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 18 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 focuses on long-term investment strategies with broad diversification and employs a combination of charting, fundamental and technical analysis, and third-party research to inform its recommendations.

Austin Harris is a financial advisor at West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 65 designation with one year of industry experience. Prior to joining West Financial Advisors, he held positions at Sonora Quest Laboratories, Hach Chemical Company, Heska Corporation, and Clinical Pathology Laboratories. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, focusing on long-term investment strategies with broad diversification. The firm offers discretionary and non-discretionary portfolio management, financial planning, and tax preparation, supported by regular client communication and educational initiatives.

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 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 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 West is a CFP® and holds a Series 65 license, with 20 years of experience in financial advising. She has been with West Financial Advisors, L.L.C. since 2006, working as part of a seven-advisor team based in Des Moines, IA. West Financial Advisors serves high-net-worth individuals and company-sponsored retirement plans, primarily managing portfolios of $1 million or more. The firm emphasizes long-term investment strategies and broad diversification, offering discretionary and non-discretionary portfolio management, financial planning, and tax preparation through separate engagements.

Amy Deever is a financial advisor with West Financial Advisors, L.L.C. in Des Moines, IA, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Morgan Stanley, Wright Service Corp, Eide Bailly LLP, and Mid-America Sales Group. 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 investment strategies with broad diversification, providing discretionary and non-discretionary portfolio management, financial planning, and tax preparation under separate agreements.