Who We Are

We at Fisher Financial Strategies Group like to say that our practice is about improving and expanding lives – those lives are yours. Fisher Financial Strategies Group is  comprised of four team members: Jean Ann Fisher, Raymond Shideler, Fred Roberts, and Carissa Vrana. We develop customized investment plans and recommendations, offer a variety of financial services that are designed to grow and protect your wealth so you achieve your unique goals, maintain your lifestyle in retirement, and efficiently transfer your legacy to the next generation.

We believe that planning is the keys to solving your financial challenges. When we understand the priorities and complexities of your particular situation, we can identify the right investment solutions and strategies to address them.

We want to be more than just your investment advisor—we want to help manage the full spectrum of your financial life.
Fisher Financial Strategies Group

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, CT, DE, FL, GA, KS, LA, MA, MD, MO, MT, NC, NE, NJ, NM, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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