Your life. Your wealth. Your future.

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As a Portfolio Manager and Certified Financial Planner professional, Wes Sutton has served the comprehensive wealth management needs of families, business owners, corporate executives and charitable foundations since 2003.

Wes holds a Bachelor’s degree in economics, with an emphasis on finance and accounting, from the University of California at Irvine (UCI) and was awarded the Certified Financial Planner designation from the CFP Board of Standards, Washington D.C. He and his wife, Jamie, live in Laguna Niguel with their two daughters, Olivia and Piper. Aside from family and business, Wes’s interests include classic cars, baseball and golf as a board member at El Niguel Country Club.

• University of California at Irvine (UCI), Bachelor’s degree in economics, with an emphasis on finance and accounting

• Senior Portfolio Manager
• CERTIFIED FINANCIAL PLANNER®

• CA

Since beginning his career in 1983, Tom Sheffield has been singularly focused on helping his clients reach their financial goals. 

Tom earned a Bachelor's degree in economics from the University of California at Los Angeles (UCLA) where he played on the Bruins football team. Tom is an avid golfer and member of El Niguel Country Club. He lives in Laguna Niguel with his wife, Ruthie, and has two sons, Brendon and Jack.

• University of California at Los Angeles (UCLA), Bachelor's degree in economics

• AR
• AZ
• CA
• CO
• FL
• GA
• KY
• MD
• MT
• NC
• NJ
• NV
• OR

As a Senior Registered Client Service Associate and integral part of the team, Jamee Rush leverages her nearly 20 years of financial services experience to expertly deliver Sheffield & Sutton Wealth Management's signature client experience.

Jamee earned a Bachelor’s degree in business economics from the University of California at Santa Barbara (UCSB). She lives in Dana Point with her husband, Shawn, and son, Charlie. Jamee’s interests include water skiing, hiking and participating in 10k runs.

• University of California at Santa Barbara, Bachelor’s degree in business economics