Securities offered through Registered Representatives of NFP Securities, Inc. (NFPSI), Member FINRA/SIPC.
Investment Advisory Services offered through Investment Advisor Representatives of NFPSI.
Lone Star Retirement Services & The 401(k) Concierge are not affiliated with NFPSI.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.
Allison Kaylor Rebecca Usher Laura Eichholtz Ryan Williams
Work History
After graduating from college in 1999, Wes moved to San Antonio to begin his career in the investment/securities business.
For the next three years, he began building his client base and developed working relationships with each of them, all of which he continues today.
Quickly moving through the levels of entry and outperforming the mandated goals set by his firm, he was appointed to be a mentor for new employees coming into the firm. With these new duties now included in his business, he learned to balance the critical activities that spurred his enterprise to another level.
In late 2002, his entrepreneurial spirit moved him to look at new platforms of service for his clients. Wes decided that giving his clients independent assistance with their investments was more of a forward looking focus and definitely something he wanted to achieve.
Moving his business to an independent channel, he was now able to offer a multitude of investments, investment planning and more, expanding his book of business rapidly.
Currently, Wes has assets of more than $150 million under management, which include both his private clients and the retirement accounts of over 50 different companies.
He also is a Branch Manager and maintains relationships with other registered financial representatives working in his office.
Wes is a Registered Representative and an Investment Advisor Representative with NFPSI. Interests & Hobbies Being an avid automobile enthusiast, Wes rekindled the Ferrari Club of San Antonio (President 2005 - Present), and is active in many club events, fundraisers, and rallies. Travel
Some of Wes's favorite places to travel are New York City, New Orleans, Sonoma, Belize, Germany, Italy, Spain, and France.
