Given the opportunity to return to his hometown, Wes joined LeConte Wealth Management in January 2022 as a Tax and Planning Specialist. With a solid educational background and extensive experience in the financial industry, Wes brings a wealth of knowledge and expertise to the firm. He holds a Bachelor of Science in Business Administration majoring in Finance from the University of Tennessee-Knoxville, a Master of Business Administration from the University of Tennessee-Chattanooga, and completed the Certified Financial Planner™ (CFP) certification in July of 2021, becoming a CFP Professional. Wes also holds Series 6, 7, and 65 licenses.

During his time in the Nashville, TN area, Wes gained practical experience working at multiple Registered Investment Advisors (RIAs) for over 4 years. He fulfilled various responsibilities including asset management, investment due diligence, 401(k) administration, meeting preparation, and financial planning.

In his current role as a Tax and Planning Specialist, Wes leverages his expertise and meticulous attention to detail to assist clients with tax preparation, navigate complex planning requests, optimize investment portfolios, and develop comprehensive financial plans tailored to client’s specific needs and goals.

Since returning to Maryville, Wes has actively engaged with the United Way of Blount County, where he served as a Champion. He eagerly looks forward to increasing his involvement within our community in the future.

Outside of his professional pursuits, Wes is a passionate Tennessee Volunteers fan and enjoys traveling across the country to support the team when taking on their foes. Additionally, he takes pleasure in following the sport of tennis. Depending on the season, you can find Wes either spending time on the lake with his family and friends or exploring the wonders of the Great Smoky Mountain National Park.