Tim began his career in this industry over 30 years ago at Private Ledger (now LPL). He also spent many years supporting a client base with nearly $200 million under management. Prior to joining Westland he was CEO of a large B/D distributing products and services through the bank channel.

He was a board member of the National Association of Broker/Dealers and sat on the FINRA District 2 Committee and he was elected as a member of the National FINRA Small Firm Advisory Board in 2013. Currently Tim is a member of the San Diego Financial Planning Association and is a regular speaker at broker/dealer events.

Reggie, Case Manager, provides Westland associates with a high level of service to get your cases processed from inception to in-force status. She is a very valuable resource to the Westland team and to your business.

Reach out to her anytime.

Sean is our primary external wholesaler supporting the Southern California area. He has expertise in many areas having worked in a wire house for several years prior to joining Westland.

Sean works directly with you in a traditional wholesaling role or he can meet with and complete sales directly with your clients so you can just sit back and enjoy the extra income he can produce for you.

Please don’t hesitate to call and discuss any case with him.

Shayne has been in the insurance brokerage agency industry for over 30 years and a native to San Diego. She has earned her ACS (Associates Customer Service, Customer Service Management) and FLMI (Fellow Life Management Institute, Insurance) degrees in the insurance industry. Before joining Westland as New Business & Contracting Specialist, she was Director of Operations for a large BGA firm, CBIZ Special Risk.

She is dedicated to providing you with a high level of Customer service, building and retaining carrier and client relationships and focused on assisting you through your contract and appointment process and is a valuable resource to you.

Bill has a passion for helping financial services producers and is driven to assist clients with much needed protection strategies. He has a Juris Doctorate, Law, Estates, Tax, Accounting and he is a certified Charter Life Underwriter. Bill’s background includes serving as an advanced planning attorney and pension manager for large insurance firms and specializes in Taxation of investment and insurance products, ERISA, Qualified Plans, Pensions, Estate Planning, Wealth Management, Life Insurance, Annuities, Investment, and Institutional Products.

Lee brings to the team 23 years of technical life insurance underwriting experience having been a real underwriter with a large insurance carrier. She knows how her colleagues think and how to package and manage cases to achieve the best outcome for your clients.