We would like to take this opportunity to introduce our group at Wells Fargo Advisors.
Greg and Traci began working together in 1994. They realized that by combining their complimentary skill set they could analyze client’s situations better and produce sound investment plans. Our first clients are much the same as they are today; small businesses, not-for profit organizations, and retired high net worth individuals.
In 2020, we expanded our group and want to introduce you to both Ron Hammelman and Stella Carlin.
We have known Ron since 2007, both as co-workers and friends. Now we are excited to be in the same group. Adding Ron will bring another highly experienced Advisor that specializes in corporate retirement plan service and wealth management.
Stella is a Senior Client Associate, she joined our group in September 2020 and has been with Wells Fargo Advisors since 2012. She will be your primary contact for any client administration issues.