Bio
With over 20 years of experience in the financial services industry, Wesley Whamond, MBA, CFP®, CPFA®, is a financial advisor on Sikich’s wealth management team. Wes has a passion for partnering with clients to navigate the financial world. In his role, he takes an encompassing, goals-based approach to tailor solutions to the needs of his clients. Wes has in-depth expertise in financial planning, investments, financial education and portfolio reviews. He works with clients from all backgrounds, guiding them along their financial journey.
PROFESSIONAL LICENSES
Certified Financial Planner (CFP®)
Certified Plan Fiduciary Advisor® (CPFA®)
Financial Industry Regulatory Authority (FINRA) Series: 7, 24, 63, 66
EDUCATION
Master of Business Administration, North Central College
Bachelor of Science, Finance, North Central College
