Dedicated Team of Financial Advisors with 50+ Years of Cumulative Experience

Our team is dedicated to helping you with all your financial matters and providing advice beyond investing. We currently have clients in 24 states that we assist with wealth planning, risk management, estate planning strategies, and investment management.

Our group is comprised of Suzanne Tovar, Alex Tovar, and Grace Ann Hardison. We are supported by our Senior Registered Client Associate, Becky Souders. In 2023, 2024 and 2025, our team was awarded the Forbes Best-in-State Wealth Management Teams[1].  The group members during the award period for 2023-2025 were Financial Advisors, Suzanne Tovar and Alex Tovar, and Senior Registered Client Associate, Becky Souders.

Suzanne is a Managing Director – Investments and has been named Platinum Council*, 2009-2024. She has been awarded the Forbes Best-In-State Wealth Advisors[2], 2020-2024. Forbes Top Women Wealth Advisors[3], 2020-2022. Forbes Top Women Wealth Advisors Best-in-State[4], 2023-2024.

Alex is a First Vice President – Investment Officer and holds the CERTIFIED FINANCIAL PLANNER® certification, and before joining the Tovar Wealth Management Group, was a practicing CPA (non-practicing now).

Grace Ann is a Financial Advisor and before joining the team, was a practicing CPA (non-practicing now) at Ernst & Young for the past 10 years.

Together we are a collaborative, multigenerational team, dedicated to providing holistic and comprehensive advice to our clients. 

Wealth Planning

Our passion is to understand you and your family. As we believe effective wealth management requires a holistic, and deep planning approach. We focus on delivering collaborative advice ranging from retirement planning, investment management, tax-efficient strategies, as well as risk management, charitable giving, and estate planning strategies for your wealth transfer.

Trust, and Understanding the Why

In our experience, two common themes are the key to a successful and thriving client experience. Trust and Understanding the Why. As with all meaningful relationships, they are grounded and cultivated around a deep sense of trust, and we believe this to be an essential and necessary element of our clients' success.

We also want our clients to Understand the Why. Why do I need to invest? Why do I need insurance? Why do I need a trust? Why do I need an investment plan? Asking these questions provides clarity and purpose to the decisions and recommendations we make together with our clients.

· Disclosures:

All awards compiled by Shook Research, LLC. (Source Forbes.com).

1) 2025 awarded January 2025; Data compiled based on the time period from 3/31/23 - 3/31/24.  2024 awarded awarded January 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 awarded January 2023; Data compiled based on the time period from 6/30/21 - 6/30/22.

2) 2024 awarded April 2024; compiled based on the time period from 6/30/22 - 6/30/23. 2023 awarded April 2023; Data compiled based on the time period from 6/30/21 - 6/30/22. 2022 awarded April 2022; Data compiled based on the time period from 6/30/20 - 6/30/21. 2021 awarded February 2021; Data compiled based on the time period from 6/30/19 - 6/30/20. 2020 awarded January 2020; Data compiled based on the time period from 6/30/18 - 6/30/19.

3) 2022 awarded March 2022; Data compiled based on the time period from 6/30/20 - 6/30/21. 2021 awarded March 2021; Data compiled based on the time period from 6/30/19 - 6/30/20.  2020 awarded March 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2024 awarded February 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 award March 2023; Data compiled based on the time period from 6/30/21 - 6/30/22.

4) 2024 awarded February 2024; Data compiled based on the time period from 6/30/22 - 6/30/23. 2023 award March 2023; Data compiled based on the time period from 6/30/21 - 6/30/22. View Award Disclosures

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following:  completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.