From time to time, we call on additional industry specialists and subject matter experts to provide their insights. We do this to serve you better than we could alone.

Although we value the input of the individuals listed below, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. Please contact us with questions about how a specialist might be able to assist you.

Brad Burton – Private Mortgage Banker

Jonathon Diamond – Senior Wealth Banker

Dan Mendel – Planning Specialist

John Eremus – Fiduciary Advisor Specialist (Trust)

Ashley Cook – Philanthropic Specialist

Joanne Shallcross – Special Needs Trust

Tim Rahr – Business Owner Advisor


Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
Stensrud Wealth Management Group of Wells Fargo Advisors

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 (AL, AZ, CA, CT, DE, FL, GA, LA, MA, MD, ME, MI, NC, NH, NJ, NV, NY, OR, PA, TN, TX, VA). 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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