Wesley has been working with Tom since 1998. (That doesn’t include all those early years as a kid of filing statements to earn a buck here and there.) He graduated from the University of San Diego cum laude in 1997. He obtained a degree in business administration with a minor in philosophy while playing 4 years of football and 3 years of rugby. After graduation he became licensed with the FINRA and obtained his insurance license.
He handles many of the day to day aspects of the client and advisor relationship. These jobs are so varied that no two days are the same. He handles the insurance cases and research on alternative investments; as well as oversees the advisory platform which handles the quarterly reports, model trading and billing. Wesley also runs the retirement plan scenarios and risk analysis projections.
At home he spends his time as the calming influence in a house full of 4 ladies. One of those lovely ladies being his wife, Jessica, who currently manages the girls' busy schedule and is a 2nd grade teacher. His other three ladies are his daughters: Morgan, Samantha, and Allison. The three little ones keep him busy swimming, judging song and dance routines, and other general shenanigans.
With the little free time he finds, he still enjoys riding his Harley-Davidson and watching Angels baseball and Ducks hockey.