Scott Poland, CFP

Senior Vice President - Investments, Senior Financial Advisor

Putting Your Financial Picture In Focus

Our Envision Planning Process


Because life and the markets change over time, you need an investment plan that helps you know exactly where you stand—now, tomorrow, and in the years to come. The Envision process can help you plan for your future.

We blend the human dimension of personal goal-setting with innovative technology and lead you through a collaborative process to discuss your life expectations, goals, and financial objectives.

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Once we’ve decided on your ideal and acceptable goals, the Envision process “stress-tests” them against historical market simulations and we set your personal asset allocation in a manner suitable to your objectives.

We help you say on track by meeting with you to report on your progress against your goals so you are able to answer the question, “How am I doing?” As changes happen in your life, we make adjustments to your plan to keep you on track to achieve your goals.

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We help families live the life they want, and in some special cases, the life they thought they couldn’t have.




IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.






Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, NV, SD, TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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