Your satisfaction as a client is of great importance to us. We continue to believe our strengths lie in our financial knowledge and ability to manage your financial concerns. Our priority continues to be dedicated to identifying and assessing your financial needs, creating customized investment strategies and developing ways to help enhance your portfolio. We are pleased to announce that in an effort to serve you better, Tara Hutchins has rejoined our team as our new Financial Consultant. Tara can be reached at 518-455-7454 or Tara.Hutchins@wellsfargoadvisors.com. Tara will assist in servicing the growing wealth planning needs of you and your family, along with our Client Associates Linda Doyle and Diane Hallenbeck who will continue to support all of us with managing your daily service needs. We continue to make client service our top priority and hope you are confident knowing that any of our advisors and associates can assist you fully in all aspects of your financial lives. We are very excited to add Tara to our team and to continue to provide the exceptional service you desire and deserve. We appreciate your confidence in us and we look forward to continuing to help you pursue your financial goals for many years to come. |
We congratulate our remarkable team members, Karl Seitz and Steve Paton, for achieving the 2022 Premier Advisor distinction! |
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
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