Wes Preece

Family Tax Associate

• What path led you to wealth management?

• My Family and most of the prominent figures in my life have stressed the importance of financial literacy, so I wanted to be able to provide this education for other individuals and families.

• Why did you join TFO Phoenix?

• I joined TFO Phoenix because it was the perfect crossroad between my financial and tax experience. Coupled with TFO Phoenix’ personalized family office approach, it allows me to make deeper personal connections with the clients we work with.

• What most excites you about your work?

• The ability to offer my professional experience to help families reach their financial goals is what excites me the most. Connecting wealth and purpose is what TFO Phoenix is all about and I share their passion for this.

• What has been your most rewarding career experience?

• Helping a family business redo their books and amend their tax return done by a prior CPA which helped them save over $100k. This was an extremely rewarding career experience where I felt I had a real impact on a client’s life.

• What do you enjoy most about your role at TFO Phoenix?

• As a Tax Advisor, I get to help our clients and the TFO Phoenix team build the tax plan, and eventually the tax return from the ground up, as well as serve as the initial contact for all their work.

• What personal accomplishments are you most proud of?

• I was a Division 1 football player during my time at UC Davis and during my Senior year, I earned the honor of Big Sky Academic-Athlete of the year. This was an important award for me because I earned recognition for my hard work both on the field and off.

• Why should families connect wealth and purpose?

• By connecting wealth and purpose, families are better able to construct a plan for their future goals and aspirations to not only help them, but potentially for their future generations to come.

• Education and accreditations

• Bachelor’s Degree in Managerial Economics with an emphasis in Business Finance from the University of California, Davis

• What do you like to do outside of work? What’s your favorite way to spend a weekend?

• When not working, I spend my time playing pick-up basketball or football in order to stay active.When I want to relax, I will be with friends and family doing any number of fun activities.

• What are some of your biggest influences?

• Family will always be the biggest influence in my life. I have been lucky enough to have a family who looks out for my best interests and prioritizes my individual growth.

• What are the most important lessons you’ve learned in life?

• Some of the most important lessons I have learned in life are to not be afraid of failure, and that comparison is the thief of joy. Walk your own path and don’t be fettered by failures or others’ opinions.