Each of our advisors have earned distinctive letters behind our names. Our diversity of skills that we’ve obtained through these certifications ensures a “checks and balances” approach to each client interaction – in other words, we cover all your financial bases as a team, since we are each trained in different focus areas.
The CERTIFIED FINANCIAL PLANNER™ designation is conferred by the Certified Financial Planner Board of Standards, Inc. A financial professional who carries this designation is better equipped to address all aspects of a client’s financial life rather than just focusing on one. This way, they create holistic plans that take into account a client’s goals and various financial puzzle pieces. 

Pam Batson carries this designation. 

The Certified Wealth Strategist® designation is offered by the Cannon Financial Institute. The certification covers rules, regulations, laws, and standard operating procedures for professionals who specialize in working with high-net-worth clients. As a client’s wealth increases, the complexity of their needs also increases – the value of a CWS® is their ability to help find unique solutions to fit specific circumstances of affluent clients.

Brian Weinkle has earned this designation. 

The Certified Investment Management Analyst® (CIMA®) is a designation issued by the Investments and Wealth Institute. An advisor with this certification specializes in working with clients on investment planning strategies, asset allocation, risk assessment, performance measurement, and portfolio management. 

Andrew Weinkle holds this designation. 

Investment and Insurance Products are:

  • 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

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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 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.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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