Felis Coles is the Head of Product and Creative behind WMBC and its team of professionals. Bringing his innate human-centric philosophy to the forefront of his professional endeavors, Felis co-founded Human Wealth™.
In a league of its own, Human Wealth™ has been pivotal in designing wealth plans that allow the firm’s clients to live their lives in fulfillment now- not just in retirement. By addressing the full spectrum of an individual’s wellbeing, the system allows for advisors to have greater empathy for their clients and therefore create more creative and impactful financial systems.
When asked for his perspective, Felis says, “I believe that inclusion is a human right, creativity can be a group effort and that brainstorming is blameless.” Felis is motivated by diversity, the flow of momentum, and fierce compassion. As a free thinker who values abstract thought, Felis has an uncanny ability to use a multidisciplinary approach to solve complex problems.
When Felis was given the opportunity to create a new brand identity for the company with the human-centric philosophy at its core, he shared, “As I peeled away layers of client experiences, I found their frustration was not resource-based, but the result of a lack of autonomy and personal contentment. As such, I spearheaded a paradigm shift in wealth management that reshaped the entrenched value from one of pure financial gain to one that recaptures our clients’ genuine needs.”
Felis graduated from Brigham Young University with a Bachelor of Science degree in Advertising.