clients and associates.

Community Involvement

We invest in our community because we understand the symbiotic relationship between its success and ours.