What are 3 words people use to describe you?
Positive Attitude, Reliable, and a Team Player.
What are you most grateful for?
My whole family. Especially my sister, Allison B Haupt, who had a huge heart, was always five steps ahead and loved helping family and friends.
What is the best advice you have ever been given?
Prepare, anticipate, and see around corners.
What gets you excited about life?
Too many to list…The first sip of morning coffee and making memories.
How do you define success?
Learning new skills/knowledge and then passing it on to others.
What is your proudest achievement?
My family and overcoming cancer.
What life lesson did you learn the hard way?
Life is short, enjoy what you have and live in the moment.
What was the best book you’ve read and why?
Paddle-to-the-Sea by Holling C. Holling
A young boy creates a little wooden canoe to travel the Great Lakes. The journey is filled with adventure, danger, and help along the way…much like life’s journey.
Wes Barton is a Business Development Partner with The Blueprint. Wes is focused on helping financial advisors with retirement and risk management solutions. Wes’s consultative approach is centered around understanding the needs of the advisor, understanding how they work with their clients, and then providing relevant risk management ideas they can incorporate into their client service process.
Prior to joining The Blueprint, Wes was a Deposit Relationship Manager with BBVA (2019) and spent fifteen years at Wells Fargo as a Liquidity Wholesaler and a Liquidity Advisor - covering public entities, non-profit hospitals, and higher education clients. With over twenty-two years in the financial services industry, Wes is keen on developing client relationships by listening to their needs, evaluating guidelines, and customizing solutions to meet financial goals.
Wes is originally from Connecticut and has lived in Scottsdale, AZ since 2012. Wes is married to Suzanne and has two children, Brady (13) and Ashley (11). Wes enjoys coaching his children’s teams, playing tennis, pickleball, and loves being a dad. Wes is a Real Men Wear Pink Representative for the American Cancer Society and was selected to represent Phoenix in the 2019 campaign.