Wes Hedrick, CFP®

Wes' Story

While spending the majority of his undergraduate career interning on Capitol Hill, Hedrick learned that capital precedes policy and that if he wanted to bring about real change, learning finance and sharing his knowledge would be an effective way of doing so.

Hedrick has serious professional goals, including earning the professional designations of CFA^® and CPWA® in addition to his already earned designation, CFP®. “Designations do incredible work towards building trust between the advisor and the consumer,” said Hedrick. “These designations not only hold you to the highest ethical standards but exemplify a person who is serious about what they do and the clients that they serve.” The CPWA certification will help his practice because his client base is comprised of high-net-worth and ultra-high-net-worth individuals and families. "The CPWA hones in on planning and investment topics that are most pertinent to these types of clients. Obtaining this designation will help me continue serving these clients in the highest capacity.”

Hedrick offers this advice to new advisors, “listen, always work hard, always be fair and always be transparent.” Not just great advice for advisors, but for us all!