Skip to main content

Designations & Recognitions

Highly credentialed team

Behind every successful strategy is your team of dedicated professionals focused on your financial success.

Learn about our Letters

 
Earning advanced certifications helps us stay sharp and provide thoughtful, up-to-date advice across everything from wealth planning to investment management and business consulting. Simply put: the more we know, the better we can help you.

CERTIFIED FINANCIAL PLANNER® professional

Terri Osness, Private Wealth Financial Advisor, and Alec Sankey, Senior Financial Advisor, have earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn their CFP® credentials, each advisors completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.


Certified Private Wealth Financial Advisor®

Terri Osness is a Certified Private Wealth Financial Advisor® and is committed to a holistic, personal approach to serving high-net-worth individuals and families. She provides access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking Services, Trust and Estate Services, Insurance as well as customized and more traditional lending products. This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.


Chartered Financial Consultant

Alec Sankey is a Chartered Financial Consultant and specializes in comprehensive investment planning, including risk management, tax strategies, retirement and investment planning, estate and gift-tax strategies, and personalized financial solutions for divorcees, blended families, and special needs families. Alec can also address the unique needs of non-traditional families, modern retirement income challenges, and apply behavioral finance strategies.


Chartered Special Needs Consultant (ChSNC®)

Alec Sankey is a Chartered Special Needs Consultant (ChSNC®) and has the specialized training and experience required to help manage the unique legal and investment planning needs for individuals with disabilities. He takes pride in helping to ensure families can adequately address the concerns, hopes, and goals of special needs individuals.

Explore our Industry Accolades


Our industry recognition highlights our commitment to providing exceptional service, trusted guidance, and innovative solutions. With decades of combined experience, we strive to consistently earn the trust and respect of both our clients and peers.

Forbes Best-In-State Wealth Management Teams 2026, 2025 & 2024

Burris | Osness | Sankey Private Wealth Mangement Group of Wells Fargo Advisors was honored to be named as one of Forbes Best-In-State Wealth Management Teams in 2026, 2025 and 2024.


Forbes Best-In-State Wealth Advisors 2026, 2025, 2024, 2023, & 2021

Robb Burris, Terri Osness, and Alec Sankey were honored to be named as one of Forbes Best-In-State Wealth Advisors in 2026 and 2025. Terri Osness and Alec Sankey were also named as one of Forbes Best-In-State Wealth Advisors in 2024. Robb Burris was also named as one of Forbes Best-In-State Wealth Advisors in 2023 and 2021.


Forbes Top Women Wealth Advisors Best-In-State 2026, 2025 & 2024

Terri Osness is proud to be named as one of Forbes Top Women Wealth Advisors Best-In-State in 2026, 2025 and 2024.


Forbes Top Next-Gen Wealth Advisors Best-In-State 2024 & 2023

Alec Sankey is proud to be named as one of Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024 and 2023.


Wells Fargo Advisors Platinum Council

Robb Burris (2026-2025, 2023-2020), Terri Osness (2026-2018, 2016, 2015) and Alec Sankey (2026-2022) have been recognized as a member of the Wells Fargo Advisors Platinum Council.


1 2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. See additional award disclosures

2 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23. 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.  See additional award disclosures

3 2026 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24-6/30/25 (Source: Forbes.com). 2025 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24. 2024 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23. See additional award disclosures

4 2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 . View additional disclosures

5 The 2025, 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

6 The 2023-2018, 2016, 2015 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.