Relationships are at the core of everything we do - WestHill Financial Advisor
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Some of life's best moments are the result of some of life's best decisions.

ourSTORY

Though our work with clients has evolved over time, the heart we bring in all we do has never changed.

WestHill was founded in 1989 as Taddei Ludwig and Associates. Rooted in small town values, our quest is to deliver a client wealth management experience superior to that of a large institution. Since our inception, client loyalty has fueled WestHill’s organic growth. In 2021, we changed our name to WestHill Financial Advisors® to better describe our visionary approach to client planning and advice and the collaborative team approach we bring to every client relationship. .

Learn more about our name change

ourVALUES

WestHill Financial Advisors values have guided us from the start. They define who we are.

The WestHill Financial Advisors core values of caring, integrity, teamwork, and leadership have served as our bedrock from day one. Our values drive our thinking in all we do and have helped us attract like-minded clients and employees for more than three decades.

Our community service reflects who we are, both as a firm and individually. Each year, WestHill provides financial and hands-on support to a number of Bay Area nonprofit organizations, including:

YMCA SF-Marin Food Bank Homeward Bound of Marin She Can Wednesday's Gift Wednesday's Gift

ourTEAM

We believe that our people and our approach to teamwork is what makes us unique.
Our principals, financial advisors, and administrative service team all combine a passion for service and keen professional expertise. WestHill’s advisors have more than 200 aggregate years of financial services experience. The average employee tenure with WestHill Financial Advisors is 14 years. The combination of heart and intellect our team brings to every client relationship is rare in our profession.
Matt Taddei

Matt Taddei

ChFC®, CFP®, PhD
PRESIDENT AND
CHIEF EXECUTIVE OFFICER

Kirk Ludwig

Kirk Ludwig

ChFC®, CFP®
FINANCIAL ADVISOR,
CHIEF INVESTMENT OFFICER

Diane McCracken

Diane McCracken

C(K)P®, AIF®, CPFA®️
CHIEF COMPLIANCE OFFICER,
CHIEF OPERATIONS OFFICER

Meghan Hyland

Meghan Hyland

CFP®
FINANCIAL ADVISOR,
DIRECTOR of FINANCIAL PLANNING

Nico Safrit

Nico Safrit

CFP® FINANCIAL ADVISOR

John Hammond

John Hammond

CLU®, ChFC®
FINANCIAL ADVISOR

Jack Nixon

Jack Nixon

ChFC®, CLU®
FINANCIAL ADVISOR Emeritus

John Ott

John Ott

CLIENT SERVICE
ASSOCIATE

Kaila Sanfelder

Kaila Sanfelder

CLIENT SERVICE
ASSOCIATE

Don Wood

Don Wood

CLIENT SERVICE
ASSOCIATE

Yanina Moroz

Yanina Moroz

EXECUTIVE ASSISTANT
PROJECT MANAGER

Rosalyn Davis

Rosalyn Davis

CLIENT SERVICE ADMINISTRATOR,
OFFICE MANAGER

Elizabeth Lee

Elizabeth Lee

EXECUTIVE ASSISTANT AND
INSURANCE ADMINISTRATOR

Jessica Riner

Jessica Riner

CLIENT SERVICE
ASSOCIATE

Zach Graybill

Zach Graybill

CLIENT SERVICE
ASSOCIATE