About Us

Meet Our Team

Andrew Heald

Andrew Heald

First Vice President - Investment Officer
Timothy Heald

Timothy Heald

First Vice President - Investment Officer
Elyse Slotnick

Elyse Slotnick

Senior Client Associate

Why Invest With Us

Why Invest With Us

Investment and Insurance Products Are:

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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