We bring solutions nobody else has.
Over the past 4+ decades, Westview has built a strong reputation for attention to detail, efficiency, and most importantly, honesty. We strive to provide our clients with the most dynamic solutions to their life insurance needs.
Our clients benefit from:
performance review of existing policies;
access to the nation's highest rated life insurance carriers;
industry-leading underwriting process;
strategic design and implemenation of life insurance solutions;
the highest internal rates of return produced in the life insurance industry; and
personalized, high-touch, client service.
We work with successful businessowners, significant families and individuals who want to make a difference when they are working through planning issues for themselves, their families, their businesses and their estates.
Managing Principal - Montana
Randy is a living legend in the life insurance industry with 4+ decades of experience of helping clients to find the right solution to maximize outcomes. As one of the nation’s leading life insurance producers, he is often sought out for his creative solutions and perceptive insights into this ever-changing industry. He builds trust with clients by taking complex life insurance concepts and strategies and creating stories that allow his clients to understand.
A natural born entrepreneur, Randy was a founding member of National Financial Partners, helping to grow it into the largest distributor of financial services to high net-worth families in the country. During his career, Randy has financed several private companies with successful exits that include both buy-outs and public offerings. His experience in growing disruptive technologies and products in the life insurance industry is paramount to the leadership he brings to his valued clients.
Managing Principal - California
While Kyle has had the benefit of learning from the best in the business, he is also an industry star in his own right. Kyle’s ability to listen to his clients’ needs and then creatively produce solutions is his professional superpower. His attention to detail and strong ethical character combine to make him a trusted advisor for all his clients.
Kyle co-founded Westview Insurance Services, Inc. and is a Managing Principal of Westview Financial Group. Kyle’s finance and insurance career began at Private Advisory Group where he gained tremendous knowledge about the intricacies of the insurance products and of the industry as a whole. Kyle received his Insurance License in 2007 and is licensed in the states of California, Montana, Texas, Washington, Arizona, Colorado, Georgia, Hawaii, Idaho, Illinois, Maryland, Michigan, Nevada, New York, New Jersey and Florida.
Mr. Perkins holds a bachelor’s degree in Business Administration, from the Cox School of Business at Southern Methodist University.
The Lion Street
We are proud to be an Owner Firm of Lion Street, Inc., a leading national financial services company. Lion Street comprises a network of over 200 elite financial firms which collaborate on sophisticated wealth planning solutions and maintain favored access to the highest caliber insurance carriers and other providers.