Westshore Wealth

Ryan Brizendine is a CFP® professional at Westshore Wealth in Newport Beach, CA, with 16 years of industry experience. He has been with Westshore Wealth for 10 years. Outside of his advisory role, he is a passive member of a family-owned rental property management business. Westshore Wealth serves individual clients, including high-net-worth individuals, as well as pension plans and charitable organizations, offering portfolio management, financial planning, and retirement plan consulting. The firm employs both traditional and more active investment strategies, including the use of derivatives and options, and customizes portfolios based on client-specific Investment Policy Statements.

Trevor Bryant is a CFP® and CFA® with 16 years of industry experience. He has been with Westshore Wealth since 2016, where he works as part of a seven-advisor team based in Dallas, TX. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and active investment strategies, including derivatives and alternative assets, to tailor portfolios to client-specific goals and risk tolerances.

Lance Jamerson is a CFP® and holds a Series 66 license with 25 years of industry experience. He has been with Westshore Wealth since 2018 and previously worked at Howard Financial Services for five years. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets. The firm provides portfolio management, financial planning, and retirement-plan consulting to individuals, pension plans, and charitable organizations, employing a distinctive investment process that includes the active use of derivatives and leveraged strategies within separately managed accounts.

Ryan Ornellas is a financial advisor at Westshore Wealth in Newport Beach, CA, with 23 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Westshore Wealth in 2016, he worked at TIAA-CREF and Fisher Investments. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting for individual clients, pension and profit-sharing plans, and charitable organizations. The firm employs both traditional and more active investment strategies, including the use of derivatives and private placements, tailored to clients’ specific goals and risk tolerances.

Brian Sigler is a financial advisor at Westshore Wealth with 12 years of industry experience. He holds Series 65 and Series 66 credentials and has previously worked at firms including Morgan Stanley, Barclays Capital Inc., North Capital Private Securities, and Realty Mogul Co. Outside of financial advising, he is the CFO and co-founder of Flighting Golf LLC, a golf apparel company. Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm is noted for employing derivatives and active strategies alongside traditional investment vehicles within separately managed accounts.

Rob Sigler is a financial advisor at Westshore Wealth in Newport Beach, CA, with 28 years of industry experience. He has held positions at UBS Securities and spent a brief period in retirement before joining Westshore Wealth in 2018. Sigler holds the Series 63 designation. Westshore Wealth is a six-advisor team managing approximately $534 million in client assets, serving individuals—including high-net-worth clients—pension plans, and charitable organizations. The firm employs a disciplined investment process that integrates fundamental, modern-portfolio, and quantitative analysis, utilizing model portfolios, discretionary trading authority, and active use of derivatives within separately managed accounts.

Ryan McGuire is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Westshore Wealth since 2016. Based in Newport Beach, CA, he holds Series 63 and Series 66 licenses. Westshore Wealth offers portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a tailored investment approach that includes discretionary management, the use of derivatives and active strategies, and a combination of traditional and alternative investment vehicles.