Throughout his years of advising clients – that have included some unprecedented economic times – Wes has helped individuals and families steadily pursue their retirement and investment goals. For him, there is no greater professional satisfaction than sitting with a client to discuss the progress of their retirement plan, helping solve an income planning need or assisting a young family in planning the family budget.
Wes was born and raised in Goldsboro and attended East Carolina University, where he earned a bachelor’s degree in finance. Here in Greenville, Wes and wife, Phyliss, attend Covenant Church. In his spare time, Wes enjoys playing tennis and spending time with his family at the beach.