James “Jim” Percifield
Managing Director - Investments

With over three decades of experience in the financial services industry, Jim Percifield is dedicated to helping individuals and businesses assess, prioritize, and achieve their financial goals. Since 1991, he has worked with clients to build solid wealth plans that evolve from the earliest stages of wealth accumulation through retirement and estate planning strategies.

Jim leads a team managing over $825 million in assets, specializing in comprehensive wealth management for individuals while also overseeing numerous small to mid-sized corporate 401(k) plans. He and his team take a client-focused approach, leveraging Wells Fargo Advisors’ vast resources to develop customized financial strategies that address both short and long-term objectives.

Bringing a wealth of experience from Deloitte, Merrill Lynch, and UBS Financial, Jim joined Wells Fargo Advisors in 2014. He holds FINRA Series 7, 63, 65, and 8 securities registrations, along with life, health, long-term care, variable life, and variable annuity insurance licenses.

A proud graduate of Indiana University, Jim earned a B.S. in Business with a concentration in Accounting in 1989. He also earned his Certified Public Accountant (CPA) designation upon graduation and worked as a CPA before transitioning into financial services. While he no longer provides tax advice or practices as a CPA, Jim believes that his background in tax and accounting enhances his team’s ability to excel in investment and wealth management strategies.

Outside of his professional life, Jim enjoys spending time with his family and actively attending his grandchildren’s activities. He is also passionate about traveling for both business and pleasure, embracing opportunities to meet with clients and explore new destinations.

Insurance Licensed in the Following States:

AR (Lic. #1466919), CA (Lic. # 4122974)

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Brad A. Harber, CRPC®, CRPS®
Managing Director – Investments
Accredited Investment Fiduciary®

Brad has provided wealth management solutions to clients since 2005. Beginning his career in the financial services industry with Merrill Lynch before moving to UBS Financial in Chicago. Since 2014, he has been with Wells Fargo Advisors.

Brad holds FINRA Series 7 and 66 securities registrations, along with life, health, variable life, and variable annuity insurance licenses. He addresses the full spectrum of wealth management needs including liability management, trust and estate planning strategies, tax management and philanthropic strategies. A graduate of Indiana University, he earned a degree in Business Administration with a minor in Marketing.

Committed to professional growth, Brad earned the Accredited Investment Chartered Retirement Planning Counselor℠ (CRPC®) designation in 2009, the Chartered Retirement Plans Specialist℠ (CRPS®) designation in 2011 and his Accredited Investment Fiduciary® (AIF®) designation in 2015.

Outside of his career, Brad enjoys spending time with his family and is actively involved in his two son’s activities. He is also passionate about giving back to the community and volunteers at their school and helps coach both kids’ school basketball teams.

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Paula Betts, CRPC
Financial Consultant

With nearly three decades of experience in the financial industry, Paula Betts is committed to helping clients navigate the complexities of wealth planning. She holds FINRA Series 7, 63 and 65 registrations, along with an insurance license, equipping her to provide comprehensive guidance tailored to each client’s unique needs.

Paula specializes in creating custom financial solutions, focusing on education and a deep understanding of her clients’ goals. She is dedicated to supporting individuals and families through the many financial seasons of life, ensuring they have a clear and strategic path forward.

Outside of her professional life, Paula is an active pilot who enjoys flying and traveling. She also stays busy with her family and is her son’s biggest fan, cheering him on in his many sporting activities.

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Candace “Candy” Lieber
Assistant Vice President – Senior Registered Client Associate

With nearly three decades of experience in the financial services industry, Candy Lieber has built a reputation for providing exceptional administrative and operational support to both clients and advisors. Since 1996, she has served clients at firms such as Paine Webber, Merrill Lynch, and UBS Financial Services before joining Wells Fargo Advisors in October 2015.

As an Assistant Vice President - Senior Registered Client Associate, Candy plays a vital role in ensuring seamless client service, managing complex administrative tasks, and supporting the financial needs of clients with precision and care. She holds FINRA Series 7, 63 and 65 securities registrations, reflecting her deep industry knowledge and commitment to professional excellence.

Outside of her professional life, Candy enjoys traveling with her husband, Mark, and cherishes time with her children, Cassidy and Jonathon.

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Jeremiah “Jeremy” Muryasz
Assistant Vice President - Senior Registered Client Associate
 
With over a decade of experience in the financial services industry, Jeremy Muryasz has provided exceptional support to clients since 2009. He has served at Fifth Third Securities and JP Morgan Securities before joining Wells Fargo Advisors in October 2017. His expertise lies in administrative and operational support, ensuring seamless client service and efficient financial processes.

Jeremy holds FINRA Series 6, 7, 9, 10, 63, and 66 securities registrations, along with his Indiana Life, Health, and Variable Annuities License, demonstrating his comprehensive knowledge and commitment to the financial industry.

Outside of his professional life, Jeremy enjoys spending quality time with his family and actively supporting his children’s extracurricular activities, whether on the sidelines of a game or cheering them on in their passions.

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Esther Moran
Officer - Senior Client Associate

Esther has been a dedicated professional in the financial services industry since 2004, providing exceptional support to clients. She began her career at A.G. Edwards, which later became Wachovia and eventually Wells Fargo Advisors. With a strong focus on administrative and operational excellence, Esther plays a key role in ensuring a seamless experience for clients. In recognition of her outstanding contributions, she received a distinguished award from Wells Fargo Advisors in 2009.

Beyond her professional expertise, Esther cherishes spending time with her husband, Rick, their son Ricky, and her beloved grandchildren, Gavin and Makenna. She also enjoys writing, cooking, and the company of her dog, Yuki.

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