Wesley Burns, CFP<span>®</span>, CLU<span>®</span>

Wesley Burns, CFP®, CLU®

President and Lead Advisor

Wes has been helping clients work toward financial independence since 2007. His passion is in helping others dream big about their financial legacies, and building a roadmap to help them get there. Early in his career, he established himself as a leader in the industry, and has over the years helped build a world-class team to service a growing number of clients. Wes is a graduate from Seattle University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) and the Chartered Life Underwriter (CLU®) designations.

Outside of work, when he’s not golfing or in a board meeting for the Safe Crossings Foundation, he spends as much time as possible with his wife, Kelli, and their two children, Skylar and Jordan.

brokercheck.finra.org

15 Years of Experience