West Invest

Emily Schultz is a Series 66-licensed financial advisor at West Invest with three years of industry experience. She previously worked at Whatcom County and Anderson Paper & Packaging before joining West Invest and Northwest Wealth Advisors, LLC. Outside of advising, she is a notary public and provides administrative support for Northwest Wealth Advisors. West Invest offers discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods to guide long-term investment decisions and provides clients with tailored financial planning and ongoing account monitoring.

Lamar West is a financial advisor with West Invest, holding Series 63 and Series 65 designations and 38 years of industry experience. He has worked at LPL Financial since 1998 and joined Northwest Wealth Advisors in 2023. Outside of advisory work, Lamar is involved with Amway Global. West Invest provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, typically managing accounts on a discretionary basis and offering tailored financial planning across multiple areas.

Luke Smith is a financial advisor at West Invest with a Series 65 designation and one year of industry experience. Prior to joining West Invest, he worked at Northwest Wealth Advisors, LLC and has experience outside the industry including roles at the Bellingham Golf and Country Club. West Invest provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and business entities. The firm uses fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading approach, and offers tailored financial planning across tax, estate, cash flow, and insurance.

Adam Visser is an advisor at West Invest with a Series 65 license and no prior industry experience. His work history includes roles outside finance such as at Silver Reef Casino and several service and tutoring positions. West Invest provides discretionary portfolio management and financial planning services to individuals, pension plans, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation, offering tailored financial planning and ongoing portfolio monitoring.

La Velle West is a CFP® and ChFC® with 10 years of industry experience. He is currently affiliated with West Invest and previously worked with Northwest Wealth Advisors and LPL Financial. Outside of his advisory roles, he is involved with Mountain View Insurance as a governor, owner, producer, and insurance agent. West Invest is a team-based firm offering discretionary portfolio management and financial planning services to individuals, business entities, and pension/profit-sharing plans. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term investment approach and provides ongoing monitoring and tailored planning across multiple financial areas.

Korinda Bullard is a financial advisor at West Invest with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and Thrivent Financial. Prior to her advisory career, she was involved with Locker Room Fitness for several years. West Invest provides discretionary portfolio management and financial planning for individuals, pension and profit-sharing plans, and business entities. The firm emphasizes documented client objectives and risk tolerance through Investment Policy Statements and employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term trading orientation.

Alice Tweit is a CFP® with six years of industry experience, currently serving as a financial advisor at West Invest in Bellingham, WA. Her prior experience includes roles at Northwest Wealth Advisors, LPL, Bank of America, Merrill, and Northwestern Mutual. She also provides administrative support to Northwest Wealth Advisors LLC. West Invest is a small team firm offering discretionary portfolio management and financial planning to individuals, high-net-worth clients, pension plans, and business entities. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods with a long-term investment approach, producing written Investment Policy Statements and providing ongoing monitoring and tailored financial planning.