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The Westhem Grant team has more than 50 years of combined experience in wealth protection.
Cory C. Grant, J.D.
Co-Founder & Managing Partner
Cory C. Grant is Co-Founder and Managing Partner of Westhem Grant Group, LLC. Mr. Grant focuses on the development of advanced estate, retirement and business planning strategies, and specializes in estate strategies and retirement planning with qualified plans and IRA accounts. He also advises clients on charitable planning alternatives and creates unique approaches that encourage the succession of values along with bequests.


Scott B. Hinkle, J.D., CFP®
Managing Partner
SCOTT B. HINKLE, J.D., CFP® is a Managing Partner of The Westhem Grant Group, LLC, located in Solana Beach, California. Mr. Hinkle has over thirteen years of experience in the financial services arena.  Mr. Hinkle earned his Juris Doctor (JD) from Concord Law School in Los Angeles, and in 1998, Mr. Hinkle earned his Certified Financial Planner (CFP®) designation.


David A. Jacobs, J.D.
Managing Partner
David A. Jacobs has over eleven years of experience in the financial services arena. Mr. Jacobs focuses on the development and implementation of advanced asset protection, and estate strategies technique. He brings his extensive background in law, insurance, and communications to bear for the firm's clients.


Mai Do-Galvan
Partner
Mai Do-Galvan is a Partner of The Westhem Grant Group, LLC with over a decade of experience in estate strategies and the financial industry.  Mrs. Do-Galvan joined the firm in 1993 and has worked closely with Managing Partners in consulting clients on asset protection, estate strategies and retirement planning. 


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© 2006 Westhem Grant.
Securities offered through representatives of Jefferson Pilot Securities Corporation, a registered broker/dealer, Member NASD/SIPC.
Jefferson Pilot Securities Corporation and The Westhem Grant Group are not affiliated.