Who We Are
Here at Fisher Private Wealth Management Group of Wells Fargo Advisors, we are committed to helping clients address their financial goals and needs. Our team consists of five dedicated individuals: Jean Ann Fisher, Private Wealth Financial Advisor; Jackson Norman, Private Wealth Financial Consultant; Dodge Brown, Private Wealth Financial Consultant; Carissa Vrana, Private Wealth Senior Client Associate and Yari Venegas, Private Wealth Client Associate. Together, we work to create personalized investment plans and offer a range of financial services to help you manage and grow your wealth. Our ultimate goal is to help you reach your unique goals, maintain your desired lifestyle during retirement, and successfully transfer your legacy to the next generation.
We firmly believe that thorough planning is the key to overcoming any financial challenges you may face. By understanding your specific priorities and complexities, we can provide tailored investment solutions and strategies to address them.
We don't just want to be your investment advisor - we want to become your trusted partner in assisting with a range of wealth planning and investment needs.
We firmly believe that thorough planning is the key to overcoming any financial challenges you may face. By understanding your specific priorities and complexities, we can provide tailored investment solutions and strategies to address them.
We don't just want to be your investment advisor - we want to become your trusted partner in assisting with a range of wealth planning and investment needs.
