About Us

Meet Our Team

James Martin

James Martin, CFP

Managing Partner
Senior PIM Portfolio Manager
Brad Seagraves

Brad Seagraves

Managing Director
Financial Advisor

Andrew Crone, CFP

Managing Partner
Senior Financial Advisor

Bruce Peterson, AAMS, CRPC

Managing Principal
Fundamental Choice Portfolio Manager

Lyle Cogbill

Managing Principal
Senior PIM Portfolio Manager

William Lloyd, CFP

Portfolio Administrator

Felicia Hogue

Portfolio Administrator

Tracie Taylor

Senior Registered Client Associate
© 2021 Wells Fargo Clearing Services, LLC. All rights reserved.