About Us

Our company believes that sound financial decisions should not be confusing. Our team works under the philosophy that every client's situation and goals are unique, and therefore each client deserves a specialized approach to planning for their financial future.
Jordan Varela

Jordan Varela

  • CFP
  • CRPC
  • President
Raquel Reynolds

Raquel Reynolds

    • Executive Vice President

    This information is intended for use only by residents of (AL, AZ, CA, CO, FL, IL, IN, KY, MN, MT, NV, OK, OR, PA, TX, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

    For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

    Products and services listed may not be available, or may have restrictions, depending on client country of residence.

    Investment and Insurance Products:

    • Not Insured by the FDIC or any Federal Government Agency
    • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
    • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
    ©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

    Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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