Missy (Mary Ann) Westbrook

Consultant

Walnut Creek, California

Missy enjoys being involved in wealth management because it serves as a great vehicle to help people — often women who are intimidated by financial jargon and the market at large.
Missy has a strong appreciation for the challenges of business-owing clients. She is the co-founder, with responsibility for staffing and HR, of a family-owned, high-end specialty masonry contracting company with a 30-year history of servicing private estates and public spaces. She also has decades of experience working with an entrepreneur who is a C-level executive staffing specialist.
Outside of work, Missy and her husband Ed are extensively involved in volunteer work, including the finance committee and trail crew, for Friends of China Camp. This non-profit organization has since been responsible since 2012 for keeping China Camp State Park in Marin County open in the face of closure. Missy and Ed also enjoy any time they can spend with their nearby children and grandchildren.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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