As a portfolio manager and Certified Financial PlannerTM professional, Wes serves the comprehensive wealth management needs of families, business owners, corporate executives and foundations.
Wes holds a bachelor's degree in economics, with an emphasis on finance and accounting, from the University of California, Irvine (UCI) and earned the Certified Financial Planner designation from the CFP Board of Standards in Washington, D.C.
He resides in Laguna Niguel with his wife, Jamie, their teenage daughters, Olivia and Piper, and their dogs Maggie and Maisy.
Wes grew up building cars, homes and nearly anything else alongside his father, a mechanical engineer, and he brings that hands-on, problem-solving mindset to his work. Outside the office, he stays active but enjoys golf as a member at El Niguel Country Club.