Team

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

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....

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...

Kari Betts graduated from California State University, San Bernardino with a bachelors degree in business administration. In 2014, She relocated to Fort Worth, Texas and has spent the last four years in the Human Resource world, where...