Wes joined Strategic Financial Management in 2015, transitioning to a Registered Investment Advisor after seven years as a Medical Sales Rep. As part of the SFM Wealth Management Team, Wes stays on the cutting edge of areas such as the complex planning decisions involving cash-flow needs, business succession planning and generational asset transfers. Wes’ hometown has always been Augusta, yet he has extended his professional network to include clients in GA, FL, SC and TN, and resolves to develop intelligent and thorough investment recommendations through investigating his clients’ goals and dreams. Wes earned a Bachelor’s Degree in Marketing from Augusta State University, cares deeply about forming a relationship of trust and communication with his clients, and is committed to establishing a transparent, effective financial strategy that will light the path toward their and their family’s desired future.
Wes and his wife Ashlee have been happily married for over 11 years, and are now enjoying being a family of 3 with their 2yr old son Hendrix. When given the opportunity, Wes enjoys just about any activity outdoors such as golfing, hunting, fishing, and boating as a way to connect with friends and family. Wes is also disciplined in his faith, daily workouts and kickboxing training as he believes health is of great importance when trying to balance life.