Through comprehensive financial planning and ongoing investment guidance, Wes helps clients pursue their many goals and their ultimate quest for financial independence. He builds loyal, long-standing relationships, serving as a trusted advisor to our clients. As an Accredited Asset Management SpecialistSM, Wes’ areas of expertise include investments, insurance, tax, retirement and estate planning issues. He adheres to standards of professional conduct and is committed to continuing industry education.
Wes holds Series 7, 9, 10 and 66 securities licenses, and insurance licenses. Before beginning his career in the financial services industry in 2008, he worked as a mechanical engineer for 23 years.
Wes is an active member of the Wilmington Masonic Lodge, where he has served in a variety of capacities, including Lodge Master, Music Boosters president, finance committee chairman, chamber president, and currently, chamber vice president. Originally from North Pekin, Illinois, Wes is a long-time resident of Wilmington, where he lives with his wife, Tracy. They have two grown children, Travis and Drew. In his free time, Wes enjoys biking and plays tuba in several ensembles.