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Trusted Advisors,
Trusted Advice 

3040 Outlet Blvd. 
Idaho Falls, ID 83402
(208) 535-1100

Team

Meet Your Team of Financial Services Professionals

For over 60 years Westmark Credit Union has been providing its members the most complete array of products and services available. Westmark Investment Services is a vital part of the credit union and plays a significant role in helping members with their financial needs.

Westmark Investment Services has a great deal of experience and value to offer to the membership. We specialize in personal care and developing long-term relationships. Estate planning, wealth transfer, long term care, retirement income, and insurance are among the many services we provide.

Let us show you the "personal" difference in working with us and allowing us to earn your business. We look forward to hearing from you. Contact Matthew Sullivan at (208) 535-1100 to make an appointment.

 

Jayme O'Rullian

V.P. Westmark Investment Services Administrator

(208) 535-1100

208-522-3603

Jayme O’Rullian has worked in the financial industry for over 27 years. He has been with Westmark Credit Union since 1999. Jayme received his Bachelor’s degree in Business Management from Idaho State University. His knowledge and...

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Jeff Jones

A.V.P. Westmark Investment Services Manager

(208) 535-1100

Jeff Jones has worked in the business and financial industry for over 20 years. He has been with Westmark Credit Union since 2007. Jeff received his MBA in Business Management from Idaho State University. His knowledge and experience...

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Matt Ball

Sales Assistant

208-535-1100

208-522-3603

Matt Ball has recently joined our team as a Sales Assistant. Matt received his Bachelor’s degree in Finance from Idaho State University. He is working to secure his securities licenses and will be helping to maintain the high level of...

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Nikki Smuck

Administrative Assistant

208-535-1100

208-522-3603

Nikki Smuck has worked in the investment industry for over 3 years. She has been with Westmark Credit Union since 2015. Nikki graduated from EITC in Legal Assisting in 2011. Nikki worked as an administrative assistant at Edward Jones...

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