About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Bob Farris, CFP
Managing Director - InvestmentsI joined Wells Fargo Advisors in 2003 after working 4 years with Merrill Lynch. Prior to that, I spent 14 years with Harding Lawson Associates as a Hydrogeologist. I hold a Bachelors from DePauw University and a Masters from the University of North Dakota. Emphasizing continuing education, I earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, INC. (CFP Board). For this, I had to complete approved educational programs, pass rigorous examinations, and meet stringent experience requirements.
My wife, Sabrina, and I have lived in Denver since 1984 and raised our family here. Outside of work, I enjoy biking, hiking, and fossil collection.
Insurance licensed in the following states. CA Insurance (Lic. # 0F51210), SD (Lic. #40605159) Resident home state is Colorado.
Candace West, CFP
Financial AdvisorI earned a degree in Finance from Metropolitan State University of Denver. I then worked for Charles Schwab Corporation for approximately 3 years, followed by 3 years with Addison Avenue Investment Services. Now, as Senior Financial Advisor with the Cherry Creek office of Wells Fargo Advisors, I take pride in working for a firm that puts you first.
Emphasizing continuing education, I earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, practitioner designation from the Certified Financial Planner Board of Standards, INC. For this, I completed approved educational programs, passed rigorous examinations, and met stringent experience requirements.
In my free time, I enjoy golfing, hiking, traveling, and spending time with family and friends.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.