Wesley grew up in the Holston River Valley of Virginia, and it was here that his love of the outdoors took hold. He has lived most of his life in the Mid-Atlantic region and currently resides in Arlington, Virginia, with his amazing wife, Christine, eleven year-old daughter, Sadie, and trusty canine, Rodney.
Wes’ education and professional experience are a collection of two recurrent themes: intellectual challenges and helping people improve their lives. He worked as a case manager at a multi-national law firm where he assisted attorneys with front page litigation while earning his MBA. He also tutored inner-city kids in Los Angeles and Washington, D.C. and led troubled teens through intense personal and physical challenges across hundreds of miles of wilderness trails and rivers.
In business school, Wes was drawn to personal finance because it offered both intellectual challenges and the ability to work with people. Following graduation, Wes joined a well-known brokerage firm as a financial advisor. He later worked as a dually registered advisor at an RIA before concluding that his mindset differed fundamentally from commission based advisors and discovering fee-only financial planning.
Wes is a CFP® practitioner who holds a Bachelor’s degree in psychology from James Madison University, an MBA from George Mason University, and an executive certificate from Georgetown University.