Wes is a Senior Financial Advisor, Investment Adviser Representative, and Bontide founder with more than two decades of experience helping individuals and families create lasting financial security. As a Retirement Income Certified Professional (RICP®), he works closely with families, business owners, and emerging professionals who value intentional planning and legacy-driven wealth.
Wes provides comprehensive wealth growth and management strategies by bringing together the financial pieces most people leave scattered. Rather than relying on a plug-and-play approach, he takes the time to understand each client’s unique goals, values, and circumstances. From there, he designs tailored strategies grounded in sound financial principles, informed by economic outlooks and market insight, and aligned with both short- and long-term objectives.
Known for being approachable, knowledgeable, and thorough, Wes has built his practice around the belief that wealth should be well structured. His firm operates with the professionalism and strategy of an established institution, while maintaining the warmth, care, and trust of a family. Clients appreciate his assured yet collaborative style and his ability to bring clarity and confidence to complex financial decisions.
Based in Tulsa, Oklahoma, Wes and his wife , Jennifer, are raising their three children and two dogs while remaining deeply connected to their community. He enjoys time outdoors fishing and hunting and actively volunteers with local organizations including the Rotary Club, the Jenks Community Food Bank, and his church.