Get to know my dedicated team

Clients of Wesley Davis entrust him to help accomplish their goals and achieve their dreams through sound, strategic financial and life planning. Wesley has partnered with like-minded colleagues and professional staff to ensure the delight of his clients at every interaction.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Photo of Private Wealth Advisor Keith Spengel

Keith Spengel

CLU®, CLTC®, CFP®

Private Wealth Advisor

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Photo of Private Wealth Advisor Alec M Shunk

Alec M Shunk

Private Wealth Advisor

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Photo of Partner and Wealth Management Advisor Ian Freeman

Ian Freeman

CLU®, ChFC®, CASL®, AEP®

Partner and Wealth Management Advisor

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Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.