Create the life you love

We are more than just your money managers. We work to help high-net-worth 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.
team photo.png

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 flash crash of 2010, the taper tantrum of 2013, Brexit in 2016, and the COVID-19 pandemic.

We are resilient, tight-knit, and ready to serve your investing needs.

Distinctions and designations

Brian, Pam, and Andrew have all earned the distinction of Premier Advisor* at Wells Fargo Advisors for every year since 2019. 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 (CFP®) professional, and Andrew Weinkle holds the Certified Investment Management Analyst (CIMA®) designation.

*The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of education components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.