Wes is an Investment Advisor Representative serving clients in our Cornelius and Hickory offices. Wes has 9 years of industry experience and holds the CERTIFIED FINANCIAL PLANNER certification along with the FINRA Series 7, 63, and 66 Licenses. He also holds licenses for Health and Life Insurance in North Carolina. He specializes in retirement planning, estate planning, and tax efficient portfolio management strategies.
Wes began his career at Vanguard in 2017 as a client relationship manager serving retail clients around the country. He later joined Vanguard's Personal Advisor service as a high-net-worth financial advisor where he managed portfolios for over 260 client households. Wes is committed to building lasting relationships and serving his clients.
Wes has called North Carolina home since his family moved to Mooresville in 2005. He attended the University of North Carolina at Charlotte, lives in the Mountain Island Lake area of Charlotte and attends church in Concord. Wes is also a musician and plays trumpet and bass guitar, and regularly performs with his church's praise band. In the summer, Wes enjoys golfing and watersports on lake Norman.