Wesley Barnes is a Financial Advisor, the Chief Operating Officer and Partner at HighTower Great Lakes, specializing in individual estate planning, investment, retirement, education and tax planning, and life and health insurance for professionals and their families.
“Our process is to independently assess and utilize investment strategies that are best suited to each individual, family or institution we serve.”
Wes’s responsibilities include preparing a customized wealth management plan for each client and then assisting them to proactively implement, monitor and revise the plan as their situation, the economy and tax laws change. Through sound processes and procedures, his efforts are designed to help ensure clients’ investments keep pace with the changes in their lives.
Wes started his career in financial services with the Valparaiso HighTower Great Lakes team in June 2008, just before the team joined HighTower in September 2008. From September 2011 to May 2013, he was on active duty as an officer in the United States Marine Corps. Wes rejoined the team in June 2013 after returning from a deployment to Afghanistan serving as a Rifle Platoon Commander. Wes is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and he holds his Series 7 and 66 licenses.
Wes enjoys spending time being active with his wife, Marissa, and they are looking forward to welcoming their first child in August.