Wesley Botto, CPA^®, CFP^®

As a CPA and CFP^® professional, with undergraduate and graduate degrees in accounting, Wesley knows the details that need to be in place to help clients achieve their goals.

His clients include physicians, lawyers, business owners, and other professionals. He works with business owners and the HR departments within larger companies to make sure the employees fully understand the benefits that are being provided for them. There is nothing better than helping a family properly align their objectives with their strategic actions.

Wes has four young kids, so between work and family, there is not much discretionary time, but when there is, you can find him cheering on the UK Wildcats or drinking bourbon. If you’re looking for the next bottle to add to your collection, ask Wes about his favorite.

Wesley also gives back to the community by serving in various positions including Treasurer on the Rotary Club of Cincinnati, a Trustee and President of the Foundation of the Cincinnati Rotary Club, and has served on the Board at the Emergency Shelter of Northern Kentucky. In 2024, Wesley was recognized in the Cincinnati Business Courier's Forty under 40 list, which celebrates young professionals who are shaping the future of Greater Cincinnati's business community. In 2024 he also won the AICPA's Standing Ovation award. The AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement.

What do you love about your job?

Wes: “I love being a part of clients’ lives – through the highs and lows and everything in between. It is a sacred position to help clients make some of their biggest decisions. It is very rewarding to be a part of those conversations.”

2024 Forty under 40, created by Cincinnati Business Courier. Presented in July 2024 based on data gathered in 2024. About 400 advisors were considered, 40 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.bizjournals.com/cincinnati/c/courier-2024-forty-under-40-winners-collection.html

2024 AICPA Standing Ovation Award, created by American Institute of CPAs and Personal Financial Planning. Presented in May 2024, the AICPA’s Standing Ovation program recognizes young CPAs who exhibit exemplary professional achievement in personal financial planning, business valuation and forensic accounting, and information management and technology assurance. About 8 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.aicpa-cima.com/resources/article/pfp-standing-ovation-recognition-program