Who We Are

∙ Six fully licensed team members, holding 28 registrations and six advance designations with 136 years’ experience. 

∙ Certifications and designations include: 

     Steven L. Frank – CFP® Professional, Senior Private Investment Manager (PIM®)* and
     Chartered Mutual Fund Counselor

     Martin Wilhelmy - Private Investment Manager (PIM®)*

     Judy D. Hearn – Chartered Retirement Planning Counselor (CRPC®) 
 
     Tisha Cummings – Portfolio Management Certificate  

∙ Expertise in financial applications used for client reporting, research and planning


* The PIM® program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.