As a Financial Advisor, Max is dedicated to helping his clients meet their financial needs. For over 31 years, Max has been instrumental in guiding his clients through all phases of investment planning. Whether it is planning for retirement, saving for children’s or grandchildren’s education, or preserving wealth, Max can help.

Before entering the financial services industry, Max served as an officer in the United State Air Force as an Instructor Pilot, in the HH-53 helicopter and the KC-10 tanker aircraft. While serving in the military, Max earned his Masters of Finance degree from Webster University.

After his career in the Air Force, Max joined his brother, Financial Advisor, Claude Allison, to form The Allison Wealth Management Group of Wells Fargo Advisors.

As a Senior Vice President - Investments with Wells Fargo Advisors, Max takes pride in working for a firm that puts the client first. Max’s mission is to help each one of his clients plan for the future in ways that will best meet their unique and changing financial goals.

Away from the office, Max enjoys golf, racquetball, hunting and fishing. He and his wife, Barbara, live in Glendale, Arizona. Their two grown daughters and their spouses live in Arlington, TX and Ponte Vedra, FL along with their six fabulous grandchildren.

* The PIM program may not be suitable for all investors.  Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services.  The minimum account for this program is $50,000.

CA Insurance License #: 0C00542  Resident State AZ

By focusing on each investor’s specific needs, Brian develops strategies that help his clients achieve their financial goals. Brian has worked as a Financial Advisor to both individual and institutional investors since 2000.

Before joining Wells Fargo Advisors in 2012, Brian was a Vice President and Wealth Advisor for Morgan Stanley for 12 years.

Brian earned a Bachelors degree in Finance from Arizona State University. He holds FINRA Series 7, 31, and 66 registrations along with Life and Long Term Care Insurance Licenses. Brian is registered to do business in over 30 states.

Brian’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management – delivered with the highest level of personal service and professional integrity.

Brian’s hobbies include golfing, camping, and sports. However, Brian’s greatest delights come from spending time with his wife of 25 years, Marie, and their six sons, Brian Jr., Alexander, William, Nickolaus, Christian, and Jackson.

CA Insurance License #: 0F86156  Resident State AZ

Wendy grew up in St. Joseph, Michigan, and moved to Arizona in 1985 to attend college. She graduated from Arizona State University in 1990 with a Bachelor’s degree in Sociology. Wendy has been in the financial industry since 1992.

Wendy began her career as a Sales Assistant with Dean Witter (currently Morgan Stanley) which led to an opportunity at RBC Wealth Management in 1994, where she obtained her FINRA Series 7 and 63 securities registrations.

Over the past 33 years, Wendy has learned invaluable knowledge and experience in the financial industry, while providing support in building and maintaining client relationships.

In February 2012, Wendy joined The Allison Wealth Financial Group of Wells Fargo Advisors in their move to Wells Fargo Advisors.  Wendy has a very positive attitude and her commitment shows in the way she communicates with clients, while helping them achieve their financial goals. 

Wendy has been married to Roman "Trey" for 27 years and they have two Golden Retrievers. Wendy enjoys watching sports, specifically football, playing golf, going to movies and spending time with family.