Donald Westlund

Senior Vice President

Welcome! I’m Don Westlund, a Senor Vice President dedicated to helping investors navigate complex markets to achieve their financial goals.

With over 25 years of experience, I believe in a holistic approach to financial planning that includes tax planning and estate planning. I am passionate about simplifying complex financial decisions and turning uncertainty into financial confidence. I focus on clear communication and proactive strategies, ensuring you feel confident in your financial decisions. I believe that financial planning is about more than just numbers-it’s about empowering you to live the life you’ve envisioned.

After graduating from the University of Utah with a B.S in Finance I moved to Portland in 2000 with my wife Amber. We have three children Zoey, Henry and Gus. When not working, I enjoy staying active with mountain biking, skiing and running.