Founder | Managing Partner | Registered Principal, Invest

Jaime Westenbarger has over 10 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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Client Concierge | Registered Sales Assistant, Invest

Laurie Reynolds started at Forest Hills Financial in 2009 bringing with her over 23 years experience in the investment field, with the past 11 years as a Registered Associate.  Laurie has extensive administrative and client service knowledge in all aspects of the industry and is excited to bring all of her skills to Forest Hills Financial.