Our Team Michael Fessler, CFP®, AWMA®, EA Managing Partner 682-888-6144 682-257-1804 michael@westlake-wm.com J.R. Matthews Managing Partner 682-888-6144 jr@westlake-wm.com Michael Lutz Chief Compliance Officer 682-888-6144 682-257-1804 mlutz@westlake-wm.com Sue McCurdy Bookkeeper 682.888.6144 682.257.1804 sue@westlake.tax Erica Poff Office Manager 682-888-6144 682-257-1804 erica@westlake-wm.com Return to Home Page
