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.