Meet the team
Your Wealth. Our Focus.
We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.
We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.
2026 Midyear Outlook: Keeping discipline in noisy markets
Wells Fargo Investment Institute looks at how artificial intelligence (AI) competition, infrastructure demand, and global uncertainty may be creating long-term investment opportunities — and why disciplined investing may help cut through short-term market noise.
Wells Fargo About Money Podcast
Listen to Wells Fargo About Money featuring Michael Liersch. In season one, hear about the tough conversations that people may need to have about money. Wells Fargo About Money is a new podcast series presented by Wells Fargo. By understanding our money behaviors, we all have the opportunity to make better money decisions.