Wesley A. Siebert, BSP
Financial Representative, Principal Securities Registered Representative, Financial Advisor
Wesley believes that your financial health is equally as important as your physical and emotional health. He understands that often, the topic of finances is a stressor for individuals, families, and businesses. Wesley wants to help his clients ease that stress and establish well thought out goals and a path towards achieving them. Throughout his 14 years in the industry, Wesley has focused his career on two primary groups: Closely held business owners and their employees and individuals looking to prepare for retirement. For his business owners and employees this work often focuses on 401(k) Plan, Group and Voluntary Benefits. For his Pre-Retirees, these conversations usually focus on how to prepare for when “Every day is a Saturday.” He utilizes a process-based approach that is not driven by products but rather a series of conversations and clear communications to create goals while establishing the strategies, paths, and resources needed to accomplish them.
Wesley holds his FINRA 7 & 66 securities registrations as well as his Life & Health Insurance License. He attended the University of Nebraska Omaha where he studied French. Wesley was a LILI (Life In Leadership Institute) in 2019.
Wesley is the proud parent of three and is involved in his community through several Non-Profits including Conservation Fusion where he sits on the Board of Directors. For the past 6 years he has held the Membership Chair for NAIFA. In his free time, he is an avid snowboarder and loves to attempt “playing” the game of golf.
1555210-042021