Wes has been helping his clients achieve their financial goals for over 15 years. He specializes in income and legacy planning. His aim is to build one-on-one relationships with his clients, and give them personalized attention and financial guidance. Wes also has a keen understanding of the health insurance concerns that many clients face during their retirement years and how to implement proper planning to address these issues.
Wes attended Clearwater Christian College where he met the love of his life, Andrea. They were married in 1999, and are raising 4 incredible children.