Most investors think growing their wealth is the hard part. The truth is, preserving your wealth and
passing it on efficiently presents new — sometimes even more difficult — challenges.
Our team has one core mission we feel we’ve excelled at since our founding 30 years ago:
To help keep you wealthy so you can live the lifestyle you’ve achieved
with industry-leading insights and strategies.
Recognized Nationally. Revered Locally.
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 (Source: Forbes.com). 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. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 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. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. See full disclosures.
2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). See full disclosure.
Why Clients Work With Us
- They need trusted guidance for wealth during life’s pivotal moments: marriage, inheritance, newly widowed or single
- A comforting sense of financial security during retirement
- A desire to maximize the sale or potential of their business
- They were referred by a satisfied client (90%+ of our relationships are referrals)
Elevating Your Expectations
Every day, we demonstrate that our exceptional service and the full capabilities of Wells Fargo Advisors and the Wells Fargo Private Bank honor the singular goals of the clients we serve across sixteen states.
In addition, our team includes:
- A senior PRIVATE WEALTH FINANCIAL ADVISOR (PWFA®) professional
- A Private Investment Management (PIM®) Portfolio Manager
- A CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) professional
