BRIAN LEVY
Managing Member
Brian is the managing member of West Wealth Group as well as the founder & president of BML Wealth Management.
When Brian chose to work for a boutique wealth management firm instead of a large financial firm, Brian’s parents never failed to support his decisions — even when they weren’t easy to make. They always had his best interest at heart.
It’s that same support that Brian shows his clients at BML Wealth Management. Whether clients are in need of asset preservation strategies, long-term care, inheritance planning, or an IRA rollover — or anything in between — Brian is there, ready to support them to make the best decisions for their future.
Brian is an Investment Advisor Representative, has passed the Series 66 securities exam, and is licensed in life and health insurance in California, allowing him to plan comprehensively for clients and act as a fiduciary. He also has a bachelor’s degree in Business Economics from the University of California, Santa Barbara.
In his free time, Brian loves to spend time with his wife, Ruth — his childhood sweetheart — their two daughters, Malina and Leila, and their son Sam. To this day, his mother is one of Brian’s biggest inspirations. When he’s not with family, Brian can be found cheering on his favorite team: the Los Angeles Clippers.
California Insurance License #0E50344
Michael Clark, CFP®
Managing Member
Michael is the managing member of West Wealth Group as well as the owner of Ensemble Wealth Management. He is an Investment Advisor Representative and Certified Financial Planner™.
Michael has over 22 years of experience in the financial and retirement planning industry and is fully licensed in securities and insurance services. From the age of 12, Michael knew he wanted to be involved in the financial world. His early dreams of being an investment banker on Wall Street were quickly replaced with the idea of owning his own independent wealth management firm. After graduating from the University of California, Santa Barbara, he began his career working for a major insurance company in Beverly Hills. Shortly after, he obtained his CFP® designation and his dream became reality.
Michael resides in Rancho Mirage with his wife and four children. When he isn’t in the office, Michael can be found on the sidelines of our local baseball, soccer, or softball fields, depending on which of his kids are playing. Michael enjoys spending quality time with his family, playing poker, and fishing.
Michael is active in our local communities and is a proud member of the Palm Desert Area Chamber of Commerce (PDACC).
CA Insurance License #0B22623
NATALIE SHIRLEY
Chief Compliance Officer
Natalie Shirley is the Chief Compliance Officer at West Wealth Group. She is also the Director of Operations at BML Wealth Management and holds a California life and health insurance license.
She joined BML from Pacific Life, where she worked as a senior case manager. She was recognized as a key point of contact for high net worth and complex cases, new business exceptions and sensitive issues. She brings 17 years of financial services experience.
Natalie manages the team at BML Wealth and ensures BML is honoring its commitments to its clients. She is vital in helping complete important projects to advance the company.
At West Wealth Group, Natalie is responsible for overseeing compliance within the organization, ensuring compliance with laws, regulatory requirements, and policies/procedures.
Natalie attended California State University, Fullerton and she’s a proud recipient of a bachelor’s degree in communications.
California Insurance License #0I55501.
ANA HERNANDEZ
Director of Billing and Trading
Ana Rosa is the Director of Billing and Trading at West Wealth Group as well as the Director of Operations at Ensemble Wealth Management.
She has been with Ensemble Wealth Management for over seventeen years. Before that, Ana worked at an elementary school tutoring first and second graders. Ana currently holds her insurance license and is a Notary Public for the state of California.
At Ensemble Wealth, she is in charge of client service requests and keeping the office running smoothly. Her main focus is to ensure Ensemble is exceeding client’s expectations. In addition, Ana assists the rest of the team with the completion of high-impact projects.
At West Wealth Group, Ana’s primary responsibility is executing trades & requests within the organization. She handles investment portfolio re-balancing, individual trade requests, client requests, and manages the software solutions used by the firm.
Ana graduated from Birmingham High School in 1996 and went to Cal State University of Los Angeles from 1996-1999. She resides in Los Angeles with her husband, son, and daughter. In her spare time, she enjoys traveling, reading and spending time with her family.
CA Insurance License #0D32759