Michael started his career in the financial services industry at Merrill Lynch & Company. There heobtained his FINRA Series 7 and Series 66 licenses. Michael is a CFP® professional. The designationcomes with extensive training in financial planning, estate planning, insurance, investments, taxes,employee benefits and retirement planning as well as in CFP Board's Standards of Professional Conduct,which are rigorously enforced. He has also been awarded the Accredited Investment Fiduciary®, (AIF®)designation from the Center of Fiduciary Studies™ (the Center), the standards-setting body for fi360.
Michael is passionate about helping investors simplify their financial lives. He works to deliver best inclass customer service to clients and strives to help clients achieve their financial and life goals. Hecurrently serves as the firm's Chief Investment Officer and Chief Compliance Officer.
Michael oversees the financial planning and portfolio management divisions at West Ridge Advisors.With access to superior resources, Michael prides himself on acting as a steward to guide clientsthrough the emotional cycle of investing by providing a framework that fosters investor discipline. Hisvast exposure to ERISA and non-ERISA retirement plans has allowed him to work with business owners,C-suite executives, controllers, plan administrators and investment committees to achieve betterretirement plan solutions within organizations.
Michael attended Brigham Young University and graduated from the Marriott School of Managementwith a degree in Business Administration.
When not at the office, Michael enjoys tennis, reading, and spending time outdoors with his family.
Todd Udall specializes in high-level tax planning, tax preparation, and business advisory services, with a strong emphasis on retirement and estate planning strategies. He primarily serves professional firms—including physicians, dentists, attorneys, engineers, architects, and consultants—offering strategic guidance that supports business growth while minimizing tax liabilities. His expertise also extends to clients in wholesale, manufacturing, retail, and real estate industries.
Todd works closely with many high-net-worth business owners who face complex financial challenges. His proactive approach to tax planning, combined with the strategic use of pension and estate planning tools, helps clients preserve wealth, reduce taxes, and build long-term financial security.
He earned both his Master of Tax and Bachelor’s degree in Accounting from Brigham Young University in 1989. Todd began his career at prestigious international accounting firms, including Touche Ross & Co. and Deloitte & Touche, where he developed a strong foundation in advising high-net-worth individuals and closely held businesses—experience that continues to shape the value he brings to clients today.
Todd is a member of the American Institute of Certified Public Accountants and the Nevada Society of Certified Public Accountants.
Outside of his professional work, Todd is active in his community. He served in various leadership capacities for Scouts of America including earning the Silver Beaver, attending Philmont leadership and Woodbadge. Served on the Eagle Scout Board including being an Eagle Scout himself. He has also enjoyed coaching youth soccer, basketball, and baseball in local recreation leagues, currently coaching his grandchildren in soccer.
As Director of Business Development and a Partner at our firm, Tom brings a strategic, relationship-focused approach to wealth management and financial planning. Holding a FINRA Series 65 license, Tom works closely with a diverse set of clientele, that includes high net worth individuals and successful small business owners — such as physicians, dentists, attorneys, and entrepreneurs — guiding them through complex financial decisions with clarity and confidence.
Tom is particularly passionate about the planning process. He finds the greatest fulfillment in helping clients align their goals through proactive and integrated strategies for income tax, investments, retirement, and estate planning. His collaborative style, deep understanding of financial intricacies, and commitment to long-term relationships make him a trusted partner in his clients’ financial journeys.
Tom is also a Certified Public Accountant (CPA) with prior experience at Big 4 accounting firms, as well as local and regional firms. This foundation provides him with a strong technical background in tax and financial reporting, allowing him to approach client planning with a comprehensive and detail-oriented perspective.
Tom is a member of the American Institute of Certified Public Accountants and Arizona Society of Certified Public Accountants. Tom received his Master of Accountancy degree with an emphasis in Taxation and a Bachler of Science degree in Accounting from Brigham Young University in1989.
In his spare time, Tom enjoys service, BYU athletic events, and traveling with his family, especially his wife, Karen. Tom has been to 6 of 7 continents and looks forward to checking off Antarctica in 2026.
Alan Erickson is a seasoned tax and investment advisor with deep experience serving high-net-worth individuals, business owners, and closely held entities. He began his career at a global CPA firm, advising private and publicly traded companies across the Bay Area and Utah’s Wasatch Front. Following his time in public accounting, Alan became a partner at Udall CPA Group, where he leads comprehensive tax planning and consulting engagements.
