Wes has been helping clients work toward financial independence since 2007. His passion is in in helping others dream big about their financial legacies, and building a roadmap to help them get there. Early in his career he established himself as a leader in the industry, and has over the years helped build an elite team to service a growing number of clients. His biggest passions in the industry are changing the face(s) of what financial services look like, and improving the services clients receive. Outside of work, when he’s not golfing or in a Board meeting for the Safe Crossings Foundation... Read More
Wes has been helping clients work toward financial independence since 2007. His passion is in in helping others dream big about their financial legacies, and building a roadmap to help them get there. Early in his career he established himself as a leader in the industry, and has over the years helped build an elite team to service a growing number of clients. His biggest passions in the industry are changing the face(s) of what financial services look like, and improving the services clients receive. Outside of work, when he’s not golfing or in a Board meeting for the Safe Crossings Foundation, he spends as much time as possible with his wife, Kelli, and their two children, Skylar and Jordan. Read Less