Meet Our Team

When working with the Kron & Polis Financial Group of Wells Fargo Advisors, you receive a high level of personal attention and a fully customized strategic wealth plan. That’s what we believe it takes to go beyond managing money.

David J. Kron

Private Wealth Financial Advisor
Managing Director - Investments
PIM Portfolio Manager

Andrew M. Polis

Managing Director - Investments

Matthew S. Cass, CRPC

Vice President - Investment Officer

Kerry G. Kain

Registered Client Associate

Lisa Ward-Cargill

Senior Registered Client Associate

The PIM program 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 for this program is $50,000.