Wes is a dedicated Wealth Advisor with a passion for helping clients achieve their financial goals. He provides comprehensive guidance tailored to each client’s unique needs.

Throughout his career, Wes has been part of exceptional teams, gaining valuable experience and honing his skills in the wealth management industry. Prior to 2019, when he took his first job in wealth management, he worked for Wells Fargo and Chase in customer service and banking. These roles allowed him to develop a deep understanding of financial products and services, as well as the importance of building strong, trust-based relationships with clients.

Wes has worked extensively with clients on financial planning, investment advisory, and tax and estate planning. This experience further solidified his expertise and commitment to providing well-rounded financial advice. His educational background includes a bachelor’s degree in philosophy from Liberty University in Virginia, which has equipped him with critical thinking skills and a holistic approach to financial advising.

Outside of his professional life, Wes enjoys spending quality time with his family. He and his wife are proud parents to a daughter and a son, who keep them joyfully busy. In his free time, Wes loves reading books, exercising, playing board games, and socializing with friends and family.