Wes believes in delivering a concierge wealth planning experience. Applying his many years of financial industry experience, he skillfully guides clients in pursuing their goals with accountability and thoughtfulness. A big-picture thinker, he sets rigorous goals and is constantly seeking further growth with his highest priority being the client’s success.
In addition to heading the investment banking division for the team, specializing in lending solutions, Wes works with our business owner clients, servicing their company retirement, defined benefit, pension plans by providing a prudent process, and an exemplary customized service offering while helping them meet their fiduciary obligations for both ERISA and non-ERISA clients. He is also known for his excellent research skills and ability to evaluate the economic performance of various investment vehicles and platforms.
He began his financial career in 2006 with Citi Smith Barney and then moved to the Detanna team at Morgan Stanley Smith Barney. He also worked at Fidelity Investments as an advisor and spent one year at Wedbush Securities. He joined Global Wealth Solutions Group in 2011, seeking to be a part of a strong team.
Wes earned a bachelor’s degree in economics with a minor in international relations from Hobart College, and an MBA in financial planning from California Lutheran University.
In his free time, Wes enjoys playing hockey, golfing and spending time with his wife, Melissa, and their daughter, Claire, and son Reid.