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Our Qualifications

We are a naturally diverse team with CFP® and CRPC® designations, as well as Private Investment Management certifications, fixed income expertise, studies in finance, engineering and holding several advanced degrees.

CFP® Designation

This designation is one of the most recognized in the financial services industry. As a CFP® professional, Steve Frank demonstrates extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for our clients.

CRPC® Designation

Held by Judy Hearn, the Chartered Retirement Planning Counselor℠ designation helps financial advisors by guiding them through specialized tax and estate objectives and strategies for a retiree and presents the unique financial and emotional aspects of investment planning that are unique to the retirement process.

Private Investment Management®

The Private Investment Management program is a customized portfolio management program geared toward specific investment goals. As PIM Portfolio Managers, Steve Frank and Martin Wilhelmy actively manage your portfolio on an ongoing, discretionary basis using their individual investment style.

Premier Advisors

Steve Frank is honored to have received this recognition every year from 2017–2021, and Martin Wilhelmy also received it in 2020 and 2021. The Premier Advisors distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Education

Steve Frank, BA in Philosophy; Martin Wilhelmy, MBA and BS in Civil & Environmental Engineering; Judy Hearn, AA in Management Information Systems; Ethan Clark, BS in Finance

*The PIM program is not designed for excessively traded or inactive accounts, and may not be appropriate 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.

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