Alan’s practice focuses on integrating advanced tax strategies with long-term investment planning. He has particular expertise in the real estate sector, working with multi-tiered partnership and S corporation structures. His industry experience also includes technology, construction, manufacturing, professional services, and professional sports.
He holds both a B.S. in Accounting and a Master of Accountancy with a tax emphasis from Brigham Young University. In addition to being a licensed CPA, Alan holds the FINRA Series 65 license, allowing him to deliver fiduciary investment advisory services tailored to complex financial situations.
Alan is a member of the American Institute of Certified Public Accountants and the Utah Association of Certified Public Accountants.
He lives in Holladay, Utah with his wife and four children, and enjoys hiking, fishing, camping, and family sports activities.
Curtis Udall is a numbers guy with a people-first mindset. A proud graduate of BYU’s Master of Accountancy program with an emphasis in Tax (class of 2015), Curtis kicked off his career at PwC, where he focused on Partnership tax before joining Udall CPA Group in 2017. Fast-forward to 2023, and he’s now a partner at the firm, where he helps clients navigate the ever-changing world of taxes and finance with comprehensive, high-touch, strategic tax planning services.
Curtis works closely with professional service groups and real estate private equity clients, offering customized tax planning and financial guidance. His main goal is to maximize peace of mind, take the stress out of the process, and deliver hands-on, proactive service that frees clients up to focus on what they do best—while he handles the rest.
His work goes far beyond tax returns. Curtis provides comprehensive planning that weaves together strategies across tax, retirement, entity structuring, estate planning, business operations, and more. Whether you're exploring new opportunities, scaling a business, or planning for the next generation, Curtis brings the insight and structure to help you move forward with confidence.
Licensed as a CPA since 2016 and an Investment Adviser Representative since 2022, Curtis brings a well-rounded perspective to every client relationship. He’s also a proud member of the AICPA and the Nevada Society of CPAs, staying sharp and connected in the accounting world.
When he’s not crunching numbers, Curtis is all about community and family. He coaches youth sports, serves in his church, and loves spending time with his wife and four kids. He’s also an Eagle Scout, a former missionary in Maryland (2008–2010), and a lifelong learner who’s always picking up new hobbies—whether it’s running, cooking, woodworking, or stargazing through his telescope.
Josh Robinson, CFP®, joined the team at West Ridge Advisors in 2021 and serves as a dedicated Analyst for the firm. He is passionate about guiding clients toward their financial goals with a focus on clear communication and a commitment to a positive client experience.
In his role, he works closely with 401(k) plan sponsors and their participants, assisting with investment selection and navigating the details of their retirement plans. Josh believes it is essential that every person he works with feels heard, and he prioritizes being responsive to their unique needs and questions.
For wealth management clients, Josh is instrumental in developing comprehensive retirement plans and tailored investment strategies. He takes a collaborative approach, ensuring that clients fully understand the "why" behind each decision being made for their portfolio. His commitment to building lasting relationships based on trust and expert guidance is the cornerstone of his practice. By demystifying complex financial topics, Josh empowers clients to feel confident in their financial future.
When not in the office, Josh enjoys spending quality time with his family. You can often find him cheering on his kids at their sporting events or exploring the scenic trails and beautiful landscapes of the Arizona mountains.
Zachary Taylor works as Director and Financial Planner at West Ridge Advisors where he helps clients grow their wealth strategically. He is responsible for designing customized financial plans for wealth and institutional clients. He is also a self-Published Author of "The Golden Blueprint: How to Build Your Financial Plan" (Copyright © 2025). Available on demand on Amazon.
Areas of Expertise: Financial Planning, Investment Management, Tax Planning, Insurance Planning, Charitable Gifting, Retirement Planning, Estate Planning.
He has completed education in Investment Management Theory offered by Yale University’s School of Management, a Top-Ranked Ivy League institution. He earned a Master’s in Finance from the University of Utah and a Bachelor’s in Financial Economics with a double minor in Accounting and Finance from Brigham Young University–Idaho.
Zachary has achieved the CERTIFIED FINANCIAL PLANNER™ designation. Additionally, he holds the ACCREDITED INVESTMENT FIDUCARY® designation. He is committed to the highest code of ethics in the industry. He takes very seriously the duty to put client’s interest above that of himself and the firm.
Colleagues describe Zachary as honest, knowledgeable, and results driven. Outside of his professional life, he enjoys traveling with his wife, volunteering at his church, and attending LA Dodger and Vegas Golden Knights games.
