About Us

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.

Jacob Marrs, CFP, CRPC

Senior Vice President - Investments

Barbara Pollina

Senior Registered Client Associate
Assistant Vice President

Cynthia Freas

Client Associate

Additional Resources

To support your financial needs we can assemble a team of specialists that will work with you and your attorney, accountant, and other outside advisors. We have listed some Specialists from non-brokerage affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us. All these resources are employed by Wells Fargo Bank, N.A.

Robert G. Petix, Jr.

Executive Director
Senior Wealth Strategist

    Sharon DaBrusco, CTFA

    Executive Director
    Senior Fiduciary Strategist

      Mahesh S Rao, CEPA, CFA

      Senior Vice President
      Business Owner Advisory Strategist

        Lawrence Katz

        Managing Director
        Wealth Custom Lending Specialist

          Nikki Packer, CAP

          Executive Director
          Senior Lead Fiduciary Advisory Specialist

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