Wesley Whamond, MBA, CFP®'s Linkedin Analytics

With over 20 years of experience in the financial services industry, Wesley Whamond, MBA, CFP® is a financial advisor focused on providing a comprehensive goals-based approach tailored to the specific needs of his clients. Wes has in-depth expertise in portfolio reviews, financial planning and financial education. He works with clients from all backgrounds, assisting them with their financial planning needs. Advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. Securities offered through Triad Advisors, Member FINRA and SIPC. Triad Advisors and Sikich Financial are not affiliated.