Sandlin Gladen Kimberlin Wealth Management Group of Wells Fargo Advisors
From left to right:
Dustin Sandlin CFP®, Managing Director - Investments
Haley Carey, Senior Registered Client Associate
Zach Gladen AAMS®, Senior Vice President - Investment Officer
Kate Corder, Client Associate
Steve Kimberlin, Senior Vice President - Investment Officer
Team Approach
With over 80 years of combined experience, we help you build a foundation for the future. Our team takes the time to listen to your most important values and draws on the strengths and experience of each team member to help you define clear goals and implement thoughtful strategies so you can live the life you choose and pursue your most important goals. Learn More
Simplifying the complex
Comprehensive investment planning may seem complex, but it doesn’t have to be. Our goal is to take the success that you have achieved and create strategies to extend that success forward, so you and your family benefit from it. Learn More
Collaborative planning
Our planning process is a collaboration with you. We talk about what will happen over the next year, the next ten years, and beyond. We simply ask, “What do you want to have happen? What do you want your success to translate into?” Then we build a structure and strategies to allow that to happen. Since planning is an ongoing process we make adjustments as your needs change. Learn More
Building and Protecting Your Family Legacy
We take a comprehensive approach and tailor each strategy to your specific goals and risk profile. Your plan will cover the four cornerstones of wealth planning including, investments, asset preservation, liability management and legacy and estate planning strategies. Learn More 
Credentials & Recognitions
CERTIFIED FINANCIAL PLANNNER®
Dustin Sandlin has earned the CERTIFIED FINANCIAL PLANNER® professional certification. To earn his CFP® credential, Dustin has completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that distinguishes CERTIFIED FINANCIAL PLANNER™ practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
Accredited Asset Management Specialist (AAMS®)
Zach Gladen has earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate investment planning issues. Additionally, he passed an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Wells Fargo Advisors Platinum Council
Dustin Sandlin and Zach Gladen have been named a Wells Fargo Advisors Platinum Council. Dustin in 2019, 2020, 2022 and 2023 and Zach in 2018 and 2019. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
Forbes Top Next-Gen Wealth Advisors
Both Zach Gladen and Dustin Sandlin were named as Forbes Top Next-Gen Wealth Advisors for 2017, 2018 and 2019. 2019 Forbes Top Next-Gen Wealth Advisors: Awarded June 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Forbes.com). 2018 Forbes Top Next-Gen Wealth Advisors: Awarded July 2018; Data compiled by SHOOK Research LLC based on the time period from 3/31/17 - 3/31/18. 2017 Forbes Top Next-Gen Wealth Advisors: Awarded July 2017; Data compiled by SHOOK Research LLC based on the time period from 3/31/16 - 3/31/17. View additional disclosure