69. Meet Wesley Barnes of Hightower Great Lakes – With Wesley Barnes

By thewealthstreampodcast | July 28, 2021

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Samantha Pietruszynski is in the hot seat today, she’s kicked Tim out of the interview chair! She is an associate wealth advisor for Hightower Great Lakes and she has brought along Wesley Barnes, Chief Operating Officer of Hightower Great Lakes.

In this episode, Samantha introduces us to Wes, we learn about his journey to becoming a CERTIFIED FINANCIAL PLANNER™ professional and more. Wes shares the challenging side of helping people with their financial needs, and how being a CFP® professional has helped him grow professionally.

Wes discusses:

The most challenging aspect of being a financial advisor
How he has developed as a professional, and why he’s constantly focused on improving his communication skills
His advice for next gen advisors looking to work in an ensemble firm
His perfect, ideal client
And more

Connect With Samantha Pietruszynski:

Connect With Wesley Barnes:

About Our Guest:

As Chief Operating Officer, Partner at Hightower Great Lakes, Wes Barnes oversees operations for the firm and provides comprehensive advice and support for professionals, business owners, and their families including investment, retirement, college funding, estate and life insurance planning, and tax planning.