The Team

 

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Beatrice K Schultz, CFP® – Principal

 

Beatrice is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. She has over 30 years of experience in personal financial services and international corporate business.

 

Prior to launching Westface Financial and Westface College Planning in 2006, she held global technical sales and marketing leadership positions with such companies as Monsanto Chemical Company, Balazs Analytical Laboratory, Rodel, and Applied Materials.

 

Beatrice is an Independent Investment Advisor with Westface Financial Advisory, a registered investment advisor. She is also a CERTIFIED FINANCIAL PLANNER™ professional and a licensed life insurance broker.

 

Beatrice has a Bachelor of Science in Chemical Engineering from Queen’s University in Canada and a Masters in Management from Boston University – Vrije Universiteit Brussels, Belgium.

 

Beatrice is an active member of NAWBO (National Association of Women Business Owners) and is a past board member of NAWBO-Silicon Valley.

 

Washington State Insurance License 914850

 


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Mark P Guthrie – Principal

 

Mark is the co-owner of Westface Financial Advisory, Westface Financial & Insurance Services, and Westface College Planning. He has over 35 years of financial and insurance industry experience.

 

He started his financial career with Industrial Indemnity Insurance Company in 1985. He held positions of FINRA Broker / Dealer licensed securities representative and principal, Underwriter, Marketing Director, Captive Insurance Company Director, and COO National Accounts.

 

Prior to launching Westface Financial and Westface College Planning in 2006, Mark was the CEO of the innovative online financial services marketing firm InsWeb (NASDAQ INSW). InsWeb is a popular online service for consumers to find companies and agents that can meet their insurance needs.

 

Mark is an Independent Investment Advisor with Westface Financial Advisory, a registered investment advisor. He is also a licensed life insurance broker.

 

Mark has a Bachelor of Science in Finance from California State University – Chico, and a Masters in Management from Boston University – Vrije Universiteit Brussels, Belgium.

 

Mark is an active member of Rotary International and the Truckee Rotary Club which supports local charities.

 


Judy Gjesdal – Client Service Specialist

 

Judy brings over 25 years of direct financial aid experience with a focus on service to students and higher education to the Westface College Planning team.

 

Prior to joining Westface College Planning, she held positions in Financial Aid departments in private and public colleges. Most recently she was the Director of Financial Aid at Oregon College of Oriental Medicine. She has also held positions at University of Western States, Marylhurst University, and Lewis & Clark College.

 

Judy has been a member of the Oregon Association of Financial Aid Administrators (OASFAA) since 1996.