Create the life you love
We are more than just your money managers. We work to help individuals, families, and businesses achieve greater financial confidence through strong investment planning and management. We aim to take great care of you, your needs, and your goals, and we feel a great sense of responsibility that you have entrusted us to help with your investment planning.
Connect with us
Far from being a couple of advisors who joined practices, our team is more like a family - in fact, some of our team members are also family members. After 20+ years in business together, we work as a unit, not taking on individual clients per advisor, but serving each client together as a team. We've stuck together with each other and with our clients through good times and bad. We weathered the storms of the 1999 technology crash, 9/11, the financial crisis of 2008, the S&P 500 crash of 2010, the taper tantrum of 2013, Brexit in 2016, and the COVID-19 pandemic. We are resilient, tight-knit, and read to serve your investing needs.
Distinction and Designation
The Weinkle Batson Investment Consulting Group of Wells Fargo Advisors has been named 2024 - 2025 Forbes Best-in-State Wealth Management Teams. 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. Review award disclosures
Brian Weinkle, CWS, Senior Vice President - Investment Officer; Pam Batson, CFP®, Senior Vice President - Investment Officer; and Andrew Weinkle, CIMA®, First Vice President - Investment Officer have all earned the 2019 -2021 Wells Fargo Advisors Platinum Council. All three advisors also hold advanced certifications that have increased their expertise in the field. Brian Weinkle holds the Certified Wealth Strategist® (CWS®) designation, Pam Batson is a CERTIFIED FINANCIAL PLANNER® professional, and Andrew Weinkle holds the Certified Investment Management Analyst (CIMA®) designation.
*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 criteria may have included best practices and team structure.