Wesley plays a key role at Heritage Wealth Advisors by overseeing and optimizing the core functions of the Operations Team while serving clients directly as their dedicated investment specialist. His responsibilities include performance reporting, data management, portfolio analyses, and client support.

Wesley joined Heritage from Mangham Associates, where he worked as an Analyst. Previously he worked at BTR Capital Management, Inc. in San Francisco, and Capital Analysts of New England, Inc. in Massachusetts.

Wesley earned his B.S. in Finance from Bentley University in Waltham, Massachusetts.

He is a community outreach volunteer with VERP (Virginia Eviction Reduction Pilot) in the Charlottesville and Albemarle areas.

Wesley enjoys cycling, playing pickleball, and reading in his free time.