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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 Nikki Smuck at (208) 535-1100 to make an appointment.

Jayme O'Rullian

V.P. Westmark Investment Services Administrator

208-535-1100

208-522-3603

orullianj@peakfns.com

Jayme O’Rullian has worked in the financial industry for over 29 years. He has been with Westmark Credit Union since 1999. Jayme received his Bachelor’s degree in Business Management from Idaho State University. His...

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Jeffrey Jones

V.P. Westmark Investment Services Manager

208-535-1100

208-522-3603

jonesj@peakfns.com

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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Erik Shotwell

Financial Advisor

208-484-8623

208-522-3603

erik@peakfns.com

Erik Shotwell has been a licensed financial advisor for over 15 years. He has worked extensively in the areas of financial and retirement investment planning. Erik's knowledge and experience will be a valued asset to our Westmark...

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Matt Ball

Financial Advisor

208-535-1100

208-522-3603

mattb@peakfns.com

Matt Ball has worked as a vital member of our team for over 3 years and as our newest Financial Advisor he will provide additional support in helping to ensure our clients receive the high level of service they deserve.

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Nikki Smuck

Administrative Assistant

208-535-1100

208-522-3603

smuckn@peakfns.com

Nikki Smuck has worked in the investment industry for over 4 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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Aleah Lattin

Sales Assistant

208-535-1100

208-522-3603

aleah@peakfns.com

Aleah has over 20 years experience in working with clients and administrative professionals in several fields of service.  She enjoys helping others and loves the experience in working with individuals and families in helping them...

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