Specialties: Wes brings financial planning and relationship management experience to the firm. He assists with business development and supporting other senior advisors in retirement planning, investments and insurance. He is currently training for his Certified Financial Planner (CFP) designation.
Experience: Wes previously held various roles at Merrill Lynch as an advisor, retirement plan representative, and service associate. He continued his advisor experience at a credit union in San Diego before joining Hollencrest in 2023.
Qualifications: Wes graduated from Arizona State University with a B.S. in Political Science. He is series 7 & 66 licensed and holds his California life and health insurance licenses.
Interests: Wes played NCAA division 1 lacrosse for Manhattan College in New York City and Arizona State University, where he held several board positions within the team including Vice President. He enjoys mountain sports, football, and has both classical and modern experience as a musician.