Westshore Wealth is a Registered Investment Advisory Firm with an Independent Approach
Family Office Services
High Net Worth Families
Highly Compensated Executives
Sports, Media, & Entertainment Professionals
Ryan Brizendine, MBA, CFP®
firstname.lastname@example.org | Phone: (949) 825-7515
Ryan is a Managing Director and Co-Founder of Westshore Wealth. He has worked in the financial services industry for over 15 years. Ryan's prior work experience includes roles at RGT Wealth Advisors, Barclays, and AllianceBernstein.
Ryan attended the University of San Diego where he earned a BA in Economics and played on the Torero baseball team. He also earned an MBA in Finance from the University of Southern California Marshall School of Business and is a CERTIFIED FINANCIAL PLANNER™ professional. Ryan has served on the Board of Directors of the Jessie Rees Foundation since 2015, which encourages kids fighting cancer to NEGU (Never Ever Give Up)! Ryan and his wife Kelley live in Trabuco Canyon with their three children, Adalyn, Calvin and Lila.
Robert Sigler, MBA
email@example.com | Phone: (949) 825-7505
Rob serves as a Managing Director and the Chief Investment Officer for Westshore Wealth. Rob’s long career in the financial services industry reflects a diverse set of vocational tools and experience. He has advised some of the world’s most renown mutual funds, hedge funds, and pension fund organizations, with cumulative assets under management over $5 trillion. Additionally, he invested proprietary capital for two major investment banks, managed two geographic regions in the US, oversaw a specialty sales organization at Merrill Lynch, and served as a member of the US Equity Operating Committee at UBS. Most recently, Rob served as Managing Director and Head of Institutional Equities for the West Coast at UBS. Prior to that, Rob served as Managing Director in charge of the central risk book for US equities at Merrill Lynch, and among other roles, he managed a proprietary trading team at Morgan Stanley.
Rob attended the University of California Los Angeles where he earned a BA in Economics. He also earned an MBA in Finance from the University of Texas at Austin School of Business. Rob is an avid golfer and lives in Ladera Ranch, CA with his wife Marnee.
Lance Jamerson, CFP®
firstname.lastname@example.org | Phone: (214) 533-0282
Lance is a Director in the Dallas office of Westshore Wealth, where he assists families and business owners craft and work towards their long-term financial objectives. In addition to counseling his clients through the ups and downs of the markets, he has developed a deep expertise in all aspects of personal financial planning and business planning. Notable areas of emphasis include cash flow, budgeting, tax and estate planning, company transactions, and Monte Carlo simulation. He finds great satisfaction in walking his clients through key phases of their financial lives.
With nearly 20 years of experience, Lance previously held roles with Howard Financial Services, Austin Wealth Management, National Financial Partners, and Ameriprise Financial. He earned a bachelor’s degree in economics from the University of Texas at Austin. He also is a CERTIFIED FINANCIAL PLANNER™ professional. His current memberships include the Financial Planning Association, the Dallas Estate Planning Council, and the North Texas Estate Planning Council.
Lance and his wife Carrie live in Dallas, and devote most of their evenings and weekends to their daughter Avery’s soccer practices and games. His other passions include barbeque grilling, spending time with friends, and watching football.
Amisha Chaudhary, MA
Assistant Vice President
email@example.com | Phone: (949) 825-7512
Amisha is an Assistant Vice President at Westshore Weath. She has worked in the financial services industry since 2011, with a focus on portfolio management and research. Amisha’s prior work experience includes roles at RGT Wealth Advisors and Payden & Rygel Investment Management.
Amisha attended Brandeis University where she earned a Master’s degree in Economics and Finance. She earned her Bachelor’s degree at North Central College in Economics and Political Science. Amisha lives in Irvine, CA with her husband Ajay and son Ishaan.
Trevor Bryant, CFA, CFP®
firstname.lastname@example.org | Phone: (949) 825-7502
Trevor is a Managing Director and Co-Founder of Westshore Wealth. He has worked in the financial services industry for over 15 years, with a focus on assisting high net worth clients with portfolio construction and asset management. His prior work experience includes roles at RGT Wealth Advisors, Barclays, and AllianceBernstein.
Trevor attended the University of Florida where he earned a Bachelors degree in Business Management. He is a Chartered Financial Analyst and a CERTIFIED FINANCIAL PLANNER™ professional. Trevor is a member of the Orange County Chapter of the Association for Corporate Growth. He is also a member of the CFA Society of Orange County. He lives in Corona Del Mar, CA with his wife, Lauren.
Ryan McGuire, MBA, CFP®
email@example.com | Phone: (949) 825-7571
Ryan McGuire serves as a Managing Director at Westshore Wealth. He has worked in the financial services industry for over 8 years, with a focus on financial planning and wealth management for individuals and families looking for assistance in preserving and growing their wealth. Ryan’s previous experience includes roles at RGT Wealth Advisors, Penniall and Associates and LPL Financial. Prior to entering the financial services industry, Ryan enjoyed a 10-year career in professional baseball, playing parts of six seasons in the Major Leagues for the Montreal Expos, New York Mets, Florida Marlins and Baltimore Orioles.
Ryan received his BA in History from the University of California, Los Angeles where he also was a member of the Bruin baseball team. Following his professional baseball career, he earned his MBA from the Anderson School of Management at UCLA as well as the CERTIFIED FINANCIAL PLANNER™ professional designation. Ryan serves on the Board of Directors of the Fellowship of Christian Athletes Southern California Baseball ministry and currently resides in Irvine with his wife Kristy, sons Connor and Cade and daughter Maggie.
firstname.lastname@example.org | Phone: (949) 825-7523
Ryan is a Managing Director at Westshore Wealth and serves as the firm's Chief Operating Officer and Chief Compliance Officer. With 15 years of industry experience, he has worked in the areas of financial planning, portfolio management, data analysis, and alternative investments. His client experience includes individuals, multi-generational families, corporations, foundations, and non-profits. Prior to Westshore Wealth, he held roles at TIAA, Fisher Investments, and AllianceBernstein.
Ryan earned a BS in Civil Engineering and a BA in Economics from Columbia University, where he also played wide receiver on the football team. He currently serves on Columbia’s Alumni Representative Committee, whereby he interviews prospective students, and he also serves as a summer mentor to current students. Ryan lives in Mission Viejo with his wife Cindy, daughter Soleil, and twins Siena and Ryder.
email@example.com | Phone: (214) 533-0282
Lauren is an Associate in the Dallas office at Westshore Wealth, responsible for account administration and financial planning. Her skill set includes data analysis and helping to organize a client’s financial world. Lauren’s prior work experience includes roles at HFS Wealth Management and JCL Solutions Group. She is a candidate for CFP® Certification.
Lauren graduated from Texas A&M University where she earned a Bachelor of Arts in Sociology with a minor in Financial Planning. During her time as a student, she was actively involved in the Texas A&M Financial Planning Student Association as a program ambassador. Lauren also participated in the Financial Planning Challenge – a national collegiate financial planning competition hosted by Financial Planning Association – where she and her teammates placed eighth in the nation. Lauren is a Dallas native and enjoys spending time with friends and family. She also has fun teaching youth dance classes at the studio where she used to dance competitively.