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Our Team

We feel a great sense of responsibility that you have entrusted us to help with your investment planning.  We aim to take great care of you - your needs and your goals.

PREMIER ADVISOR

Brian, Pam, and Andrew have all been designated as Wells Fargo Advisors Premier Advisors.   The three have enjoyed this designation since 2019.   To earn this distinction-which is held by a select group of Financial Advisors within the firm-Brian, Pam, and Andrew were measured by completion of educational components, business production and professionalism.   Additional criteria, including length of service, may also be used to determine recipients.

Client Service

Client service is the cornerstone of the Weinkle Batson Investment Consulting Group of Wells Fargo Advisors' culture and what we feel makes us unique among our peers. Our team members are accessible and available to you. We pick up the phone or return your voicemail when we cannot immediately answer your call. When you email, it comes directly to us, and we respond eagerly. The highest compliment we receive is our clients' continued trust in us, and we appreciate the opportunity to share what we do for their benefit, prosperity and legacy.

Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, MA, ME, NC, OR, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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