His approach is to guide his clients through an objective financial planning process where planning strategies are developed around specific personal goals related to financial, investment, estate, and risk management. By focusing on personal goals and values, Wes helps clients form conclusions and decide on the most appropriate strategies to incorporate into their plans.
Previously, Wes served as Managing Director for the former Cherry Bekaert Wealth Management LLC (now a part of the Choreo family).
In his free time, he supports the Goodwill Industries of Central Virginia, Inc. as a board director. He also serves as a board director and treasurer for Bull Run Hunt, Inc.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS