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Dedicated to building long lasting relationships leveraging world-wide expertise and state-of-the art industry tools.
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Founder | Managing Partner | Registered Principal, American Portfolios Financial Services
Jaime Westenbarger has over 12 years of objective, honest and independent financial services experience. His expertise in sorting through complex financial details and integrating them with your personal goals, makes him a trusted advisor for all your financial decisions. His personable approach will give you peace of mind that you “won’t run out of money,” during your retirement years.
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Partner | Financial Advisor
Shannon Simon has over 21 years of retail leadership experience with a $60 billion dollar company. Through his last 16 years in a district leadership position he gained expertise in organizing and planning resources, managing major crisis events and analyzing business trends. Shannon will work closely with you to achieve your financial goals by identifying your current financial picture and future goals. He will analyze your risk tolerance and create a strategy to suit your needs.
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