Brian Stoker, Senior Wealth Advisor at West Ridge Advisors, is dedicated to helping youachieve a stable and fulfilling retirement. Holding expertise in retirement incomeplanning, Social Security strategies, tax-saving strategies, legacy planning, andinvestment advice, Brian helps ensure every aspect of your retirement is optimized.
As a fiduciary, he upholds the highest standards of integrity, building lasting relationshipsgrounded in confidence. Brian excels at keeping clients informed about the retirementlandscape, crafting personalized plans that maximize their retirement benefits andprovide financial freedom. Brian can help you navigate the complexities of retirementwith confidence, knowing you have a dedicated partner by your side every step of theway.
Fraser specializes in tax planning, tax preparation and business advisory services forbusiness owners. Fraser's clients have special tax needs in which proper tax planning has asignificant impact on the client’s financial well-being.
Fraser grew up in British Columbia, Canada. He left Canada to attend Yavapai Junior Collegein Prescott, Arizona on a collegiate baseball scholarship. He continued his baseball career atLouisiana Tech University. Fraser completed his education at the University of Nevada LasVegas. Fraser began his accounting career after graduating from UNLV in 2002.
As a Certified Public Accountant, Fraser is confident that his approach to client servicegreatly benefits his clients. Additionally, he has assisted many clients by minimizing their taxburden through creative planning and knowledgeable tax return preparation. He has alsoobtained his FINRA Series 65 license and has his Life Insurance license in Nevada.
Fraser is a member of the American Institute of Certified Public Accountants and NevadaSociety of Certified Public Accountants. He has been involved with coaching a number ofyouth baseball teams in the Las Vegas area.
Fraser is a prominent and well-known member of the Las Vegas and Hendersoncommunity.
Darren Blue is a valued member of the West Ridge/Udall team, where hesupports clients with both wealth management and life and health insurancesolutions. Based in Gilbert, Arizona, he works closely with individuals,families, and businesses to address their financial and insurance needs withcare and expertise.
Darren brings extensive executive experience, having served as CFO for aglobal Fortune 100 company overseeing over $7 billion in revenue and leadinginternational teams to drive strategic and financial success.
He holds an undergraduate degree in engineering from Case Western ReserveUniversity and an MBA in finance from the Kelley School of Business atIndiana University.
Outside of work, Darren enjoys piloting his hot air balloon over the SonoranDesert during Arizona’s cooler months.
Thania has been a key member of West Ridge Advisors since 2016 and serves as Director of Operations. In this role, she ensures the firm’s internal systems, processes, and team initiatives run smoothly and efficiently, aligning day-to-day execution with long-term strategic goals. Her leadership supports everything from project management and workflow optimization to team coordination and service delivery.
With a hands-on and solutions-driven approach, Thania works closely with internal teams,third-party administrators, and CPAs to streamline operations and enhance the client experience. She’s passionate about creating structure behind the scenes that allows clients to receive consistent, high-quality service and helps the team perform at its best.
Known for her strategic thinking, clear communication, and operational discipline, Thania plays a vital role in strengthening the firm’s infrastructure and culture. Her ability to balance priorities while staying focused on execution and collaboration makes her an indispensable part of the leadership team.
Outside the office, Thania enjoys life with her husband and four children. Whether she’s cheering them on at sports events, heading out for a weekend getaway, or staying active outdoors, she values the moments that bring connection, movement, and joy to her everyday life.
Since joining West Ridge Advisors in April 2022, Jessica has become a trusted and approachable pointof contact for clients, known for her warm demeanor, responsiveness, and genuine commitment toservice.
As a Client Relationship Manager, she ensures every client experience is smooth, supportive, andhandled with care from start to finish. Jessica brings a strong background in customer service, with anatural ability to listen, anticipate needs, and communicate clearly.
Clients appreciate her reliability and empathy, as well as her calm, solution-focused approach to eventhe most complex requests. In her role, Jessica works closely with both internal team members andexternal partners to keep everyone aligned and moving in the same direction.
Whether she’s managing account setup, facilitating money movement, or troubleshooting an issue,she approaches every task with collaboration, efficiency, and a strong focus on doing what’s best forthe client.
Outside the office, Jessica is an animal lover who enjoys spending quality time with family andfriends. Based in Las Vegas, she makes the most of the city’s vibrant entertainment scene, enjoyingshows and local experiences whenever she can.
