Background

Growing up in Anchorage, Alaska, Dorian learned that nothing happens by accident; instead, it takes hard work, planning, and dedication to succeed. Before embarking upon his current path as a Financial Advisor with A.G. Edwards (a predecessor firm of Wells Fargo Advisors) back in 2001, Dorian used his professional experience as a teacher and teaching assistant principal.

A firm believer in the "Golden Rule", Dorian prides himself on being a “teacher” to his clients, his colleagues, and his family. When teaching, he was often humbled knowing that he learns the same, if not more, from the students he has had the privilege to teach.

Experience

I am a CERTIFIED FINANCIAL PLANNER™ Professional, CFP® at Wells Fargo Advisors. Having the CFP® designation required me to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

I have been recognized by Wells Fargo Advisors as a Platinum Council member from 2015 to 2023, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, including best practices and team structure, may also be used to determine recipients.

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. Through highly comprehensive investment planning and cost effective portfolio development, I advise clients on tax minimization, asset preservation, liability management, and a specific emphasis on helping ensure a lifetime retirement income stream.

I help my clients meet their financial goals by providing the following services:

·       Investment Planning

·       Retirement Income Planning

·       Wealth Preservation

·       Tax Mitigation

·       Estate Investment Planning

·       Multi-generational Wealth Planning

·       Charitable Giving

Wells Fargo Advisors is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Licensure & Education

• Certified Financial Planner^® professional
• Series 7 & 63 registered
• Life & health insurance licensed–AZ, IA, MI & OK
• Bachelor of Education, Eastern Washington University
• Resident of Arizona, Domicile is Mesa, Arizona

 

Outside Interests

A true family man, Dorian spends as much time as possible with his beautiful wife, Marla, their two very active children, Karsten and Kinley, and the family’s loveable second Great Dane, Moose, and cat, Slinky Malinky. When Dorian's not spending time with family, he enjoys traveling, attending sporting events, and participating with friends in a variety of outdoor activities, such as golfing, fly fishing, and hunting.

Community and civic-minded, Dorian enjoys coaching his children's teams in baseball and football.