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Company Info for westpacwealthpartners.com | Icebreaker
westpacwealthpartners.com
6 members
Contact info
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westpacwealthpartners.com
Members
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Austin Guenthner
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3rd+
I have a passion for working with successful individuals in the entertainment industry around a variety of complex financial situations (Investments, Tax Strategies, Cash Flow, Insurances, etc.). Digital Creators, Artists, Actors & Actresses, and Athletes highlight the focus of my practice, but am happy to speak to anyone, in any field. The focus of WestPac Wealth Partners centers on our clients’ vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, WestPac Wealth Partners envisions and help enhance our clients’ goals by designing a customized strategy and creating a life map to help them achieve and protect their wealth. /COMPLIANCE:2025-1407/
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Stacy Beach
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3rd+
Business Consultant | Technology Solutions | Strategic Partnerships #ExecutiveConnections #WomenInTechnology
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River Addison
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3rd+
I'm from Colorado, an older brother to two amazing little sisters, and a former college football player. From my experiences, I learned that teamwork and dedication are crucial to achieving success. Now, as a financial professional, I'm passionate about making financial literacy the norm. It's my mission to break down misconceptions and make financial conversations less intimidating. I believe that everyone deserves access to the knowledge and tools necessary to build a stable financial future. Let's work together to bridge the wealth gap and create a more equitable society for all. /COMPLIANCE:2025-2092/
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Braden Lee
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3rd+
Business Development @ MShift.AI - Custom AI Agents that help businesses automate and scale
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Jack Henry
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3rd+
Shareholder
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Maria Keith, CAMS, CAMS-RM
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3rd+
A leader in regulatory compliance with extensive knowledge of FINRA and SEC regulations. My experience includes: Policy, procedures, and controls development. Compliance Management and testing. Employee and branch supervision and training. Internal and regulatory audit facilitation. AML program management. Financial crime investigations and fraud prevention. I am committed to continuous education, which enhances my professional development and benefits the teams and organizations I work with. My qualifications include: MBA in Finance FINRA Licenses: 4, 7, 24, 51, 53, 63, 66 ACAMS Certifications: - Certified Anti-Money Laundering Specialist (CAMS) - Advanced Certified Anti-Money Laundering Specialist - Risk Management (CAMS-RM) Alongside my professional experience and formal education, I have developed a diverse skill set, including problem-solving, strategic thinking, strong business acumen, efficiency, and resourcefulness, which enables me to thrive in fast-paced and complex business and regulatory environments.
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