MBA - Support Advisor

Wes joined FMB as a Support Advisor in June of 2018. Previously, he worked for Edward Jones as a Financial Advisor, where he performed financial planning and asset management for families and businesses. Wes graduated from Chapman University with a degree in Business Administration in 2013, and completed his Masters of Business Administration with an emphasis in finance in 2014. Outside of the office, Wes is passionate about sports and the outdoors. Growing up, Wes was active in Boy Scouts, where he achieved the rank of Eagle Scout. He currently serves as an adult leader in his local troop, and helps organize community service and philanthropic events.  

 

The FMB Advisors Blog

An Evidence-Based Approach to Sustainable Investing

7/19/18 Part I: Setting the Sustainable Stage                              If there’s one trait most of us share, it’s a desire to make the world a better place. No wonder there’s so much interest in sustainable investing. Who wouldn’t want to try...

The Impact of Inflation

6/21/18 When the prices of goods and services increase over time, consumers can buy fewer of them with every dollar they have saved. This erosion of the real purchasing power of wealth is called inflation. Inflation is an important element of...

It’s Time to Get Serious About Your Happiness

5/24/18 There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work...

Sailing with the Tides

4/17/18 Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-...

10 Things To Do Right Now While Markets Are (Not Really) Tanking

  4/02/18 “This is a test; this is only a test. Had this been an actual emergency …” The truth is, the markets are not tanking as we write this piece. In fact, overall market temperatures have been so mild for so long, many newer investors have...