Wes is a CERTIFIED FINANCIAL PLANNER™ professional. Wes provides personalized financial advice, investment planning and wealth management to help individuals, families and businesses achieve their goals. He addresses the complex issues of tax, trusts, estate planning and the sale and purchases of businesses, working with many family owned businesses. Wes has more than 30 years of experience in the financial services industry and has served in both advisory and branch management roles. He founded Martin Financial Group in 2001 and led the firm until it was acquired by Mariner Wealth Advisors in 2019. In his role as managing partner of Martin Financial, Wes was the portfolio manager of the