About Us

Leadership Team

Meet the experienced professionals guiding Westcarriage

Experienced Leadership, Exceptional Service

Our leadership team brings decades of combined experience in financial services, retirement planning, and regulatory compliance. Each member is committed to our mission of empowering investors through self-directed retirement accounts.

John Anderson

Chief Executive Officer

With over 25 years of experience in financial services, John leads Westcarriage's strategic vision and operational excellence.

Sarah Mitchell

Chief Operating Officer

Sarah oversees daily operations and client services. Her commitment to operational excellence drives our company's growth.

Michael Chen

Chief Compliance Officer

Michael ensures Westcarriage maintains the highest standards of regulatory compliance and ethical business practices.

Emily Rodriguez

VP of Client Services

Emily leads our client services team, ensuring every client receives personalized attention and expert guidance.

David Thompson

Chief Technology Officer

David drives Westcarriage's technology initiatives, implementing secure systems that enhance the client experience.

Jennifer Williams

Director of Education

Jennifer develops educational content to help clients understand self-directed investing and make informed decisions.

Our Leadership Principles

Client-First Mindset

Every decision we make prioritizes our clients' best interests and success.

Integrity & Trust

We uphold the highest standards of ethics and transparency in all we do.

Innovation

We continually improve our services and embrace new ways to serve clients better.

Join Our Team

Westcarriage is always looking for talented professionals who share our passion for exceptional client service and innovative financial solutions.

View Open Positions

Work With a Trusted Team

Experience the Westcarriage difference with our experienced leadership and dedicated support

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