Wes McCrimmon

Wes McCrimmon has a robust background in the financial services industry, with a career spanning over 18 years. Currently serving as an Internal Sales professional at Potomac Fund Management, Inc. since May 2024, Wes previously held the position of Financial Consultant at JCG Advisory Partners and Opportunity Financial Services, focusing on comprehensive financial planning, wealth management, tax, and estate planning. Prior experience includes strategic roles at NCompass Partners, Franklin Square Capital Partners, Deutsche Asset & Wealth Management, and JPMorgan Chase, covering areas from business development to client service. Wes began the career in the mortgage sector with Kemper Mortgage Inc., demonstrating leadership and operational management skills. Wes holds a Bachelor of Science degree in Finance from the University of Idaho.