Relationships are at the core of everything we do - WestHill Financial Advisor
Hero
Because family is everything

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.
Kirk Ludwig

Kirk Ludwig

ChFC®, CFP®
FINANCIAL ADVISOR,
CHIEF INVESTMENT OFFICER

Meghan Hyland

Meghan Hyland

CFP®
FINANCIAL ADVISOR,
DIRECTOR of FINANCIAL PLANNING

Nico Safrit

Nico Safrit

CFP® FINANCIAL ADVISOR

Matt Taddei

Matt Taddei

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

Diane McCracken

Diane McCracken

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

John Ott

John Ott

CLIENT SERVICE
ASSOCIATE

Don Wood

Don Wood

CLIENT SERVICE
ASSOCIATE

Zach Graybill

Zach Graybill

CLIENT SERVICE
ASSOCIATE

Kaila Sanfelder

Kaila Sanfelder

FINANCIAL PLANNING
ASSOCIATE

Yanina Moroz

Yanina Moroz

EXECUTIVE ASSISTANT
PROJECT MANAGER

Rosalyn Davis

Rosalyn Davis

QUALIFIED PLAN ASSOCIATE
HR COORDINATOR

Elizabeth Lee

Elizabeth Lee

EXECUTIVE ASSISTANT AND
INSURANCE ADMINISTRATOR

John Hammond

John Hammond

CLU®, ChFC®
FINANCIAL ADVISOR

Jack Nixon

Jack Nixon

ChFC®, CLU®
FINANCIAL ADVISOR Emeritus