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Wes SorensenVice President of Investment Services

Wes Sorensen

Vice President of Investment Services

With over 15 years of financial services experience and a commitment to helping people just like you plan for your financial goals, Wes Sorensen brings experience, creativity and understanding. In addition to helping businesses and other organizations find a retirement plan solution and other group benefits programs, Wes specializes in retirement planning by working with plan participants to provide education on their employer provided benefits and how it all integrates into their personal financial strategies.

Bachelor of Arts in Secondary Education & History from William Jewell College Holds both FINRA Series 7 and Series 66 securities registrations with LPL Financial and is Life/Health and Disability insurance licensed.

Wes is married, has four kids and as a native Texan, he enjoys spending time with his family and friends including activities such as taking his kids fishing, teaching and coaching them in baseball, golf, basketball and football. He is an avid sports enthusiast who also raises sheep, goats, chickens and bees.

We don’t represent a group of investment products, we represent you.

Office Location:

1241 Southridge Ct. Ste 104
Hurst, TX 76053