Our Team

Your Dedicated Financial Advocacy Team

At Kotys Wealth Professionals, we believe in the power of teamwork. When you become our client, you gain more than just an advisor—you gain an entire team committed to advocating for your financial future.

Unlike the traditional wire house approach, we see every relationship as “ours,” not “mine.” Our collaborative mindset ensures that you benefit from the full depth of our collective expertise and insights. Through frequent communication, we help you navigate complex financial decisions with confidence, ensuring you avoid suboptimal choices.

To position you for the best possible outcomes, we bring together all available resources—including attorneys, CPAs, and other financial professionals—creating a comprehensive support system tailored to your unique needs.

At Kotys Wealth Professionals, your success is our shared mission.

Join Our Team

Meet Our Team:

WESLEY KOTYS, CFP®, AAMS®

Founder and CEO

WESLEY M. KOTYS, CFP®, AAMS®

Founder and CEO

Wes has over 20 years of financial planning and investment management experience which he brings to everyone that he has the pleasure to work with. He takes great pride in being a second-generation financial adviser, and before launching Kotys Wealth Management in 2007, Wes spent nearly a decade with two major broker-dealers. Wes had one of the fastest-growing offices in the country.

Wes believes one of his purposes in life is to help people obtain and maintain a wealthy mindset, which means making wise investments, planning for future generations, and constantly moving forward in generosity. Wes has a real passion for building a solid financial plan unique to each client, in order to help make their dreams come true. Wealth in pure form is not only about money, it is a resource that allows individuals and institutions to reach long term goals.

Community involvement and education are values Wes holds very close to his heart. He graduated from Indiana Wesleyan University with a bachelor’s degree in Business Administration. Throughout his professional career, Wes has served his community in several roles and continues to be a valued member throughout the community.

On a personal note, Wes and Sarah have been married for over 23 years and have one son, Dominic, who is active in baseball and golf, so you can find Wes watching his son play. Wes enjoys staying active through hiking, fishing, hunting, cycling, golf, and tennis.

Schedule a Call

WESLEY KOTYS

Contact

219-465-6924
wes@kotyswealthpro.com

SARAH KOTYS

Chief Financial Officer

SARAH KOTYS

Chief Financial Officer

Sarah serves as the Chief Financial Officer of Kotys Wealth Professionals, where she oversees the firm's financial operations, accounting, internal controls, and strategic financial planning. With a meticulous eye for detail and a commitment to operational excellence, she helps ensure the firm remains financially strong while supporting its continued growth.

Before starting Kotys Wealth Professionals, Sarah built a distinguished career as an accountant and auditor, including serving with the Indiana State Board of Accounts, where she provided financial oversight for governmental entities throughout the state. She also brings more than a decade of accounting experience working with small businesses, giving her a well-rounded perspective on financial management and operational efficiency.

Sarah is an honors graduate of Purdue University, where she earned a Bachelor of Science in Accounting. She is passionate about supporting the firm's mission of serving clients with integrity while also fostering a culture of community involvement. Her leadership helps ensure Kotys Wealth Professionals remains committed not only to financial excellence but also to making a positive impact through local charitable and cultural organizations.

On a personal note, Sarah is married to Wes and they have been married for over 23 years. They have one son, Dominic, who is active in baseball and golf, so a lot of their free time is spent watching him doing the things he enjoys. When out of the office, Sarah enjoys cooking, tennis, golf, and traveling. She is a member of Tri Kappa-Iota, an organization whose purpose is to promote charity, culture, and education locally and state-wide.

Schedule a Call

WESLEY KOTYS

Contact

219-465-6924
sarah@kotyswealthpro.com

MEGAN MYERS, PHR®

Chief Operating Officer

MEGAN MYERS, PHR®

Chief Operating Officer

Megan joined the Kotys Wealth Professionals team in 2014 and serves as the firm's Chief Operating Officer. She oversees the day-to-day operations of the firm, leading client relations, operations, business processes, marketing, prospecting, business development, and strategic initiatives. Megan is passionate about creating efficient systems that enhance both the client experience and the team's ability to deliver exceptional service.

As a key leader within the firm, Megan works closely with every team member to ensure seamless operations, drive innovation, and support the firm's continued growth. She enjoys building meaningful relationships with clients and helping create the personalized, high-touch experience that Kotys Wealth Professionals is known for.

