Joel Remmenga has been a financial advisor for over three decades, of which the past 35 years have been at Wells Fargo Advisors and its predecessors. He is Managing Director–Investments, and has been recognized with the Platinum Council distinction* from 2006 to the present.

Joel'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. Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies he uses to stay on course toward meeting your objectives. That is why he works with you, one on one, to design investment strategies targeted to your specific needs and goals.

Joel graduated with a Bachelor of Science degree in Business Administration from California Lutheran University in 1982, where he became interested in investments. Joel has been married to Ann for over 30 years, and they have two daughters, Nicole and Lauren. Joel and his family are long time residents of the Santa Rosa Valley. They own two horses and enjoy all kinds of outdoor activities especially skiing, hiking, running, biking, paddle boarding and kayaking.

CA Insurance License # 0A62015, Resident State: CA

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices ant team structure, may also be used to determine recipients.

Al Adam is a long time resident of Thousand Oaks and has been a financial advisor for over four decades. He is a Rutgers University graduate and is Managing Director - Investments for Wells Fargo Advisors. He has been recognized with the Platinum Council distinction*. Al is married to Marilyn and they have twin daughters Erica and Allison.

Al is an experienced professional who has served hundreds of satisfied clients throughout the Conejo Valley and beyond. He is committed to achieving his client's investment goals. Al knows the assets have to be there when his clients need them and must last a lifetime. He employs a diversification process that uses strategic asset allocation designed to help enhance performance, reduce risk and preserve principle. This is designed to help smooth the bumps along the road.



Al and his family are big believers in community involvement. Al has served on numerous boards and commissions in Thousand Oaks. He has chaired the boards of the YMCA and the Civic Arts Plaza. He is a member of the Alliance for the Arts. He is active in the Chamber of Commerce and was recently named their Man of the Year. He has served on the Thousand Oaks Planning Commission and is currently a Thousand Oaks City Council member and served twice as Mayor. Marilyn has been involved in Volunteers in Policing and the Assistance League. Al enjoys boxing, playing golf with his family, boating and water skiing at Lake Arrowhead.

CA Insurance License # 0A05944, Resident State: CA

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

Diversification and asset allocation do not guarantee a profit or protect against loss in declining markets.

Dana Bennett has been a Financial Consultant with the Adam and Remmenga Investment Group of Wells Fargo Advisors for over 16 years. She graduated with a Bachelor of Science degree in Finance from California State University, Chico. Dana has lived in the Conejo Valley for most of her life and currently lives in Moorpark with her husband. Dana oversees the operations of the team and provides administrative support for the Financial Advisors. She helps resolve client inquiries, handles all aspects of account disbursements and supports the team's daily operations. Dana holds her Series 7 & Series 66 registrations and California State Insurance License.

CA Insurance License 0L93796, Resident State: CA

Ann graduated from Southern Oregon State College in Ashland, Oregon with a degree in Administrative Office Management in 1982. She joined Wells Fargo Advisors as a Client Associate in February 2008. She is responsible for a wide range of client services including account maintenance, check disbursements, wire transfers and IRA distributions. Ann has lived in the Santa Rosa Valley for over 33 years with her husband, Joel. They have two daughters, Nicole and Lauren. She loves spending time with her two grandchildren and enjoys outdoor activities such as horseback riding, mountain biking, hiking, paddle boarding and kayaking.