Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being. We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
We lean into globe-spanning resources and advanced analysis while working in tandem with outside professionals to develop a strategy worthy of your wealth.
Our Only Goal Is Helping You Reach Yours
We lean into globe-spanning resources and advanced analysis while working in tandem with outside professionals to develop a strategy worthy of your wealth.
About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Rick Nunley
- Managing Director - Investments
Tom Ansel
- CFP
- CRPC
- Vice President - Investment Officer
Cassandra Franco
- Senior Registered Client Associate
Team approach to support your needs
Our approach to support your financial needs as your personal advisors, we can assemble a team of specialists from Wells Fargo that will work with your attorney, accountant, and other outside advisors to support your financial goals.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. The Bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services, and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.
Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.
Alternative investments carry specific investor qualifications which can include high income and net-worth requirements as well as relatively high investment minimums. Available to pre-qualified investors only.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.
Why Invest With Us
- We can help you navigate life’s financial pathways
- Our innovative planning process helps us keep you on course
- Wells Fargo Advisors is fully equipped as an organization to help you succeed financially
The advantages of working with us
It’s natural – and wise – to reexamine your financial outlook after an unexpected or game-changing life event. Or to hear life’s clock ticking and feel the urgency to plan more deliberately to meet your most cherished goals. If this sounds familiar, you’re in the right place. As your Financial Advisors, we can:- Provide advice and guidance to help you focus on your short- and long-term financial goals
- Help you create a a plan geared to your goals and circumstances
- Help you focus on and manage other important aspects of your financial life
The benefits of our goals-based planning process
Instead of simply investing toward a dollar amount for a retirement target, our Envision® planning process is refreshingly realistic and innovative. Our approach includes:- An exploration of your unique goals
- An investment plan built to support your needs and goals
- The ability to review your plan to help to keep you on track
- Flexibility to update your plan to reflect life or market changes
- Easy-to-follow reports and updates
A company you can rely on
At Wells Fargo Advisors, we are fully equipped to help you succeed financially. As a leading investment company with a history of serving communities across the nation, we bring both Wall Street vision and Main Street values to our relationships with clients. Other benefits of working with us include:- Comprehensive investment advice
- Advice and tools supported by well-known investment research analysts and strategists
- Access to banking, insurance, and lending services through our Wells Fargo & Company affiliates
Next steps
Let’s invest in your future. Call today to schedule a phone or sit-down discussion.Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.