About

We have the knowledge, training, and resources to help our clients succeed financially. Our goal is to provide superior client service. We believe a long-term relationship is built on the trust earned through integrity, hard work and service.

Location

We’re conveniently located. Give us a call or stop by.

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Our Commitment to You

We’ll make financial and investment recommendations with your best interest at heart.

Meet Our Team

Brian Stevenson

Managing Director - Investments

Phone: 614.442.3663
Email: brian.stevenson@wfadvisors.com
CA Insurance License Number 0H86710 Resident Ohio

Jason Knapp

Financial Advisor

Phone: 614.442.3665
Email: jason.knapp@wfadvisors.com

Julie Kayser

Senior Registered Client Associate

Phone: 614.442.3668
Email: julie.kayser@wfadvisors.com

Why Invest With Us

Why Invest With Us

Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.

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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, FL, GA, IL, IN, MD, MI, NC, NH, NJ, NV, NY, OH, PA, SC, TX, WA, WI). 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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