With more than 20 years of experience, Wes focuses on helping clients achieve their investment goals by designing custom strategies that reflect their values and vision of success. He enjoys working with successful business owners and families, and he takes a comprehensive approach to wealth management by partnering with clients’ attorneys and accountants. He specializes in business valuations, succession planning, tax mitigation strategies, legacy planning, and 401(k) plan consulting, and his mission is to guide clients toward optimal outcomes that endure for generations.
Education & Designations
- Bachelor of Science, Economics – University of Minnesota
- Accredited Investment Fiduciary® (AIF®)
Community Involvement
Wes is a committed member of the greater Aitkin community, having spent time serving numerous boards and organizations. He is an assistant softball coach, and he is active within the Knights of Columbus, Council 18545.
Personal Life
Wes and his wife Rebecca live in Aitkin with their children Grace, Lydia, and John. They are an active family, and Wes enjoys cheering on his kids at all their extra-curricular activities. In his free time, you can often find him outdoors, whether on the lake or in the woods going after whitetail deer.