Our Recognition

Throughout our careers, we have been honored to receive various industry accolades for the continued high level of service we provide to each and every one of our clients. All the while, we recognize and appreciate the trust and confidence that our clients continue to place in us.

Individual Recognition

Kelly Caves

  • Named "Top Women Advisors" by NAPA (2015, 2016, 2018)1

Brian Wiese

  • Named "Top 100 Retirement Plan Advisors Under 40" by NAPA (2017, 2018, 2019)2
  • Named "Top Next-Gen Wealth Advisor" by Forbes Magazine (2018)3
  • Named "Top Next-Gen Wealth Advisors Best-In-State" by Forbes Magazine (2019)3

1The National Association of Plan Advisors (NAPA) Top Women Advisors were nominated for consideration by NAPA BD/RIA Firm Partners, based on previous year’s data about the practice, experience, and accomplishments as provided by nominees, and selected by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

2The National Association of Plan Advisors (NAPA) Top 100 Retirement Plan Advisors Under 40 AKA “Young Aces” and “Young Guns” were nominated for consideration by NAPA BD/RIA Firm Partners, and selected based on previous year’s information about the practice, experience, and accomplishments as provided by nominees by a panel of industry experts chosen by NAPA. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

3The Forbes Top Next-Gen Wealth Advisors and Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-Completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, CT, DC, ID, IN, MD, NY, SC, TN, TX, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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