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

Darcie Blomberg

Senior Registered Client Associate

David J. Smith, CRPC, SE-AWMA

Financial Consultant
Chartered Retirement Planning Counselor

Laura Paz, CRC

Senior Registered Client Associate

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

Jill Salvatore

Custom Credit Banker

    Jennifer Williams, CFP, CTFA

    Senior Fiduciary Strategist
    Executive Director

      Stephanie C. Brice

      Lead Wealth Management Banker

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