Megan is a graduate of Sawyer College and holds the PHR® (Professional in Human Resources) designation. Prior to joining Kotys Wealth Professionals, she built her career in the travel and banking industries. She is proud to live and work in the same community, serving clients and helping strengthen the region she calls home.

On a personal note, Megan has been married to her husband, Jason, for over 23 years and has three active children. When she is not in the office, she is most likely at a sporting event cheering on her kids. She enjoys outdoor adventures, sports, crafting, fitness, shopping, and volunteering. Megan is also committed to giving back to her community. She is an active member of Tri Kappa Iota, where she serves on the Board of Directors, and is also a member of the Valparaiso Chamber of Commerce Board of Directors, supporting initiatives that strengthen the local business community and enhance the quality of life in the region.

Schedule a Call

WESLEY KOTYS

Contact

219-465-6924
megan@kotyswealthpro.com

RYAN KOTYS

Wealth Advisor

RYAN KOTYS

Wealth Advisor

Ryan graduated with honors from Purdue University with a degree in business management and marketing. In 2011 Ryan joined the Kotys team as a Wealth Advisor. Ryan focuses on growing trusting relationships by providing guidance for clients planning for retirement and beyond. In addition, he also oversees 401k retirement plans, reviews portfolio risk management, and assists in building and maintaining formal financial plans. He also enjoys the blessing of working with family and friends.

Having overcome some personal health setbacks, Ryan is also passionate about teaming up with clients to become healthy not only financially, but physically, and spiritually as well.

Ryan is active in the community through his involvement in the Valparaiso Chamber of Commerce, Trauma Coaching Coalition, and serving in an active role within a large church family. He is also an active member of the Purdue Alumni Association. On a personal note, Ryan enjoys creative writing and staying active through golf, basketball, and cycling.

Schedule a Call

WESLEY KOTYS

Contact

219-465-6924
ryan@kotyswealthpro.com

Drew Vesling, CPA

Wealth Advisor

Drew Vesling, CPA

WEALTH ADVISOR

Drew joined the Kotys team in 2025 as a Wealth Advisor, transitioning from a career in valuation services with one of the world’s largest professional services firms.

He made the move to Kotys to use his knowledge, skills, and charisma to have a positive influence on others. Drew’s passion for personalized service ensures that clients feel supported and empowered throughout their financial journey.

He graduated with distinction honors from Indiana University, Kelley School of Business, with a bachelor’s degree in accounting and finance. Drew also holds a Certified Public Accountant (CPA) certification.

On a personal note, Drew is married to his college sweetheart, Samantha. Outside the office, he enjoys golfing, listening to live music, downhill skiing, and spending quality time with family and friends.

WESLEY KOTYS

Contact

219-465-6924
drew@kotyswealthpro.com

ERIK BAGLEY, CEPA®

Wealth Advisor

ERIK BAGLEY, CEPA®

Wealth Advisor

Erik joined Kotys Wealth Professionals as a Wealth Advisor in 2024, bringing with him 7 years of industry experience, from a large brokerage firm. Erik made the move to Kotys to enhance his offering to clients with truly independent and fiduciary advice. He has been serving clients in Folsom, CA and across the USA offering financial planning, and investment management.

Prior to working in the financial services industry, Erik spent time collaborating and consulting with organizations such as Bank of America, Eagle Global Logistics, Carmike Cinemas, Citrix, Amazon, and Cisco. Working with these firms Erik gained valuable experience in business operations and strategic planning. He is able to pull from these experiences in the strategies and planning offered to his clients.

Erik has also earned the Certified Exit Planning Advisor (CEPA®) credential through rigorous coursework and final exam. The Value Acceleration Methodology™ is learned in order to best integrate a business owner’s business, personal, and financial goals into one strategy that is executed by a team of advisors (financial, legal, accounting, etc) to advise on the best possible exit strategies.

In his personal life, Erik, and his wife Kate, are grounded in commitment to positive change and are dedicated to reshaping the prevailing model of childhood education. They co-founded a family education center rooted in Christian principles, to develop young leaders. Additionally, Erik’s vision reaches beyond the classroom, impacting Bay Area children aged 2 through 8 using the joy of soccer to instill in them principles like integrity and leadership.

Erik and Kate have two small children and reside in Folsom, CA. Erik enjoys plenty of outdoor activities like golf, hunting, or exploring the CA coast and the high Sierras.

Schedule a Call

WESLEY KOTYS

Contact

916-913-6924
erik@kotyswealthpro.com