Weston came to wealth management the long way around, and his clients are better for it. After graduating from Southeastern Oklahoma State University with degrees in Business Management and Environmental Safety and Health, he started his career in the corporate oil and gas industry before going out on his own. He founded, grew, and sold two businesses, and that experience gave him a working understanding of what financial decisions actually feel like when it is your own money, your own payroll, and your own future on the line. After selling his most recent company, he moved into wealth management full time and has not looked back.
Today, as a Fiduciary Advisor with Trajan Wealth, Weston brings five years of financial services experience and holds the Series 7, Series 66, Series 63, and Series 6 licenses, along with property and casualty and life and health insurance licenses. That range lets him look at both sides of a client’s picture: growing what they have built and protecting it. As a fiduciary, he is required to put client interests first, and he does that by explaining his reasoning in plain language so clients can make informed decisions rather than simply take his word for it. He enjoys working alongside individuals and families as they define their goals and plan for what matters most.
Weston grew up in Chickasha, Oklahoma, a small town about an hour southwest of Oklahoma City. He and his wife now live in Edmond with their two young children, a daughter and a son. Outside of work, he is an avid outdoorsman who fishes, hikes, hunts, golfs, works around the farm, and takes any excuse to spend time outside.
Weston's Hometown
Chickasha, Oklahoma
Favorite Food
Wild game
Favorite Sports Team
Oklahoma University Football
Quote
“Nothing in this world can take the place of persistence.”~ Calvin Coolidge
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