For the past 20 years, Wesley has assisted families in protecting and growing their assets. He entered the insurance industry in 1995, offering Long-Term Care insurance. Over the years, he heard many stories from his clients and their families of their finances being decimated by the 2000-2003 stock market correction. To help them 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 his Series 65 and is a financial educator in his community.
Wesley specializes in long-term retirement income planning with an emphasis on coordinating all sources of income to meet a retiree's objectives during their retirement. He is passionate about helping families understand their financial future.
Wesley is a native of Charlotte, NC, but has relocated to Greensboro, NC to be close to his two sons and his grandchildren. He and his wife, Sally, recently celebrated their 47th wedding anniversary.