We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.
Philosophy
PhilosophyCore Principles
Core PrinciplesMeet Our Team

David D. Thomas, MBA
Senior Vice President - Investments
Senior PIM Portfolio Manager
Email Address
david.d.thomas@wellsfargoadvisors.comPhone Number
(216) 574-7282Certificates
MBA

Adam Bechler, CIMA, AIF
Senior Wealth Advisor
Senior Vice President - Investments
Email Address
adam.bechler@wfadvisors.comPhone Number
(216) 574-7278Certificates
CIMA, AIF