WESTPARK WEALTH Advisors, Inc.

Dean Harvey is a CFP® with 28 years of industry experience and is affiliated with Westpark Wealth Advisors, Inc. He has worked at Westpark Wealth Advisors since 2001 and also has experience with Calton & Associates, Inc. He serves as a trustee on the board of the Lydia Patterson Institute, a private Methodist school. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a range of strategies including long- and short-term purchases, trading, option writing, and third-party money manager arrangements, often managing client assets on a non-discretionary basis.

Kiran Patel is a financial advisor with Westpark Wealth Advisors, Inc. in Arlington, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Cetera Advisors LLC, and Chase Investment Services Corp. Outside of his advisory work, Patel is involved in Medicare health insurance sales. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and works closely with clients to define objectives and risk tolerance, often managing assets on a non-discretionary basis requiring client approval for trades.

Craig Sims Jr. is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 65 designation and seven years of industry experience. He is also the owner of Sims & Co., a CPA firm he established in 1995. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm uses a variety of strategies, including long- and short-term trading, option writing, and third-party manager arrangements, with a tailored approach based on clients’ objectives and risk tolerance.

Joshua Kirby is a CFP® professional with 11 years of industry experience, currently serving at Westpark Wealth Advisors, Inc. in Houston, TX. He has worked at Calton & Associates, Inc. since 2017 and Westpark Wealth Advisors since 2016. Outside of his advisory roles, Kirby is a partner at Benaiah LLC, a business focused on developing and selling products on Amazon, and he leads Bible studies at Camp Blessing, a Christian summer camp for children with special needs. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of strategies including long- and short-term purchases, trading, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis where clients approve trades.

Ronald Bucchi is a CFP®-certified financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, bringing 38 years of industry experience. He previously worked at IMS Securities, Inc. and Calton & Associates, Inc. Bucchi owns a financial services business focused on traditional fixed life insurance and annuity sales, and he serves on the Pacific Life Advisory Council, providing feedback on variable annuity operations. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs various strategies, including long- and short-term purchases, trading, and the use of third-party managers, often managing assets on a non-discretionary basis that requires client trade approval.

Stacey Rognon is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding a Series 66 designation and 26 years of industry experience. She has been with Westpark Wealth Advisors since 2002 and previously worked at IMS Securities, Inc. and Morgan Stanley DW Inc. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers a range of investment strategies and focuses on aligning recommendations with clients’ objectives and risk tolerance.

Barbara Derusha is a financial advisor at Westpark Wealth Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Westpark Wealth Advisors since 2018, in addition to roles at Calton & Associates, Inc. and Pension Planners of Central Texas. Outside of her advisory roles, she is a partner in Compass Retirement Planning. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm employs a range of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Michael Petter is an Investment Advisor Representative with WESTPARK WEALTH Advisors, Inc. based in San Antonio, TX. He holds the ChFC® designation along with Series 63 and 65 licenses and has 25 years of industry experience. His prior work includes roles at Calton & Associates and IMS Financial Advisors, and he also manages a 600-acre ranch in addition to operating a financial planning practice. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, and business entities. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, offering portfolio management through wrap-fee programs, third-party managers, and standalone financial planning.

Brent Simmons is a financial advisor with WESTPARK WEALTH Advisors, Inc. in Houston, TX, holding Series 63 and Series 66 credentials with 39 years of industry experience. He has worked with several firms including Calton & Associates, Inc., IMS Securities, Inc., Institutional Capital Management, Inc., and Stanford Group Company. In addition to his advisory role, he provides term life insurance quotes. Westpark Wealth Advisors offers investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including portfolio management, option writing, and third-party manager arrangements, often managing assets on a non-discretionary basis with client approval of trades.

Andrea Freedman is a CFP® professional with over 31 years of experience in the financial services industry. She has been with Westpark Wealth Advisors, Inc. since 2009 and previously worked at Merrill, Stanford Group Company, IMS Securities, Inc., and Calton & Associates, Inc. Freedman serves as a co-academic director and instructor for the CFP® Graduate Certificate Program at the Susanne Glasscock School of Continuing Studies. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm offers various portfolio management strategies and financial planning options tailored to clients' objectives and risk tolerance, with many client assets managed on a non-discretionary basis.

Magdalena Santos is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at Westpark Wealth Advisors since 2008 and previously at IMS Securities, Inc. and Calton & Associates, Inc. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm uses a variety of investment strategies and often manages client assets on a non-discretionary basis, requiring client approval for trades.

Danny Armstrong is a financial advisor with Westpark Wealth Advisors, Inc. in Houston, TX, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with Westpark Wealth Advisors since 2002 and previously with Calton & Associates from 2017. Outside of his advisory work, Armstrong is involved in rodeo announcing and sports broadcasting for a local radio station. Westpark Wealth Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities with investment advisory and financial planning services. The firm employs a variety of strategies including long- and short-term investments, option writing, and third-party money manager arrangements, often managing assets on a non-discretionary basis that requires client approval of trades.

Fredrick Jackson is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 26 years of industry experience. He has been with Westpark since 2019 and previously worked at Calton & Associates, Inc. and IMS Securities, Inc. Fredrick is also an employee tax preparer at H&R Block. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and emphasizes client involvement in trade decisions, managing a significant portion of assets on a non-discretionary basis.

Christopher Gammon is a CFP® professional with over 32 years of industry experience. He has worked at Westpark Wealth Advisors, Inc. since 2000 and at Calton & Associates, Inc. since 2017. Gammon is the CEO of Westpark Wealth Advisors and is involved in preparing the company’s financials. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of strategies including long-term and short-term purchases, option writing, and works with third-party money managers, often managing client assets on a non-discretionary basis.

Nathan Irby is a financial advisor at Westpark Wealth Advisors, Inc. in Baton Rouge, LA, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Westpark in 2019, he worked at Bank of America, Merrill, Robert Half International, and Trenegy Inc. He serves on nonprofit boards including the Louisiana Conference of the United Methodist Church Board of Pensions and Health Benefits and supports financial planning for University United Methodist Church. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and offers portfolio management through wrap-fee programs and third-party managers, often involving non-discretionary client approval of trades.