Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Our advisors

Our team

Ashley Maughan

Ashley Maughan

Client Service Coordinator

Qualifications

  • Joined PacWest Wealth Partners in 2017
  • Notary

Roles & Responsibilities

  • Specializes in Client Service.
  • Manages Advisor Calander.
  • Coordinates Client and Community Events.
  • Assist Clients in Transfers, Account Updates and General Service Request.
  • Greet Clients upon Arrival and extends Hospitality.
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Kellie Norton

Kellie Norton

Client Service Specialist

Qualifications

  • Joined PacWest Wealth Partners in 2018
  • Notary

Roles & Responsibilities

  • Specializes in Client Service
  • Manages Advisors Calendars
  • Assists Clients with Transfers, Account Updates, and General Service Requests
  • Greet Clients upon Arrival and extends Hospitality
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Corrina Reves

Corrina Reves

Client Service Specialist

Qualifications

  • Joined PacWest Wealth Partners in 2019

Roles & Responsibilities

  • Specializes in Client Service
  • Manages Advisors Calendars
  • Assists Clients with Transfers, Account Updates, and General Service Requests
  • Greet Clients upon Arrival and extends Hospitality
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Karen Squires

Karen Squires

Client Service Specialist

Qualifications

  • Joined PacWest Wealth Partners in 2019

Roles & Responsibilities

  • Specializes in Client Service
  • Manages Advisors Calendars
  • Assist Clients in Transfers, Account Updates and General Service Request
  • Greet Clients upon Arrival and extends Hospitality
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Daniel Rilling

Daniel Rilling

Financial Planning Specialist,

Paraplanner

Qualifications

  • Series 7, Series 66, Life & Health Licensed
  • Joined PacWest Wealth Partners in 2017

Roles & Responsibilities

  • Executes Trades.
  • Financial Planning Activities.
  • Client Service.
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Keith Bierwirth

Keith Bierwirth

Operations Manager,

Business Development Manager

Qualifications

  • Joined PacWest Wealth Partners in 2014

Roles & Responsibilities

  • Business Development Activities including relationships with Attorneys, CPAs and other Financial Professionals.
  • Recruitment of Experienced Advisors.
  • Events.
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Finn Carlson

Finn Carlson

Intern,

Marketing Specialist

Qualifications

  • Joined PacWest Wealth Partners in 2020.

Roles & Responsibilities

  • Manages Firm's Social Media Pages
  • Assists with Marketing and Branding of the Firm.
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