Diane Mccracken is a financial advisor at Westhill Financial Advisors, Inc. in San Rafael, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Westhill Financial Advisors since 2010. Outside of her advisory role, she volunteers on the board of Wednesday’s Gift, a nonprofit that assists individuals in need of food, clothing, housing, and other essential necessities. Westhill Financial Advisors serves individuals, trusts, estates, businesses, nonprofits, and retirement plans with personalized financial planning, investment management, and pension consulting. The firm employs a core-and-satellite investment approach tailored to client-specific risk tolerance, time horizon, tax considerations, and liquidity needs.

Matthew Taddei is a CFP® and ChFC® with 42 years of experience in the financial industry. He has been with Westhill Financial Advisors, Inc. since 2010. Outside of his advisory role, he serves as President and CEO of an independent insurance agency and is a non-paid advisory council member of Heritage Bank of Commerce. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting for individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation approach combining passive index and ETF holdings with selective active managers, tailoring portfolios to clients’ specific needs and risk profiles.

Samantha Keeler is a CFP® with five years of industry experience, currently serving as an advisor at Westhill Financial Advisors, Inc. She previously worked at Bank of America, Merrill Lynch, and Wells Fargo. Outside of her advisory role, she is involved in fixed insurance and fixed annuity sales as an insurance agent. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to a range of clients including high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a core-and-satellite asset allocation approach and supports employers with ERISA fiduciary services, participant education, and held-away retirement account management.

Kirk Ludwig is a CFP® and ChFC® with 40 years of experience in financial advising. He has been with Westhill Financial Advisors, Inc. since 2010. He serves as a board member and treasurer of the 55 Corte Real Homeowners Association in a non-paid capacity. Westhill Financial Advisors provides personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a strategic asset allocation process combining passive index and ETF holdings with active managers, tailoring portfolios to client-specific factors such as risk tolerance and tax considerations.

Meghan Hyland is a financial advisor at Westhill Financial Advisors, Inc. with 10 years of industry experience. She holds a Series 65 designation and has been with Westhill Financial Advisors since 2015. The firm provides personalized financial planning, investment management, and pension consulting to a diverse client base, including high-net-worth individuals, trusts, estates, businesses, non-profits, and retirement plans. Westhill employs a strategic asset allocation process using a core-and-satellite approach and offers services on both discretionary and stand-alone bases.

Nicholas Safrit is a CFP® with 21 years of industry experience, currently serving at Westhill Financial Advisors, Inc. since 2020. Prior to joining Westhill, he worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. WestHill Financial Advisors offers personalized financial planning, investment management, and pension consulting to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm employs a strategic asset allocation process using a core-and-satellite approach and provides tailored portfolios based on clients’ risk tolerance, time horizon, tax considerations, and liquidity needs.