Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Gary H. Costarella

Gary H. Costarella

    • Managing Principal
    • PIM Portfolio Manager
    Gary is a Portfolio Manager in the Private Investment Management (PIM) program*.  He has more than 25 years in the financial services industry.  Since 1998, he has specialized in managing tax-deferred and taxable portfolios for his individual clients, first at Merrill Lynch and now as an advisory practice owner.

    Gary earned his B.S. from Fordham University.

    *The PIM program is not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

    Education

    • Fordham University
    Edward J. Rusnak

    Edward J. Rusnak

      • Managing Principal
      Ed supports all investment management efforts including: investment strategy, asset allocation and ongoing client communication.

      He established his own independent advisory practice in 2011.  He began his career in 2000 as a Financial Consultant with A.G. Edwards & Sons, where he focused on the implementation of time-tested, goal-oriented investment strategies to help meet the financial needs of individuals and families.

      Ed is a graduate of the Kelley School of Business at Indiana University and earned the designation of Accredited Asset Management Specialist (AAMS) while at A.G. Edwards & Sons, a predecessor firm of Wells Fargo Advisors.

      Education

      • Kelley School of Business at Indiana University