Meet Your Advisors
Our team is made of professionals with many combined years of experience helping create solutions for complex wealth needs.

Arthur Dobosiewicz, CIMA, CRPS
Managing Director - Investment Officer
Fundamental Choice Portfolio Manager

Scott A. Chamberlayne, CRPC, CEPA
Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager
James G. Haynes
Senior Vice President - Investment Officer
Fundamental Choice Portfolio Manager

David J. Smith, CRPC, SE-AWMA
Financial Consultant
Chartered Retirement Planning Counselor

Additional Resources
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us. All these resources are employed by Wells Fargo Bank, N.A

Jennifer Williams, CFP, CTFA
Senior Fiduciary Strategist
Executive Director

Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you