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Your values, your goals, and your money should work together to achieve the life you want.

Let us help you build a plan to set you on track now and for the future. Contact us to learn more.
Craig Wingrove
Managing Director - Investments
Senior PIM Portfolio Manager

512-501-5593 office
Ann Connolly, CFP®
Managing Director – Investments
Senior PIM Portfolio Manager

512-501-5596 office
Aaron Connolly
Financial Advisor

512-501-5605 office
Shannon Simar, MBA
Senior Client Associate - Registered

512-501-5614 office
Tina Nevarez
Senior Client Associate

512-501-5611 office

Introducing others to our team


If someone is important to you, then they are important to us.


We recognize the importance of having a trusted guide who can provide sound financial advice when you need it. As a client, you are in a unique position to introduce others to our team, so that they too might benefit from our services. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions and determine if there is a mutual fit for an advisory relationship.

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

This information is intended for use only by residents of (AZ, CA, FL, IA, LA, MA, MO, NJ, NM, NY, OH, OR, PA, TN, TX, VA, WA, WI). 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 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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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