Daren T. Dahmer, CFP, CFA

Managing Director - Investments

Services

When it comes to planning and investments, my philosophy is to keep it simple. Our relationship is built on a foundation of listening, so I can understand you and create a life-long master plan that encompasses where you are now, as well as where you want to be in the future. The financial framework we create flexes with you, however you need. Below are some resources we offer to help build your life-long master plan.

Planning for Retirement

Planning for Retirement

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan.

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Estate Planning Strategies

Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about.

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Investment Products

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of our selections.

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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 (TX). 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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