With over 24 years in the Financial Services Industry, John Kevin Wessels has continuously demonstrated his passion for service and has been recognized on local, regional, and national levels for these efforts. John’s record shows that he consistently performs with unmatched competence, warm interpersonal skills, and attentive problem solving to ensure his clients—families, businesses, unions, trusts, estates, and family offices—meet their short- and long-term goals and objectives.
Originally from New York, John began his calling at Northwestern Mutual after graduating from Ithaca College. Throughout his career, which has included positions at Merrill Lynch and ZT Wealth, John has built and managed investment advisory platforms, broker/dealers, and insurance agencies, as well as developed and conducted industry training for products, processes, and opportunities for the Financial Services sector. Most importantly, John exhibits enthusiasm and pride in guiding others through life’s financial maze in an honest and ethical manner.
Throughout his extensive experience operating and managing diverse business units, John has consistently recognized potential shortcomings from the standpoint of effective planning—which led him to open Wessels Financial Services LLC. This true full-service, holistic planning firm can serve any client in any capacity needed, from healthcare management to legacy and estate planning, from risk management to retirement planning.
In his spare time, if not working with one of the many non-profits who he has supported—including the Cooley’s Anemia Foundation and the Canine Companions for Independence—he enjoys traveling, spending time with family, and playing with his five dogs.
