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Intentional, tailored wealth planning that triggers clarity and inspires confidence.


Your Personal CFO

We provide integrated wealth advisory services to families and individuals who desire more than traditional investment management. Our process considers a broad range of variables across multiple areas in order to systematically address and manage your personal and financial goals and aspirations.

Unconflicted Advice

The most important characteristic of our service is a core commitment to the fiduciary standard. That means we put your interests first - always. We don’t earn investment commissions. We don’t charge hidden fees. And, we represent no one but you. Period.

One of a Kind Experience

At the foundation of every client relationship is the development of a comprehensive and dynamic financial plan that is as unique as you are, designed to cover all the important details of your financial life, enabling clarity and confidence for the future.

Pairing world-class service with down-to-earth conversations.

Wes Brown, CFP®, EA Photo

Wes Brown, CFP®, EA

Founder & Principal
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Wes founded CogentBlue Wealth Advisors to provide objective, multidimensional financial advice to clients looking for help with their wealth management needs.

Wes spent nearly six years in personal tax before pursuing comprehensive wealth management in 2007. Wes holds a Bachelors degree in Business and Psychology with a Minor in Music, and is a CERTIFIED FINANCIAL PLANNER™ and Enrolled Agent with the IRS. Wes has been quoted several times in various media outlets and has written extensively on topics centered around the intersection of money and life.

Wes' personal interests include spending time with his wife and three kids in the mountains of Tennessee or on the coast of Maine.

Eric Stein, CFA Photo

Eric Stein, CFA

Chief Investment Counsel
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Eric Stein serves as the Co-Chief Investment Counsel for CogentBlue.  Currently a Partner with East Bay, his past experience includes serving as a Vice President at Goldman Sachs Asset Management and Chief Investment Officer for RSM U.S. Wealth Management. 

Eric is a proud graduate of Indiana University where he earned a B.S. in Finance. Eric also earned the Chartered Financial Analyst (CFA) designation in 2001 and continues to stay involved in the local society. Eric has been quoted several times in the Wall Street Journal and has written extensively on topics covering asset allocation, manager due diligence as well as having covered many different economic events.

Eric assists CogentBlue with portfolio oversight, investment due diligence, and the development of the firm's investment models. In his spare time, he enjoys traveling with his wife, Laura, and their two sons, Scott and Jack.  Eric is an avid cyclist and includes finishing a Half-Ironman as one of his greatest athletic accomplishments. He is based in Charlotte, NC.

Tonia Brownlee Photo

Tonia Brownlee

Client Service Specialist
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Tonia joined CogentBlue in 2019 to provide administrative and operational support. Also known as the “Coordinator of Awesome”, she works tirelessly to ensure the delivery of exceptional client care. 

Previously, Tonia had a long career in education, most recently as adjunct faculty for a local Knoxville college. Originally from Virginia, Tonia holds a B.A. in English and a M.A. in Education from the University of Tennessee. 

Tonia is the mom to three extraordinary, horse-loving girls and two crazy, adorable puppies. Outside of the office, Tonia tries to spend as much time as she can in the sun and on the water with family and friends.

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Get in touch with us.

Whether you're ready to explore partnering together or just have questions about our services, we'd love to hear from you.