Advisors at this firm
Brian W
Series 65
Des Moines, IA
West Financial Advisors, L.L.C.
Brian West is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with 17 years of industry experience. He has been with West Financial Advisors since 2008. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term, diversified investment strategies supported by fundamental and technical analysis, and offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation services.
Austin H
Series 65
Des Moines, IA
West Financial Advisors, L.L.C.
Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation. He has prior work experience in various roles at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, Clinical Pathology Laboratories, and the University of Iowa, spanning from 2016 to 2025. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm provides discretionary and non-discretionary portfolio management, financial planning, and tax preparation, and offers educational seminars and newsletters to clients.
Emilee D
CFP®
Des Moines, IA
West Financial Advisors, L.L.C.
Emilee Derifield is a CFP® professional with seven years of experience in financial advisory roles, currently with West Financial Advisors, L.L.C. in Des Moines, IA. Her prior roles include positions at Gilbert & Cook, Inc., Vision Financial Group, and AO Wealth Advisory. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios typically valued at $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering portfolio management, financial planning, and tax preparation services.
Jeanna N
CFP®, Series 65
Des Moines, IA
West Financial Advisors, L.L.C.
Jeanna Nation is a CFP® with eight years of industry experience, currently serving as an advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, where she has worked since 2017. Prior to this, she was affiliated with Iowa State University for eight years. She is also a partner in Rare Breed Kettlebell, a fitness business she co-founded with her spouse. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies and broad diversification. The firm offers portfolio management, financial planning, and tax preparation services, supported by a team holding multiple professional credentials.
Abby B
CFP®, Series 63
Des Moines, IA
West Financial Advisors, L.L.C.
Abby Belvin is a CFP®-certified financial advisor with eight years of industry experience, currently practicing at West Financial Advisors, L.L.C. in Des Moines, IA. Her prior experience includes roles at Vision Financial Group and Voya Financial Advisors. Outside of her advisory role, she is involved as a sales associate at the Heart of Iowa Marketplace, where she creates gift baskets and handles merchandise stocking. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on portfolios generally valued at $1 million or more. The firm employs a long-term, diversified investment approach supported by various analytical methods and offers a range of services including portfolio management, financial planning, and tax preparation.
Laura W
CFP®, Series 65
Des Moines, IA
West Financial Advisors, L.L.C.
Laura West is a CFP® and holds a Series 65 license with 19 years of industry experience. She has been with West Financial Advisors, L.L.C. since 2006. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term strategies and broad diversification, using fundamental and technical analysis along with third-party research, and offers a range of services including portfolio management, financial planning, and tax preparation.
Amy D
Series 66
Des Moines, IA
West Financial Advisors, L.L.C.
Amy Deever is a Series 66-licensed financial advisor at West Financial Advisors, L.L.C. in Des Moines, Iowa, with three years of industry experience. Her prior roles include positions at Morgan Stanley and Eide Bailly LLP. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, typically managing portfolios of $1 million or more. The firm emphasizes long-term, diversified investment strategies supported by multiple analytical approaches and offers a range of services including portfolio management, financial planning, and tax preparation.