Our planning approach is to take the time to get to know you. As we build your plan, we take a comprehensive approach that considers your risk tolerance, time frame, assets, liabilities, and your personal situation. To help make informed decisions, we draw on the knowledge and experience of each member of our team and the extensive resources available throughout Wells Fargo Advisors and coordinate our recommendations with your other professional advisors.
*Services offered through outside resources or affiliates.
John Williams, Jr., CFP®, CIMA®, CRPC®, CPWA®
Private Wealth Financial Advisor
Managing Director – Investments
Chartered Advisor in Philanthropy®
Travis Taylor, CFP®, CPWA®, AAMS®
Vice President – Investments
Financial Advisor
Kelm Burchard
Senior Client Associate
Amy M Roof, CFP®, CRPC®, CIMA®, RICP®, CPWA®
Senior Vice President—Investments
Financial Advisor
Chartered Advisor in Philanthropy®
Rebecca Bell, AAMS® CRPC®
Senior Registered Client Associate
Kacey Key
Senior Client Associate