Wesley MartinAssociate Wealth Manager

As an Associate Wealth Manager, Wesley works with clients in several areas such as Investments, Insurance review, Estate Planning review, and Income Tax planning, among others. He also works closely with the Wealth Managers of the firm in preparing financial plans. Wesley graduated from Georgia Southern University with a BBA degree in Finance. After graduation he worked for a large national brokerage firm for close to two years. This experience led him to seek out a role with an independent, fee-only firm that specializes in building comprehensive financial plans for their clients. Wesley is currently enrolled in the University of Georgia Master’s program for Financial Planning and will earn his CFP® designation at the end of the program. In his spare time, Wesley enjoys spending time with his family, offshore fishing, and college football.

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