A Multigenerational Team of Professionals

For over forty years, we have been committed to helping provide financial confidence for you and your family. By taking the time to understand our clients and fostering long-term relationships, we collaborate to create personalized plans that earn your trust. We have credentials to help guide you and accolades that reflect the trust our clients have placed in us over the years, including being named:

2024 Forbes Best-in-State Wealth Management Teams1

Forbes 2024 Best-In-State Wealth Advisors2

Forbes 2024 Top Next-Gen Wealth Advisors3

Michael V. LaLoggia

Michael V. LaLoggia

    • Managing Director - Investments
    Erich Vargaz

    Erich Vargaz

    • CFP
    • Senior Vice President - Investment Officer
    David Fehrle

    David Fehrle

      • Associate Vice President - Investment Officer
      Alisa Lee

      Alisa Lee

        • Senior Registered Client Associate
        • Vice President
        Michael Teleso

        Michael Teleso

          • Client Associate

          Credentials & Accolades




          Forbes Best-in-State Wealth Management Teams 2023-20241

          We are honored to be named Forbes Best-in-State Wealth Management Teams 2024. We thank our clients for their trust and confidence in us.

           

          Forbes Best-in-State Wealth Advisors 2018-20242

          Michael LaLoggia, Managing Director - Investments has been named as one of the Forbes Best-in-State Wealth Advisors.

           

          Forbes Top Next-Gen Wealth Advisors 20243

          Erich Vargaz, CFP®, Senior Vice President – Investment Officer has been named as one of the Forbes Top Next-Gen Wealth Advisors.

          CERTIFIED FINANCIAL PLANNER® Professional

          Erich Vargaz, Senior Vice President – Investment Officer has earned his CERTIFIED FINANCIAL PLANNER® professional certification. This professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning. To earn the CFP®, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.

          Wells Fargo Advisors Platinum Council4

          Michael LaLoggia, Managing Director – Investments has the distinction of being named to the Wells Fargo Advisors Platinum Council from 2006 to 2024. Erich Vargaz, CFP®, Senior Vice President – Investment Officer has the distinction of being named to the Platinum Council from 2019-2023.

           

          Wells Fargo Advisors Platinum Council Client Associate

          Alisa Lee, Senior Registered Client Associate, Vice President, has been recognized as a Wells Fargo Advisors Premier Client Associate from 2010-2018. This is a recognition held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.





          1 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View additional disclosures.   https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

          2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021.  2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. View additional disclosures. https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

          3 2024 Top Next-Gen Wealth Advisors: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). View additional disclosures. https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

          4 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

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          LaLoggia Investment Group of Wells Fargo Advisors

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