It is with great pleasure we welcome Joe Hart to our team of advisors. Joe will advise clients on financial, investing, and tax issues and be responsible for managing our investment accounting and reporting system. Joe is registered with the SEC as an investment advisor representative and licensed as a certified public accountant with the State of Iowa. He graduated from the University of Iowa in 2009 with a Bachelor of Business Administration degree in Finance and Accountin
We are excited to announce Brian Hart is joining the West Financial Advisors team. Brian is a certified public accountant and registered with the SEC as an investment advisor representative. Brian graduated from St Ambrose College and earned an MBA from Drake University.
Before joining West Financial Advisors, Brian owned Hart Financial, LLC providing financial planning and investment advisory services for high-net-worth individuals since 2000. Real estate investment a