Why we became financial advisors


why steve headshot.png

Why Steve became a financial advisor:

As a financial advisor, I am rewarded with the success of others whether watching a child or grandchild graduate college, seeing a child get married, purchasing the home of their dreams, starting a business, endowing a charity or retiring confidently.

Each one of our clients is unique. By listening, I am able to understand their goals, values, motivations and challenges. This enables me to provide distinctive solutions to help achieve lifelong success.
why brian headshot.png
Why Brian became a financial advisor:

I chose this career because it’s interesting, it’s challenging and it’s fun. Every day I go to work is an opportunity for me to help someone move a little closer to achieving their life goals. Nothing is more professionally rewarding than sharing in a client’s success, and so few careers offer the opportunity to have such a significant impact on an individual or a family’s life.

Over the years, we’ve been able to help our clients in many areas:

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 (CA, CT, FL, KY, LA, MA, MD, MN, NC, NJ, NM, PA, PR, TX). 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX