Your Goals and Dreams, Our Guidance
Pictured: Walter Hernandez, Jay Ericsson, David Sipe, Jon Sampson, Gary Sampson, and Lisa Well
As your financial advisors, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals. Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios and we welcome it.
Working closely with our Senior Registered Client associates, we are committed to improving the lives of others. We Strive to provide our clients with premier service and robust tolls to help them reach a comfort level in the pursuit of financial security.
Together, our mission is building long term relationships based on trust and providing sound professional advice and superior service. We are fully invested in you.
Our Network of Professional Resources
Because your financial situation may at times be complex, our team, with your permission, works directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals. In addition to consulting with attorneys and other professionals with Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists.