Welcome, Ally!

Last week on our Blog we announced a new Lead Advisor, Jeanna, who joined the team. This week we have another introduction, Ally West, who will be working with us over the summer as an intern! Ally will engage in the day-to-day activities by providing support for lead advisors during the client planning and analysis phase, as well as assist in the creation and implementation of new marketing strategies. Currently, Ally is analyzing data from a client location survey which will help us ensure that location and accessibility are meeting the needs of our clients. Ally will return to the University of Iowa in the fall as an Honors student, continuing her pursuit of a Finance degree and minor in

Welcome to the Team, Jeanna!

The team at West Financial Advisors is happy to announce that Jeanna Nation has joined us as a Lead Advisor. Jeanna is a CERTIFIED FINANCIAL PLANNER™ who will create comprehensive financial plans for clients specializing in home purchases, college and retirement savings, and debt repayment. She will also lead the firm’s client communications, and marketing efforts. Jeanna comes to us from Iowa State University where she held a faculty position teaching in the Financial Counseling and Planning program. Additionally, she was instrumental in growing, developing, and providing comprehensive financial planning services for the Financial Counseling Clinic at ISU. Jeanna has a passion for lifelong

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