BOB WESTRICK

PRINCIPAL, MBA, CPA, CFP®

 

EDUCATION

  • Bachelor of Business Administration, University of Notre Dame

  • Master of Business Administration, University of Chicago

 

COMMUNITY

  • Board Member, Ministry Formation Program

  • Finance Chair, YMCA Men’s Club

  • Member, Salt Creek Club, Hinsdale

  • Retired Board Member, Plymouth Place Senior Living

 

MY FINANCIAL SERVICES CAREER BEGAN IN 1991

In 1983, I left a “Big Eight” public accounting firm to work for one of my audit clients. Eight years later, my entrepreneurial itch was scratched as I started a partnership in the financial services industry. Two years later, I co-founded WNA Wealth Advisors, one of the precursor firms to Private Vista. I am a frequent speaker and I am often interviewed on subjects ranging from economic conditions to wealth management. My experience as an accountant, business owner and financial advisor gives me a different perspective to offer my clients.

 

MY PRIVATE VISTA

My future focus begins with remaining fit and healthy. I love playing competitive sports, especially basketball and tennis. I also love watching the Chicago Cubs (I am an eternal optimist). I hope to spend even more time enjoying all activities with my wife and kids, particularly, collecting sea glass with my wife on the shores of Lake Geneva. When my work hours begin to decrease, I want to spend even more of my time giving back to our community.