Michael Nestman is a CFP® professional with 14 years of experience, currently serving as an advisor at West Ridge Advisors. He has been with West Ridge Advisors since 2015 and is also a partner and shareholder at Udall CPA Group, PLLC, where he is not a practicing accountant. Outside of financial advising, he is involved in several business activities including an insurance agency and a payroll services company. West Ridge Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement-plan sponsors. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, offering globally diversified, tax-efficient portfolios tailored to clients’ objectives and risk tolerance.

Fraser Inouye is a financial advisor with West Ridge Advisors in Henderson, NV, holding a Series 65 designation and nine years of industry experience. He is also the principal of Inouye CPA LLC, an accounting firm he has operated since 2018, and is a shareholder in Mint Payroll, LLC, a payroll services company. Additionally, Inouye holds a longstanding insurance agent license, providing insurance products on a limited basis. West Ridge Advisors serves individuals, including high-net-worth clients, and retirement-plan sponsors with investment advisory and financial planning services. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory and offers tailored financial planning and portfolio management.

Todd Udall is a financial advisor at West Ridge Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Ridge Advisors since 2017. In addition to his advisory role, he has operated Udall CPA Group PLLC, an accounting firm, since 2011. West Ridge Advisors provides investment advisory and financial planning services to individuals and retirement-plan sponsors, managing approximately $268 million in assets. The firm employs a long-term, globally diversified investment approach grounded in Modern Portfolio Theory and offers tailored portfolio management alongside tax and estate planning guidance.

Curtis Udall is a financial advisor at West Ridge Advisors with four years of industry experience. He holds a Series 65 designation and has worked at West Ridge Advisors since 2022. Prior to that, he has been a Tax Manager at Udall CPA Group PLLC since 2017 and worked for PricewaterhouseCoopers in 2016. Outside of his advisory role, he is involved in managing real estate investment companies. West Ridge Advisors serves individual clients, including both non-high-net-worth and high-net-worth households, as well as sponsoring pension and profit-sharing plans. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and offers portfolio management, financial planning, and retirement-plan consulting through a team of advisors.