Wesley M. Camp MBA, CFP

Wes Camp is a financial planner and personal advisor to individuals, families, and small businesses.  He is a qualified financial consultant with broad experience in Investment Advising, Financial Planning, and Commercial Lending.  He has achieved the Certified Financial Planning designation, is an Investment Advisor Representative and holds Series 6, 7, 24, 63, and 65 Securities, and Life and Health Insurance Licenses.  He received his Master of Business Administration in Finance from the University of Dallas and graduated from Mississippi State University with a Bachelor of Business Administration and Finance.  He entered the financial services industry in 1985 and has progressed from financial accounting, to consumer and commercial lending, to financial planning, and finally to Branch Manager and Principal. 

As a financial advisor, Wes develops customized personal financial plans.  Wealth accumulation, retirement and estate planning, education funding, pension design and insurance structuring are key aspects of his financial advice.  As a coordinator and team leader, Wes works with other professionals such as CPA's and attorneys to provide each client help in obtaining appropriate professional services. 

His goal has always been to provide the most consistent, honest and timely support to his clients in a beneficial manner to pursue their goals.