T. Westra Email & Phone Number
Private Wealth Advisor @ McDonald Partners
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T. Westra Location
- Ann Arbor, MI, US
T. Westra Work
- Private Wealth Advisor @ (August 2026 - Present)
- Associate Director, Wealth Advisor @ (January 2025 - July 2026)
- Financial Planner @ (April 2024 - January 2025)
- Senior Territory Manager @ (January 2021 - April 2024)
- Federal Benefits and Retirement Specialist @ (October 2019 - April 2024)
- Agency Owner and General Agent @ (December 2017 - January 2019)
- Agent Intern @ (July 2017 - December 2017)
- Financial Services Representative @ (January 2016 - July 2017)
T. Westra Education
- Yale School of Management
Certificate (Wealth Management Theory & Practice)
2025-2025 - College for Financial Planning
Certificate (Personal Financial Planning)
2023-2025 - Cleary University
Master of Business Administration - MBA (Business Administration and Management, General)
2013-2015 - Hope College
Bachelor of Arts - BA (Accounting)
2005-2009
T. Westra Summary
- T. Westra, based in Ann Arbor, MI, US, is currently a Private Wealth Advisor at McDonald Partners. T. Westra brings experience from previous roles at The Connable Office, A Cresset Company, Prudential Financial and MyFEDBenefits. T. Westra holds a 2025 - 2025 Certificate in Wealth Management Theory & Practice @ Yale School of Management. T. Westra has 2 emails and 1 mobile phone numbers on RocketReach.
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