Our role as your Financial Advisor is to help you reach and surpass your financials goals. We do this by planning for what we dream will happen, for what we believe will likely happen, and for what we hope never happens.
Meet Our Team
Bob Wacker, CRPCManaging Director - Investments
Bob Wacker has 20+ years of experience in the financial industry. Bob earned his Chartered Retirement Planning CounselorSM designation from the College of Financial Planning in 2008. Bob is a trusted partner, looking out for his clients’ interest first.
Matt Wacker, MBAFirst Vice President – Investments
Matt Wacker started in the financial industry in 2010. Matt earned his Master’s in Business Administration from the University of Missouri and has been with Wells Fargo Advisors since 2016. Matt delivers the highest level of service to his clients.
Stephanie ReynoldsSenior Registered Client Associate
Stephanie Reynolds has been in the financial industry for over 10 years. Stephanie is committed to helping clients succeed. Stephanie utilizes her vast industry knowledge to find the best possible solutions for clients.
Cheryl StraatmannSenior Registered Client Associate
Cheryl Straatmann has over 20 years of experience in the financial industry. Cheryl’s experience allows her to navigate even the most complex procedures with ease and expertise. Cheryl always has a “client first” approach.
Bob Wacker California Insurance License Number 4204014
Matt Wacker California Insurance License Number 4204016