Team

Michael Fessler, CFP®

Managing Partner

682-888-6144

[email protected]

Michael Fessler, CFP, is a Managing Partner and Chief Compliance Officer at Westlake Wealth Management. He specializes in financial planning, portfolio management, risk management, estate planning, and tax planning. Michael holds a BBA...

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J.R. Matthews

Managing Partner

682-888-6144

[email protected]

James Robert (J.R.) Matthews is a Managing Partner and Chief Executive Officer at Westlake Wealth Management. He is passionate about helping his clients grow financially with honest guidance and professional planning support. J.R....

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Erica Poff

Office Manager

682-888-6144

[email protected]

Erica Poff has been in the banking and investment industry since 2010. She holds a bachelor’s degree in Art and Design and Advertising from the University of North Texas. Erica has a passion to be well rounded and always has a...

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