
The West Mealey Team
About Us
Our mission is to empower our clients to achieve their financial goals with confidence and peace of mind. Grounded in the principles of accountability, integrity, and respect, we are committed to delivering impeccable work and highly competent financial guidance.
We hold ourselves to the highest standards of integrity, ensuring that every decision and action is guided by honesty and transparency. Trust is the cornerstone of our relationships, and we believe in honoring our word with unwavering dedication.
Through thorough communication and professional expertise, we strive to cultivate trusting partnerships with our clients. We understand that each individual has unique financial aspirations and challenges, and we tailor our solutions with meticulous attention to detail.
Driven by our passion for excellence, we aim not only to meet but to exceed the expectations of our clients. By providing personalized service and fostering open dialogue, we aspire to transform our clients into raving fans who confidently entrust us with their financial futures.
We are more than financial advisors—we are stewards of your prosperity, dedicated to guiding you towards a future of financial abundance and security.
Team Members

Amy Leindecker
Operations Manager

Abby Bira
Client Service Manager

Joy Orr
Client Service Manager

Ashley Williams
Client Service Manager
A Wealth of Information
DIVE INTO THE LATEST INSIGHTS FROM OUR EXPERT TEAM.
-
Monthly Recap – February 2025
MONTHLY OBSERVATIONS Diversification Mitigates Tough Month for US Equities A reversal in the momentum trade sent US stocks mostly lower…
-
The Trump 2.0 Trade: Over Before it Started?
Chris Kamykowski, CFA, CFP® – Head of Investment Strategy and ResearchTim Side, CFA – Investment Strategist The exuberant sentiment from…
-
How to ensure your retirement is as successful as your career
Translating complex executive compensation into your dream retirement In the fast-paced world of corporate leadership, planning for retirement can often…