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Meet Our Advisors
Your team of financial professionals
Get to know the advisors at Westmark Wealth Management.
We’re here to help you plan, invest, and preserve what matters most.
Our Team
Westmark Wealth Management Advisors
Our team of financial professionals are dedicated to helping Westmark Credit Union members pursue their financial goals with personalized, no-obligation guidance.
Jayme O'Rullian
VP of Westmark Wealth Management
Jayme leads the Westmark Wealth Management team and helps members navigate complex financial decisions with a focus on retirement income planning, investment strategies, and long-term wealth preservation.
Jeff Jones
VP/Westmark Wealth Management Manager
Jeff manages the wealth management program and specializes in comprehensive financial planning, helping members build diversified portfolios and develop strategies for every stage of life.
Matt Ball
Financial Advisor
Matt brings a personalized approach to investment management and retirement planning, focusing on tax-efficient strategies and long-term growth for Westmark members.
CJ Dever
Financial Advisor (Western Region)
CJ serves members in western Idaho and is passionate about helping families at every income level create actionable financial plans, from early-career savings to pre-retirement optimization.
Aubrey Parry
Client Relations Specialist
Aubrey is your first point of contact at Westmark Wealth Management, coordinating appointments, answering questions, and ensuring every client has a seamless experience from start to finish.
Nikki Smuck
Sales Assistant
Nikki supports the advisory team and helps members with account inquiries, paperwork, and scheduling — making sure everything runs smoothly behind the scenes.
Zack Kroeger
Administrative Assistant
Zack provides administrative support to the Westmark Wealth Management team, helping keep operations running efficiently so our advisors can focus on serving members.
Webinars
Join us for free workshops on retirement planning, Social Security, investing, and more.
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About Our Team
A Team Approach to Your Financial Freedom
At Westmark Wealth Management, we believe great financial guidance starts with a relationship built on trust. Our advisors are registered representatives of LPL Financial who work right here in your community — inside your credit union.
Whether you need help planning for retirement, managing your investments, protecting your family with insurance, or seeking to optimize your employer benefits, our team takes the time to understand your goals before recommending any strategy.
Every consultation is complimentary and comes with no obligation. We're here because Westmark Credit Union members deserve access to professional financial guidance — and that starts with getting to know you.
Check the background of these investment professionals on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
Westmark Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.