Wes is passionate about educating others regarding their retirement planning and all other investments. He feels that retirement planning does not receive the (regular) attention it deserves. He enjoys getting to know clients on a personal level to understand their wants and needs so that he can create a personalized financial and retirement plan.
“If you fail to plan, you are planning to fail.”
Prior to Raymond James Wes worked in the oil and gas industry for more than a decade as a petroleum engineer.
Wes graduated from the University of Oklahoma with a degree in Petroleum Engineering and an M.B.A. from the University of Central Oklahoma.
Wes currently resides in Oklahoma City with his wife, Kathryn. They are blessed with three wonderful children.
When Wes is not working, he enjoys playing golf or hockey.