Experience matters, especially when it comes to your wealth and your future.
As it turns out, investing know-how runs in our team’s DNA.
Our Financial Advisors
Laura and Willie both have parents who were financial advisors. In fact, Willie’s father founded our practice decades ago, eventually hiring and partnering with Laura. Willie later joined to help spearhead the evolution and vision of what we stand for.
As second-generation financial advisors, we grew up in households where we heard words like “client” and “portfolio” frequently. More importantly, we internalized at a young age what it means to be invested in our clients’ lives — which ultimately provides the foundation for a deeper understanding of what’s needed to help propel legacies with intent and purpose.
Our Client Associates
We owe a great deal of our success — and that of our clients — to the true heartbeat of our team. Their role is just as important as ours. Maybe even more so.
Trusted Professionals
Working with your trusted attorney, accountant and other outside professionals is a standard. We will also call upon certain divisions within Wells Fargo Advisors to provide more robust strategies depending on your goals.
Here’s what this comprehensive care looks like.
Trust Services are available through Wells Fargo Bank, N.A. and Wells Fargo Delaware Trust Company, N.A.
Your Future Is Our Focus