Wes began his insurance and financial services career in 1978. He has a Bachelor of Science degree and has earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant.
Wes focuses primarily on the needs of small business owners, professional clients, as well as high-net-worth individuals. He specializes in sophisticated, estate-planning strategies, wealth accumulation, employee benefits, and reducing tax obligations.
His extensive background and knowledge of the finance allow him to provide services designed to:
- Avoid and/or reduce taxation
- Establish business succession or exit strategies
- Preserve Wealth
- Create sound investment strategies to meet clients' short and long-term objectives
- Reduce estate taxes
Working in partnership with other advisors, Wes utilizes a team approach to design custom financial strategies that address the client's goals and objectives.
He is past president of both the Salt Lake and Utah Association of Insurance and Financial Advisors. Wes has also served on the board of the Society of Financial Service Professionals and is a Life and qualifying member* of the Million Dollar Round Table.
Wes and his wife, Sheri, reside in South Jordan and have five children. He is very active in his community, church, and other charitable organizations.
*The Qualifying and Life Member (QL) was created by the Million Dollar Round Table (MDRT). The requirements do not evaluate the quality of services provided and an individual becomes a QL member when approved for the 10th year of membership. Being a QL is not indicative of the applicant’s future performance.