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. 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.


 
Andrew E McPhail, CFA, CFP®
Senior Wealth Strategist
Managing Director

      
Christy Butler Eckoff, CAP®
Senior Fiduciary Strategist
Executive Director


Brett Erwin, CFA®
Private Wealth Portfolio Manager 



All these are resources are employed by Wells Fargo Bank, N.A

Commercial Banking products and services are provided by Wells Fargo Bank, N.A. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company. Wells Fargo Bank, N.A. is not liable or responsible for obligations of its affiliates. Deposit and credit products and services are offered by Wells Fargo Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.