We are your guides on your journey to financial stability and prosperity after you retire. We can guide your decisions, but never make them for you. Our team is thoroughly trained on the latest and most accurate industry information and trends. We do our best to provide as much information and resources as possible to our Clients as well as the local The Villages, FL community. We offer live seminars, educational resources, and free consultations to educate our community on financial literacy.
Let us do more for you.
Prepare for a successful Retirement!
We offer a variety of solutions for your Retirement Planning journey. We customize our recommendations to each Client's specific situation, needs, and goals, and ensure that you are as prepared as possible for anything that your future may hold.
We are committed to serving you.
Meet Our Team
President & CEO
Growing up, Skip’s father taught his son an important mantra: “Always do more for others than what they do for you, no matter what it takes”, which has stuck with Skip throughout his life, and has helped him build a successful and long-lasting career.
Skip opened West Financial Group in 2003, and has since helped thousands of The Villages, FL Retirees and Pre-Retirees plan for their futures and secure their desired post-retirement lifestyles. Skip is an author, golfer, and runner. He strives to keep a strong mind and body through his faith and discipline.
VP & Director of Operations
Diana has over 20 years of experience in the financial, management, and healthcare industries. Her diverse background helps her relate to each client's individual needs. She takes pride in her work and ensures a fantastic experience for all parties by building confidence, trust, and credibility. Diana is always looking for a new adventure, challenge, or growth opportunity. She describes herself as extremely ambitious, always looking to grow personally and professionally.
Director of Client Services
Throughout Pat’s life, she has always been involved in serving others - and continues to master those skills every day. Pat spent most of her professional career with Dior and Chanel specializing in serving their clients’ needs. Pat is a powerful source in the workplace and uses her positive attitude and tireless energy to encourage others. Pat is inspired by her family daily, and loves spending time with her grandchildren. In her free time, Pat loves reading, and spending time on the beach.