Richard Westhelle, CFP®

Client Service Associate:
Jennifer Taylor

Richard Westhelle, CFP®

Senior Wealth Advisor

Rich is responsible for working with clients to successfully develop and achieve their financial goals. He serves as a reliable resource and problem solver, who guides clients in their decision-making process to best use their resources and prioritize based on what is most important to them. 

Prior to joining ACM in July 2022, Rich has served over 150+ families since 2008 in various roles, including: as a financial advisor at Goldman Sachs PFM from 2019 to 2022, and United Capital Financial Advisers from 2012-2019 (Acquired by Goldman Sachs July 2019). He also served as a financial analyst in operations at multiple firms from 2008 to 2011. 

Rich graduated from The Ohio State University, where he earned a Bachelors of Science in Family Resource Management. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 2016. 

Rich lives in Monticello, Arkansas with his wife, Amanda and his two children, Savanna and Colt. In his spare time, Rich enjoys sports, comedy events, and fishing.

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