With over 20 years of experience in the financial services industry, Wesley Whamond, MBA, CFP®, CPFA®, is a financial advisor on Sikich’s wealth management team. Wes has a passion for partnering with clients to navigate the financial world. In his role, he takes an encompassing, goals-based approach to tailor solutions to the needs of his clients. Wes has in-depth expertise in financial planning, investments, financial education and portfolio reviews. He works with clients from all backgrounds, guiding them along their financial journey.
Wes joined the Sikich wealth management team in 2020.
Service Areas
- Wealth Management, Sikich Financial
Professional Licenses
- Certified Financial Planner (CFP®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- Financial Industry Regulatory Authority (FINRA) Series: 7, 24, 63, 66
Education
- Master of Business Administration, North Central College
- Bachelor of Science, Finance, North Central College
Investment advisory services offered through Sikich Financial, a Registered Investment Advisor.
