Wesley has been assisting families to protect and grow their assets for 20 years. He entered the insurance industry in 1995, offering Long-Term Care insurance. When meeting with families age 55 and higher, he heard many stories of how their finances had been decimated by the 2000-2003 stock market correction. To help families protect and grow their assets safely, Wesley added low risk and low volatility investment strategies for his clients. Wesley is an Investment Advisor Representative representing Brookstone Capital Management, LLC (BCM), a registered Investment Advisor. He holds a Series 65 investment advisor representative securities license.
Wesley's specialty is long-term retirement income planning with an emphasis on coordinating all sources of income to meet a retiree's income objectives over their 25-40 year retirement.
Wesley is a native of Charlotte, NC. He and his wife, Sally, recently celebrated their 42nd wedding anniversary.