About Wes
Wes works with wealth advisors to open new client accounts, execute money movements, and process paperwork. He values exceptional client service and enjoys providing innovative solutions while working in a team environment.
Wes joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Before that, he was a co-op accountant at Eaton-Tripp Lite, where he serviced customers and vendors, drafted financial budgets, and prepared financial statements. The opportunity to work with 130-plus accounts from various countries provided him with the experience of working with very different cultures. His role emphasized the importance of adaptability and flexibility in delivering exceptional service to customers.
Outside of the office, Wes enjoys taking trips to National Parks or the wilderness, as he has a fondness for unexplored nature. He likes going to two new restaurants every week to build on his passion for different foods and to find hidden gems around the city.
Education and Professional Milestones
-DePaul University – bachelor’s degrees in finance and management
Wes works with wealth advisors to open new client accounts, execute money movements, and process paperwork. He values exceptional client service and enjoys providing innovative solutions while working in a team environment.
Wes joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). Before that, he was a co-op accountant at Eaton-Tripp Lite, where he serviced customers and vendors, drafted financial budgets, and prepared financial statements. The opportunity to work with 130-plus accounts from various countries provided him with the experience of working with very different cultures. His role emphasized the importance of adaptability and flexibility in delivering exceptional service to customers.
Outside of the office, Wes enjoys taking trips to National Parks or the wilderness, as he has a fondness for unexplored nature. He likes going to two new restaurants every week to build on his passion for different foods and to find hidden gems around the city.
Education and Professional Milestones
-DePaul University – bachelor’s degrees in finance and management