Wes Snell*

Wes Snell*

Associate, CLU, ChFC

Phone: (801) 446-3298
Fax: (801) 606-3444
Mobile Phone: (801) 599-8971

Wes Snell's career in the insurance and financial services industry began in 1978.  He has a Bachelor of Science degree and has earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant.

Wes focuses primarily on the needs of small business owners, professional clients, as well as high net worth individuals.  He specializes in sophisticated estate planning strategies, wealth accumulation, employee beneifts, and reducing tax obligations.

His extensive background and knowledge of the financial services industry allow him to provide services designed to:

  • Avoid and/or reduce taxation
  • Establish business succession or exit strategies
  • Preserve wealth
  • Create sound investment strategies that help meet clients' short and long-term objectives
  • Reduce estate taxes

Working in partnership with other advisors, Wes utilizes a team approach to design custom financial strategies that address the client's goals and objectives.

He is past president of both the Salt Lake and Utah Association of Insurance and Financial Advisors.  Wes has also served on the board of the Society of Fiancial Service Professionals and is a Life and qualifying member of the Million Dollar Round Table.

Wes and his wife, Sheri, reside in South Jordan and have five children.  He is very active in his community, church, and other charitable organizations.