Wes is our Asset Alignment Coordinator. In this role, Wes assists clients in aligning assets with their trust, a critical step in the process of implementing a successful trust plan that unfortunately is often missed. Wes is a client’s first point of contact when it comes to asset alignment, walking them through the process.
“Success is not final, failure is not fatal: it is the courage to continue that counts.” —Winston Churchill
Get to Know Wes
Wes was born in Albany, Georgia. He moved to Jacksonville in 2019 to pursue better career development opportunities. Wes enjoys traveling with his wife, Journie. He also enjoys gaming with his friends and hunting with his father.
