ABOUT
A full-service financial planning firm, West Capital Advisors, Inc. offers clients total estate and retirement planning to help ensure they leave lasting legacies for generations.
Our advisors work with pre- and current retirees to create comprehensive plans using conservative investment and tax-saving strategies that can increase their monthly income with little risk to their principal investment growth. With particular expertise helping small business owners, physicians, dentists and other high-net-worth individuals, the West Capital Advisors Team will strive to design a plan that can help you achieve the financial future you have imagined.
Celebrating our 20th year helping individuals and families reach their financial goals, West Capital Advisors can customize a plan just for you.
David West
Founder and Principal
David West is the principal and owner of West Capital Advisors, Inc. David takes pride in helping pre- and current retirees with all aspects of their financial plans, and is specifically recognized as one of the finest capital accumulation and capital distribution planning consultants for doctors and business owners/executives in America.
David received his Bachelor of Science in Business and History from Montana State University Billings in 1981. He then continued his education and received a Masters of Business Administration (MBA) from the University of Phoenix in 1984. He began his career in the insurance industry as an agent for Beneficial Life Insurance Company and became an Agency Manager for Beneficial Life from 1985 to 1989. He then became president of The Quest Estate Plan, a financial planning firm, from 1991 to 1996.
James Bushman
Financial Advisor
James Bushman is an associate at West Capital Advisors who has trained under David West, the founder and owner of West Capital Advisors. Mr. Bushman consults with doctors and small-business owners to help them increase their overall net worth. He uses the findings from The Doctors Economic Research Project to teach his clients how to be efficient with their earning and savings, maintain control of their money, and show them how to have financial safety during economic difficulty.
Brent McCandless
Financial Advisor
Brent has been in the financial business for over 30 years and is currently licensed for securities and insurance in the state of Kentucky. In 2012, he was named to the Prudential Annuities Masters Council and heralded for his “commitment to retirement income strategies.” Brent graduated with his bachelor’s degree in communications from Brigham Young University. Brent and his wife, Barbara, have six children and twelve grandchildren. In his free time, he enjoys fishing with his family, horseback riding in the mountains, and participating in the local fair in his hometown in Montana.
Ryan Banner
Administrative Assistant
Ryan Banner is the office assistant for West Capital Advisors. Ryan has been involved in customer service and marketing. He specializes in project management, video, internet, and social media marketing. He has a background in finance and accounting as he is currently a student at BYU studying Public Health and Business. He will graduate with his Bachelor's Degree in April of 2018 and will persue a Master's of Business and Health Administration. He enjoys playing sports, spending time with his wife, and making connections.