Our Team
Wes Hodges
Founder & Financial Advisor
Wes Hodges developed his second life passion during his career as a professional baseball player with the San Francisco Giants and the Cleveland Indians organizations. The highest compensated pick for the Indians in the 2006 draft, Wes experienced the uniqueness and the pressures of being an organization’s top prospect and the financial fluctuations which follow draft day.
Through that experience, Wes witnessed first-hand how hard-working and talented individuals pursuing their dreams could fall victim to common financial pitfalls; many of which were a result of counsel from financial advisors. This gave Wes his second passion - providing sound financial wisdom to high character individuals, for their lives now and for their family’s future.
Wes retired from baseball in 2012 to finish his degree with concentration in Finance from the Scheller College of Business at Georgia Tech, a top 25 business school. In 2015, Wes was hired as Player Financial Consultant for the San Francisco Giants, conducting player seminars during Spring Training and Winter Development to counsel the organization's players. Wes remains active in the game as a member of Pro Athletes Outreach, Unlimited Potential, Inc. mentoring young college and professional players as well as fellow retirees, and is currently the Chaplain of the Charlotte Knights (Chicago White Sox AAA affiliate). Prior to the Charlotte Knights he served as the Chaplain of the Gwinnett Braves (Atlanta Braves AAA affiliate). Wes resides in Charlotte and is married to his wife of fifteen years, Katie, with whom he has three children. In his spare time, Wes enjoys sports, snow skiing, and yoga.
Janet Mott
Client Service Administrator
A graduate of the University of Nebraska, Janet’s career includes over 35 years of experience in the financial industry. In Nebraska she worked for a major bank in the Midwest developing and building long lasting relationships with her clients. She has served as a Trust Administrator, Senior Personal Banker and a Financial Advisor. She prides herself in providing highly personalized customer service and support.
Born and raised in a small town outside of Omaha, Nebraska, Janet enjoys playing tennis and golf, watching sports, writing and gardening. Janet has also been active in community service events as well as in the women’s and youth groups in her local church.
Janet is married to Don, who is a member of the worship team at their local church. She enjoys spending time with her nieces and nephews and taking care of her two dogs, Sunny and Sasha.
Get in Touch
Contact us. Simply fill out the contact form or use the provided email address, and we'll get back to you promptly. We look forward to hearing from you.