Westmark Wealth Management

Anthony Parra is a financial advisor at Westmark Wealth Management in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Westmark Wealth Management since 2013 and previously worked at Next Financial Group Inc and Securian Financial Services, Inc. In addition to his advisory role, Parra is licensed as an insurance producer and sells various insurance products. Westmark Wealth Management serves individual and high-net-worth clients as well as institutional entities, focusing on fee-based investment advisory services with an emphasis on selecting and overseeing third-party managers. The firm primarily manages non-discretionary assets and integrates insurance services as part of its client offerings.

Alexander Kienle is a CFP® professional with 23 years of experience, currently serving at Westmark Wealth Management since 2013. He has held roles at several firms including Next Financial Group Inc and Securian Financial Services, and is a managing member of AMK Financial, LLC. Outside of advising, Kienle serves as an executive board member and 2025 president of Executive Council Charities, a nonprofit organization. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension plan sponsors, trusts, and charitable organizations. The firm focuses on recommending and overseeing third-party managers, emphasizing long-term security holdings and non-discretionary investment consulting tailored to client objectives.

Jeremyi Sanchez is a CFP® professional with 18 years of experience in the financial industry, currently serving at Westmark Wealth Management since 2013. He also contributed to NEXT Financial Group for 12 years. Outside of his advisory work, he manages and contributes to The People's Finance Channel, a YouTube channel that posts educational videos. Westmark Wealth Management serves individual and high-net-worth clients, as well as pension and profit-sharing plan sponsors, trusts, estates, charitable organizations, and business entities. The firm focuses on recommending and overseeing third-party managers with an emphasis on long-term security holdings, providing fee-based advisory services and non-discretionary investment consulting tailored to client objectives.

David Feiler is a Series 66 licensed financial advisor with over 22 years of experience, currently serving at Westmark Wealth Management since 2013. His prior experience includes roles at Next Financial Group Inc, Securian Financial Services, and Marathon Advisors. He also serves as chairman of the board for Executive Council Charities, a nonprofit organization. Westmark Wealth Management provides fee-based investment advisory services primarily through recommending and overseeing third-party managers for individuals, high-net-worth clients, and various institutional clients. The firm emphasizes long-term security holdings and maintains a majority of its assets as non-discretionary, focusing on customized client strategies and monitoring third-party manager performance.