Wesley serves as a primary point of contact for Willow Street clients, working closely with families and their advisors, including legal, tax/accounting, investment, and banking leads. He is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Wesley brings a strong sense of client centricity and thought partnership to his role.
Prior to joining Willow Street, Wesley spent over 10 years in client services at trust and financial institutions including Laurel Trust Company, Whittier Trust Company, and Wells Fargo Private Bank. He holds the Certified Trust and Fiduciary Advisor (CTFA) designation from the American Bankers Association, a course of study that hones the technical skills and competencies required to perform complex trust administration responsibilities. Wesley played an integral role in establishing the Nevada Tax and Trust Conference and the Nevada Fiduciary Association in 2024.
Wesley earned his BA in Trust and Wealth Management from Campbell University and his MBA in Finance from Colorado State University. Outside of work, he enjoys podcasting, reading, traveling, and hiking.
