Wes serves high-net-worth clients throughout the United States, helping them meet their comprehensive financial advisory needs. His areas of expertise include investment allocation, retirement planning and employee benefits, insurance, and income tax and estate planning.
He is a graduate of the University of Georgia (UGA), where he earned a degree in family financial planning. While attending UGA, he was a national finalist in the Financial Planning Association’s Financial Planning Challenge. Wes currently holds Series 7 and 66 securities, along with the Health & Life license.
In addition to his industry involvement, Wes is also a board member of the Ferst Readers childhood literacy program and is an active member of the Atlanta Sigma Chi Alumni Association.
When he’s not helping his clients achieve their financial goals, Wes enjoys spending time with his wife and daughter, coaching youth football, playing golf and cheering on the Dawgs.