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.