Credentials

Senior PIM Portfolio Manager

David S. Sherline, Managing Director – Investments is a Senior PIM Portfolio Manager. His in-depth training allows him to manage client portfolios in a discretionary manner, guided closely by technical and fundamental analysis including incorporating the research recommendations and collective insights of Wells Fargo Securities and external research firms. Each portfolio follows an investment plan customized to the client's needs, their cash flow and liquidity needs, and tax situation.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

CERTIFIED FINANCIAL PLANNER^TM

Doug Casale, Financial Advisor has earned the CERTIFIED FINANCIAL PLANNER^TM professional certification. To earn his CFP^® credential, he 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 10-hour 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.

Qualified Plan Financial Consultant (QPFC)

David S. Sherline, Managing Director – Investments is a Qualified Plan Financial Consultant. The QPFC is the professional credential for financial professionals who sell, advise, market or support qualified retirement plans. As a QPFC David has expertise and experience to help their clients objectively review their financial situation and retirement planning, isolate potential concerns, and provide advice and guidance for tending to these financial matters.