Wesley, joined the Linea Private Wealth Management Team in 2020. Over the past few years, he has earned his Certified Financial Planner ™ (CFP®) designation, along with his Series 7, 63 held at LPL Financial Services and 65 held through IFG Advisory, LLC. His goal is to deliver professional wealth management through sound advice. By using the firm’s proprietary Linearoadmap® process, Wesley helps clients by guiding them through a process of demonstrated strategies that map out a personalized path to the future they desire. Important areas include income strategies and risk management, to retirement, education, and investment planning. He believes that we can assist you in making financial and investment decisions that positively impact your family now and in the future.
He began his career in the financial services industry after graduating from Georgia Southern University in 2016, where he obtained his Bachelor in Finance with a minor in Information Systems. Wesley currently lives in Buckhead and likes to spend time with his friends and family. He is very active and likes anything to do with sports, whether it is watching Georgia football or participating in softball leagues. He lives for southern weather and loves to be out in the sun whether it is on the boat or on the beach.