COMMITTED TO YOUR SUCCESS
Meet Our Team
Steven (Chris) Urosevich, CRPC®
Managing Director – Investments
Brian Pelling, CFA®
Senior Vice President – Investment Officer
Alexander Senyshyn, CFP®, CERTIFIED FINANCIAL PLANNER®
Financial Advisor
Martie Devoy
Assistant Vice President, Senior Registered Client Associate
Anne Butcher
Assistant Vice President, Senior Registered Client Associate
CREDENTIALS
A foundation of our service
Brian is a CFA® charter holder. The CFA® is a globally recognized professional designation given by the CFA Institute following the successful completion of the CFA Program, a rigorous course of study and three-part exam. The program covers investment analysis, portfolio management and wealth planning. The CFA® charter is considered a mark of distinction in the investment management industry. Bound by the CFA Institute’s code of ethics and standards of professional conduct, Brian holds himself to a fiduciary standard, meaning he always places clients’ interests first
Steven (Chris) Urosevich has earned his CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor®, Steven focus’ on client centric problem solving as he assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
Alexander has earned his CERTIFIED FINANCIAL PLANNER® professional certification. The CFP® professional certification includes demonstrating skill in analyzing and developing personal long-term financial strategies, insurance planning and risk management, employee benefits planning, retirement and estate planning strategies. To earn the CFP® certification, he completed hundreds of hours of rigorous course work and examinations and must adhere to the CFP® Board's Code of Ethics and Professional Responsibility.
Chris Urosevich is a Wells Fargo Advisors PIM Portfolio Manager. As your Portfolio Manager, Chris can actively manage your portfolio on an ongoing basis. He builds your customized asset allocation and investment portfolio after going through a collaborative process to understand your investment goals, time horizon, and risk tolerance. He reviews the progress of your portfolio and can make adjustments based on your changing circumstances and other economic and investment criteria.
The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Brian Pelling is a Fundamental Choice Portfolio Manager. He helps clients engage in an advisory portfolio management process in which they utilize active asset allocation management. In this advisory program, clients have wider exposure to asset classes that can potentially offset the ups and downs of market volatility.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000.
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