Mr. West joined Moneta Group in January 1992 as a principal of the firm.
Prior to joining Moneta Group, he was a manager with Price Waterhouse in their Personal Financial Services Division.
Throughout his eight years at Price Waterhouse, he provided senior executives and other high net worth individuals and institutions with comprehensive financial planning services.
His range of expertise covers areas such as investments, retirement, stock options, estate planning, and tax analysis and compliance.
Based on his expertise in his field, Mr. West is a sought-after resource in the community.
He has been a speaker/instructor at seminars and professional workshops covering retirement, investment, stock options and estate planning, as well as various corporate benefit and executive compensation issues.
He has authored and reviewed articles on these topics for various national and local publications and client newsletters.
Mr. West earned his Bachelor of Business Administration degree from University of Dayton.
He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional and a Personal Financial Specialist.
Mr. West is a member of American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Ohio Society of Certified Public Accountants and the Financial Planning Association.
In addition to serving clients as a Family CFO, Mr. West is a member of the following boards and committees: Moneta Group Advisory Board, Argent Capital Management Advisory Board and Tax Strategies Board of Directors.
