Our Qualifications

Principals:



Thomas E. Westlake

Financial Advisor

Branch Manager, Tehachapi Office

661-822-8228, 888-262-7319



Education:Bachelor of Science Degree, San Jose State College 1971, Business Administration, Management



Qualifications

Life and Disabilty Licensed CA Lic#0787548

Licenses held:
Series 6, 63, 7, 65, 24, 26

Master of Estate Preservation (MEP)  1 August 2006  



Special interest include studies in Estate Planning, Charitable Gift Planning, Retirement Planning, and Qualified Plan Distributions with emphasis in proper beneficiary designations.







Ronald K. McPherson

Financial Advisor

Branch Manager, Roseville, CA Office

916-797-3422



Education: BS in Business Administration/Accounting, University of California, Berkeley, 1971



Qualifications

Life and Disabilty Licensed CA Lic#0B08499

Licenses held:
Series 6, 63, 7, 65, 24

Enrolled Agent with Internal Revenue Service



Special interest include Estate Planning, Tax Savings Strategies, Pension, Qualified Plan Distributions with emphasis in proper beneficiary designations