Bringing Confidence to Your Investment Planning

We help clients pursue their investment goals with sound financial strategies. You deserve a personal, tailored plan. Lasting, meaningful, and open relationships are the foundation of our practice. You’ve worked hard for your money and should feel confident with your investment choices as you make decisions for your financial future.
George J. Ernst Jr.

George J. Ernst Jr.

  • CRPC
  • Managing Director - Investments
Donna Dickinson

Donna Dickinson

    • Registered Client Associate
    Harry Stefanou

    Harry Stefanou

      • Client Associate

      “Keeping it Simple”

      Planning for retirement may seem like a daunting task and may even keep you up at night.  My team and I are here to help guide you through this transition. We seek to simplify this process by asking the right questions about your financial needs, goals, and risk tolerances. We ask questions about your assets and expenses and we inquire on what most concerns you. Once we learn about your specific situation, we can then provide you with comprehensive wealth management advice and help connect all of the pieces of your financial life, into a cohesive plan for the future.  We will work with you to develop a plan, implement that plan and assist you in continuing to objectively follow that plan. We will execute this while using a high level of professional service and integrity.
      The Ernst Group of Wells Fargo Advisors

      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 (AZ, CA, FL, IL, IN, KS, MA, NC, NJ, OR, PA, SC, TN, 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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