Based in Los Angeles, Mr. Wesson is a is fully licensed by California’s Professional Fiduciary Bureau. He offers highly personalized professional fiduciary services across a wide range of practice including Trustee (private, court appointed, corporate, charitable), Estate Executor/Administrator, Probate Administrator, Conservator of the Estate, Conservator of the Person, Attorney in Fact, Representative Payee, as well financial analysis for legal disputes. He holds a certificate in Professional Fiduciary Management – for Trustees and Conservators – from California State University, Fullerton, in addition to a BA degree with honors from Middlebury College in Vermont.
Mr. Wesson’s professional experience includes fourteen years as Partner/CFO for an independent business with annual sales of over $15MM. Duties included oversight of bookkeeping, leasing, payroll, project bidding, accounting, human resources, and legal affairs. Previously he was a partner in a private real estate lending company and has financial consulting and organization experience for family law and estate attorneys and their clients in preparation for court submissions and resolution conferences..
In these roles, Mr. Wesson has gained extensive experience in overseeing and managing a wide variety of assets classes including investments with wealth advisors and real estate, both commercial and residential.
Real world experience includes managing all personal and financial needs for a disabled family member, giving Mr. Wesson great sensitivity to the special needs of the people he serves. In complicated family issues, Mr. Wesson can step in as a neutral and non-judgmental third party and help create a path to resolution or manage affairs for family members who are having difficulties handling these issues on their own. In disputes before the court, Mr. Wesson can serve as a neutral to marshal and protect the assets until a legal resolution is reached.