A 35-year veteran of the financial services industry, Mike leads the group’s wealth management practice. He is a CERTIFIED FINANCIAL PLANNERTM professional, and focuses on comprehensive wealth management planning, asset allocation, risk management, and trust, estate, and legacy planning strategies. While He does not provide tax or legal advise he is happy to coordinate with his clients' tax and legal advisors. Mike is a former scoutmaster, is the past senior warden of his church, and is an aspiring golfer. Mike is a graduate of Appalachian State University. He and his wife, Kim, a small business owner, have two sons and two grandsons.
After serving as a senior aide to three members of Congress, Wes joined the Climer Wealth Management Group in 2011. He guides the group's approach to geopolitical and policy risks, and is responsible for investment analytics and portfolio construction. Wes serves on the executive committee for the local Boy Scouts, is a Rotarian and active member of his church. He is a graduate of Furman University. He and his wife, Martie, who is an attorney, live in Rock Hill, SC, with their two sons, Jack and Monroe.
With over 20 years of experience in the financial services industry, Jane is the logistics hub of the Climer Wealth Mangement Group. She manages the groups’ administrative operations and delivers seamless service to the families we serve. Jane and her husband, Scott, a mining company executive, live in Mount Holly, NC, with their children and grandchildren nearby. Jane is active in her church, and enjoys reading, walking, and visiting her family’s home in Boone in her spare time.
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