Advice Center Blog

Posts by Wes Garner

Changing Jobs. What Should I Do With the Money in My Plan?

SUMMARY: During these uncertain times, changing jobs is something a lot of people are havi...

5 Big Problems to Solve Before You Retire

SUMMARY: If you want your money to last, if you want to live comfortably in your 60s, 70s,...

Retirement Planning for Teachers and Public School Workers

SUMMARY: Eventually, each must consider life beyond his or her career and the benefits off...

First Emergency Rate Cut By the Fed Since 2008

SUMMARY: In a move in which the timing was more compelling than the decision itself, the F...

Spring Clean Your Finances

SUMMARY: As you tackle washing windows, cleaning carpets, and sorting out the garage, don’...

The Coronavirus Outbreak Is Spreading: Markets Take A Hit

SUMMARY: News that the coronavirus has spread to South Korea, Italy, Japan, and Iran, has ...

Just Married: Newlywed Estate Planning Cheat Sheet

SUMMARY: You’re already sharing a life, now it’s time to share some important info to get ...

Saving For Retirement Through 403(b) Plans

SUMMARY: For all employers, offering retirement benefits can play a fundamental role in re...

401(k) Decisions -- You Can Take It With You

SUMMARY: This article outlines your choices for managing money that's still in a former em...

Wes Garner

Wes Garner

Wes leads a proactive Wealth Management team with 17 years of experience in the industry. He has served in both advisor and senior leadership roles within wealth management divisions, from credit unions to high net worth focused private banks. His work is driven by a desire to care about his team and clients as if they are family.