Our advisors

Our team

Ashley Maughan

Ashley Maughan

Client Service Specialist,

Marketing Specialist

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
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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
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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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Anders Carlson

Anders Carlson

Intern,

Marketing Specialist

Qualifications

  • Joined PacWest Wealth Partners in 2019

Roles & Responsibilities

  • Specializes in Social Media Marketing
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