Who We Are

Mike Harris

Mike Harris

  • CFP
  • Managing Director - Investments
Mike believes "building relationships, problem solving and making a difference in his clients' lives" are the greatest rewards he receives as a Financial Advisor. A CERTIFIED FINANCIAL PLANNER™ professional, Mike holds his Series 7, 9, 10, 31 and 66 securities registrations, California insurance license number 0D85419 and is certified in long-term-care insurance. Mike graduated from California State University, Fresno with a bachelor's degree in Business Administration. An active community member, Mike is a current board member of River Park Little League, has served as the President of the Saint Agnes Men's Club, acted as a member of the Fresno State Endowment Advisory Council and was active on the Investment Committee at Saint Agnes Medical Center. He pursues regular exercise at the gym and coaching youth sports. Mike and his wife, Sarah, have three energetic and wonderful boys, Brayden, Tyler and Conor.

Mike has received the firm's "Premier Advisor" designation from 2012-2019. The firm's Premier Advisors Program is a designation held by a select group of Financial Advisors within Wells
Fargo Advisors as measured by three or more of the following; length of service with the firm, completion of educational components, business production, and professionalism.

Education

  • California State University, Fresno
A.J. Lakovich

A.J. Lakovich

    • Financial Advisor
    A.J.'s passion is people. He thrives on helping families and businesses through the life long process of building, managing, preserving and transferring their wealth. A.J. grew up in Fresno where he attended Bullard High School, Fresno City College and is a graduate of Pepperdine University with a Bachelor of Arts degree in Organizational Communications with an emphasis on Business Management. He also was a successful student athlete as a member of the Pepperdine Waves baseball team. After a career in real estate that spanned nearly 20 years as both an agent and in a managerial role, A.J. joined Wells Fargo Advisors in 2017, fulfilling a lifelong goal of becoming a financial advisor. A.J. holds his Series 7 and 66 securities registrations and California insurance license number 0M20026. A.J. also loves to give back to this community, currently coaching and being involved in youth Athletics is where he spends majority of his free time. He is not shy to admit that he “married up.” A.J. and his wife Lisa have three energetic, wonderful, individually unique children, Hannah, Lincoln and June.

    Education

    • Fresno City College
    • Pepperdine University
    Ashley Stone

    Ashley Stone

      • Senior Client Associate
      Ashley serves as the group's administrative backbone. She currently holds her Series 7 license and has been successful in several roles in the financial services industry ranging from personal banker to fraud analyst. Prior to entering this field, Ashley graduated from Keiser University with her Associates of Science degree in Biotechnology and interned at the University of Florida’s Biological Containment and Control Laboratory.  She is originally from Stuart, Florida and moved to Fresno in early 2016 along with her husband, Steve, her three dogs, and her mom for whom she is a caregiver. Currently she spends her spare time studying to obtain additional licenses and further progress in the industry. Ashley is an avid reader, movie fan, and enjoys spending time with her family.

      Education

      • Keiser University