Meet Our Team
People first. Planning always. Coordinated guidance you can rely on.
Additional Resources
To support your financial needs, we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. These resources are employed by Wells Fargo Wealth and Investment Management (WIM) and Wells Fargo Bank*. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us
Backed by the Strength of Wells Fargo Advisors
We are proud to be backed by Wells Fargo Advisors, a nationwide financial services company with a legacy of serving communities for 140+ years. As one of the nation’s premier wealth management firms, Wells Fargo Advisors is known and respected for the responsible stewardship of its clients’ assets. A non-bank affiliate of Wells Fargo & Company, Wells Fargo Advisors prides itself on exceptional service based on trust and knowledge, having built a corporate culture that puts client needs above all else.
3 Million+ Households*
$2.0 Trillion in Total Assets*
Locations Across all 50 States in the U.S.
* Data above as of September 30, 2025.