Wes Holt, Advisor, Coach, and Capitán
Holistic is an understatement.
Wes has the uncanny ability to help people expand horizons. He is a natural coach, encourager, and planner. You can count on a conversation going deeper than money. Wes can help you discover the ‘why’ behind what you’re doing… then help you do it even better.
Wes is on our investment committee, executive committee, and manages our Salem branch office.
Our ‘Captain,’ Wes has a passion for sailing, and enjoys weekend getaways on his sailboat (although when the weather warms up you can catch him behind the boat wakeboarding too).
Wes and his wife Paula also share a passion for personal fitness and health coaching. So, did we mention holistic?
Specialties include: Investment expertise, financial planning, health and wellness, life coaching, and a fantastic belly laugh.
