Professional
Having come from two industries which customer service was paramount, Wes works well with individuals in any stage of their financial lives. His business model is designed to help people put procrastination at bay and act towards planning their financial dreams. Wes will dig deep and ask courageous questions that will help clients uncover what actually matters to them most.
“If the shoe was on the other foot, I'd want someone to make sure that me and my family were okay in any situation too.”
Achievements
- 2018 Eastern Regional Speaker
- Northwestern Mutual's New Client Leader 2015
- New Client Leader - Eastern Region 2014, 2015, 2016
- 200+ Lives Touched a year
- CLTC Designation
- Million Dollar Round Table 2014 Qualifier
- Lives Leaders Qualifier
- Top 3 in Platnum at Eastern Regional 2014
Years of Experience
Representing Northwestern Mutual since 2010.
Education
| Degree | Major | Institution |
|---|---|---|
| Bachelor of Science | Business | SUNY Stony Brook |
Awards and Recognition
Million Dollar Round Table Qualifying Member 2014
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT