Wesley is a Partner and Financial Consultant with the Cornerstone Financial Group. As an Investment Advisor Representative of Commonwealth Financial Network®, he assists his clients in creating and implementing comprehensive financial plans that address the following coordinated areas: investment management, retirement income strategies, wealth transfer strategies, life and long-term care insurance planning, and charitable giving solutions. Many of his clients are physicians, lawyers, and business owners.
Prior to joining the Cornerstone Financial Group, Wesley was a Financial Consultant at MCF Advisors. Prior to MCF, Wesley worked as an Audit Senior at Deloitte for four years. Wesley earned his Bachelor’s degree in Accounting in 2009 and his Masters of Science in Accounting in 2011 from the University of Kentucky. He is also a Certified Public Accountant.
In his spare time, Wesley is either playing with trucks with his young son, holding his daughter, or relaxing with his wife. Wesley also enjoys mentoring in the Ocean Accelerator program.