Who We Are
West Invest was founded in 2000 by Marty West and started as a solo financial advisory firm. When his son Blair joined the company in 2016, things started to grow quickly. We are now a team of 10, with three financial planners, two paraplanners, and five support staff, all working hard every day to help clients reach for their goals. Whether you've been a client for years or are just getting to know us, we'd love to introduce you to the people who make up our team!
The Financial Planners
Marty West has been a financial planner for over 35 years. His experience in the industry lends itself well to coaching clients through any market condition. He knows the numbers and strategies to keep your financial plan in tact despite whatever is going on in the news, especially as it relates to retirement planning and investment management. Plus, if you know Marty, you know you're also in for a good laugh whenever you meet with him.
Blair has been a financial planner for nearly a decade, and he brings a comprehensive approach to financial planning. He'll meet you wherever you are on your financial journey, and take you through cashflow review, tax analysis, estate planning, and more to make sure you have a clear view of your finances and the steps you might take to work toward your goals. He's also dedicated to helping our team grow, always looking for ways to improve office efficiency and help team members meet their professional goals.
Korinda just joined our firm in spring 2026, but brings over four years of financial planning experience to the table. Her approach focuses on preparing clients for the unexpected and her goal is to help clients feel confident that their financial goals won't be derailed when life takes inevitable twists and turns. Working with Korinda is like working with a close friend, she's comforting and friendly.
The Paraplanners
Then we have our paraplanners: Luke Smith and Adam Visser. The paraplanners join the financial planners in client meetings, prepare paperwork for those meetings, and support the financial planners with follow up tasks that come from those meetings. They are licensed to be financial planners themselves some day, and they're gaining valuable experience as they work toward that goal. They are office roommates here at West Invest, and they might have too much fun working together.
Luke recognized at an early as that he was lucky to have learned about finance growing up, and that drives him to provide financial education and services to our clients. He has an efficient process for every back-office task, and balances that with genuine care to connect with clients.
Adam has a serious interest in investing and personal finance, and brings that focus to his work along with a strong desire to help people. Adam takes his work seriously, but his personality is calm, cool, and funny.
The Support Staff
Our support staff plays just as important of a role as the planners! With various responsibilities, some more client-facing than others, here is a look behind the curtain as to how we create the West Invest client experience.
Sarah Fisken and Lindsay Hall are our Client Service Associates. They are first in line to answer your phone calls, schedule your appointments, and greet you at the front desk when you visit. They support operational tasks like account opening and processing account maintenance paperwork like beneficiary updates, account distributions and contributions, and more! Sarah has 10 years of customer service experience and we guarantee that when you talk with her you'll know that she really cares about you. Lindsay (our newest team member!) brings great attention to detail to processes and you'll find that she asks amazing questions!
Emily Schultz is our Operations and Compliance Specialist and she makes sure that everything we do is compliant with federal and state laws that regulate the financial industry. She also has been working at West Invest longer than everybody (except for Marty and Blair) and can answer any question our staff needs help with about client services.
Alice Tweit is our Lead Paraplanner, she handles all of our actual investment portfolios, account rebalancing, and trade requests. She loves numbers and an Excel spreadsheet, and is incredibly dedicated to precise processes that keep your investments in alignment with you and your financial planner's gameplan.
Last but not least, Emily Beszhak is our Client Communications Specialist and she keeps you and the West Invest team connected and on the same page. She makes educational content for clients about financial topics and about the basics of working with our team, manages our website, and creates client handouts and email communications.
