Westlake Wealth Management Management Team
Contact top employees from
Westlake Wealth Management
Summary
Westlake Wealth Management brings comprehensive financial services to residents of Roanoke, Texas and surrounding communities. Specializing in comprehensive portfolio management, financial planning, ...Show more
Industries
Financial Services
Headquarters Location
Employees Size
1-10 employees
Founded
2018
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Westlake Wealth Management shows a diverse range of experience levels:
40% for 3–4 years60% for 5–7 yearsContact top employees from
Westlake Wealth Management
Erica Poff
Office Manager
JR Matthews
Managing Partner / CEO
Michael Fessler
Managing Partner
Sue McCurdy
Bookkeeper
Chris Gemmill, CFP®
Financial Advisor
David Gomersall
Managing Member
