2020 West Financial Advisors 
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October 12, 2018

It is with great pleasure we welcome Abby Belvin back to our team.  Abby will work directly with clients creating comprehensive plans and servicing client accounts.

Abby is a CERTIFIED FINANCIAL PLANNER (TM) practitioner and is registered with t...

August 15, 2018

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 in...

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 Universit...

West Financial Advisors is excited to announce our future home – 111 East Grand Avenue in the Des Moines East Village.  Follow this link to see more about our future office space, which will be the first commercial building in Iowa made of mass timber constru...

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...

Thank you to all who stopped by the open house Saturday to meet our new team members!

July 7, 2017

The State of Iowa offers the generous IPERS benefit to its employees.  Want to learn more?  Here is a quick recap.

Contributions:  Currently, those who are regular members of IPERS pay 5.95% of covered wages into the IPERS system, and the employer matches with 8.93...

June 6, 2017

As we start the month of June, wedding season is upon us. June tends to be a wedding haven due to its mild weather, yes mild, and long days. If you or someone you know will be getting married soon, keep these 5 tips in mind when navigating finances as a couple:

  1. Comm...

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