For individuals and families who own oil, gas, or mineral interests, managing natural resource wealth can add another layer of complexity to an already sophisticated financial life. We help incorporate these assets into a comprehensive wealth strategy alongside your investment portfolio, retirement goals, estate considerations, and long-term family priorities.

When appropriate, we can also draw on specialized resources available through Wells Fargo Advisors and Wells Fargo Bank N.A.


^{Wells Fargo Bank, N.A. is a bank affiliates of Wells Fargo & Company.}

Turning Years of Saving Into a Sustainable Retirement

Transitioning from building wealth to living on it can be one of life's biggest financial shifts. We help you develop a retirement income strategy designed to create reliable cash flow while considering taxes, investment risk, Social Security, Medicare, pensions, and changing spending needs. Our goal is to help you retire with a coordinated plan that supports the lifestyle you've worked hard to achieve.


^{Wells Fargo Advisors does not provide legal or tax advice.}

Helping You Build a Business—And a Plan Beyond It

Running a successful business often means your personal and business finances are closely connected. Whether you're preparing for growth, planning for succession, or considering the eventual sale of your business, we help coordinate strategies that align your business decisions with your long-term personal financial goals. Together, we'll help position your wealth for the next stage of your life.

Helping Families Prepare for the Future Together

Preserving family wealth involves more than managing investments. We help families navigate important conversations around wealth transfer, estate planning strategies, philanthropy, and preparing future generations for the responsibilities that come with wealth. By building relationships across generations, we help create continuity and support your family's long-term vision.

Helping You Make Financial Decisions During Life's Most Difficult Transitions

Divorce involves more than legal decisions—it also requires thoughtful financial guidance. As a Certified Divorce Financial Analyst® (CDFA^®), Juston helps clients understand the financial implications of settlement decisions, evaluate available options, and prepare for the financial realities of life after divorce. By bringing clarity to complex financial issues, he helps clients make informed decisions during a challenging transition.

^{The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.}

Turn Today’s Success Into Tomorrow’s Opportunities

As your career advances and your income grows, your financial decisions can become more complex. We help you make the most of what you’re building today while creating a strong foundation for what comes next.

Together, we establish clear priorities and develop strategies around investing, cash flow, tax efficiency, retirement planning, equity compensation, estate planning considerations, and charitable giving. Whether you’re building wealth, navigating a career change, purchasing a home, starting a family, or planning for future opportunities, we help bring the pieces together into a coordinated plan designed to evolve with you.