Meet Our Team

At Westover Capital, our team strives to offer a unique industry experience, insights, and guidance to meet and exceed our client’s top priorities. Our goal is to establish trust-based partnerships by serving our clients the same way we care for our own families.

Our goal is to create sustained, long-term relationships in order to support you through the ever-changing circumstances and inevitable transitions of life.

Westover Capital strives to simplify your financial picture and act as your personal advocate in all wealth matters. Our team collaborates with you and your chosen professionals to create and manage solutions that work for you.

Our greatest satisfaction comes from working with every age and generation to build a legacy that lasts for years to come.

Founder and CEO

Chief Investment Officer

Director - Wealth Management

Director - Tax Services

Associate Director – Wealth Management and Business Development

Client Services Director

Client Services and Tax Administrator

Client and Investment Services Administrator

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Ready to take control of your financial future? Schedule a consultation with our expert financial advisors today through the button below!