S. Chuck Viator, CIMA, CFP

Managing Principal
Senior PIM Portfolio Manager

Kimberly Neal

Managing Director
Senior Financial Advisor

Clay Brooks, CFP

Financial Advisor

Nancy Holloway

Senior Registered Client Associate

Jennifier Guidry

Client Service Associate

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:

  • Keep each other informed of any new developments that might affect these strategies.
  • Meet to review your investment plan and be prompt and prepared for those meetings.
Together, we can build an effective, long-term working relationship.

We believe working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. We will agree to:

  • Keep each other informed of any new developments that might affect these strategies.
  • Meet to review your investment plan and be prompt and prepared for those meetings.
Together, we can build an effective, long-term working relationship.

Financial Advisor showing client information on a tablet

Financial Calculators

Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.

Financial Calculators
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Newsletters

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics.

Newsletters
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Market Commentary

A collection of daily and weekly commentary and analysis of the equity and bond markets from Wells Fargo Investment Institute and Wells Fargo Advisors.

Market Commentary

Our Desire

We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we work with you to create a strategy that fits you. You can trust we will responsibly perform all requested services and that we will be available, when you need us. All we expect in return is effective communication and mutual respect to create a successful relationship. To the prospective client reading this, you got this! We would welcome the opportunity to work with you.