July 26, 2017

Daniel joins us from Iowa State University where he graduated with a Bachelor of Science Degree in Business and a minor in German. Most recently, he worked at Atlantic Coca-Cola Bottling Company based in Waukee for two years where amongst other things he created Standa...

May 31, 2017

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 a...

May 24, 2017

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 saving...

January 12, 2017

Abby Belvin was elected to the 2017 Young Professionals Connection (YPC) board of directors to serve as the organization’s Treasurer/Secretary. Abby has been actively involved with YPC for the past two years. 

Young Professionals Connection is an initiative of the Great...

March 2, 2016

Laura West earns Retirement Income Certified Professional® (RICP®) designation from the American College.  Individuals obtaining the RICP® designation take the extra step to demonstrate their professionalism by successfully completing three college level courses with e...

January 26, 2016

Abby Belvin earns master of Family and Consumer Sciences degree specializing in Family Financial Planning from Iowa State University.

Abby completed twelve classes worth thirty-six credit hours as part of the program. The coursework teaches students how to deal with ind...

December 8, 2015

We would like to thank Matt DeLanoit for his help during his internship with West Financial Advisors. Matt has supported lead advisors with client planning and analysis, and assisted with marketing efforts. Matt is currently pursuing a double major in Finance and Econo...

August 11, 2015

The team at West Financial Advisors is happy and proud to announce Brian West passed the Chartered Financial Analyst (CFA) III Exam. The CFA III Exam, administered by the CFA Institute, had a pass rate of only fifty-three percent this year. The CFA is widely considered...

August 3, 2015

The 5th annual YPC of Greater Des Moines Mentors & Mulligans golf outing was held at Waveland Golf Course. The event teams up young professionals with Des Moines area leaders for a round of golf and the opportunity to connect in a laid back environment.  West Financial...

May 15, 2015

West Financial Advisors welcomes Matt DeLanoit to our team. Matt is our firm’s intern and supports lead advisors with client planning and analysis, plus assists with marketing efforts.  Matt is currently pursuing a bachelor’s degree in Finance and Management Informatio...

Please reload

Recent Posts

April 7, 2020