Wesley brings more than 25 years of experience in the financial industry, helping hundreds of individuals achieve their financial goals. His expertise includes Social Security, Medicare, and Retirement Income Planning. He is committed to acting in the best interest of his clients at all times, believing that “success is when the client makes the right decision for them.”

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A significant part of Wesley’s career has been dedicated to educating individuals on the often complex strategies involved in retirement income planning. He has taught workshops throughout Oklahoma and Texas through the Council of Financial Educators (COFE), a 501(c)(3) nonprofit organization.

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Wesley and his wife of 37 years met while attending Oklahoma State University, where they both earned degrees in education. They have raised two children and now enjoy spending time with their five grandchildren.

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With a lifelong passion for teaching and helping others, Wesley focuses on guiding retirees and soon‑to‑be retirees in building retirement income plans that offer confidence and peace of mind— helping eliminating the worry of outliving their savings.