Skip to main content

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. We are here to listen and help you plan for your future with confidence. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let us help you develop an investment strategy that is flexible and tracks your goals.

2025 Forbes Top Women Wealth Advisors Best-in-State

Congratulations to Vicki Patman, Managing Director - Investment Officer, who has been named to the list of "Forbes Top Women Wealth Advisors Best-in-State" for the state of California by Forbes Magazine (2025).*


*2025 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) View award disclosures: https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm