Specialties: Wes provides investment advice, and helps clients build differentiated portfolios and robust wealth plans. He also assists with business development and operations.

Experience: Wes previously held various roles at Merrill Lynch as an advisor, retirement plan specialist, and service associate. He continued his advisor experience serving clients at a credit union in San Diego before joining Hollencrest.

Qualifications: Wes graduated from Arizona State University with a B.S. in Political Science. He has passed 7 & 66 exams and also holds his California life and health insurance licenses.

Interests: Wes played NCAA division 1 lacrosse for Manhattan College in New York City and Arizona State University, where he held several board positions within the team including Vice President. He enjoys winter sports, football, and has both classical and modern experience as a musician.