DREAM Bigger

All of our client relationships, as well as our investment management approach, are rooted in our DREAM Process. We have fine-tuned this process based on decades of experience and firmly believe our clients who are engaged in our process are more successful.

Our Five Key Areas of Focus

By focusing on these five key areas, we have been able to tailor our services and hone in on the unique needs and goals of our clients.

A personalized planning approach

How to Get Started

You can reach us by phone or email. We look forward to hearing from you.

team photo

Ronald Cross

Senior Vice President – Investments
Financial Advisor
Fundamental Choice Portfolio Manager

(937) 949-6323
ron.cross@wfa.com

Brandon Knutson

Vice President – Investments
Financial Advisor
Fundamental Choice Portfolio Manager

(937) 859-2044
brandon.knutson@wfa.com

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 (AL, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MO, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT). 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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