Good Financial Advice Starts with Real Connection

We’re not just here to manage money, we’re here to be your partners through life’s biggest decisions. Whether you’re thinking about retirement, selling a business, navigating a life transition, or simply looking for a financial roadmap for the future, we’re with you every step of the way.

Ed Worrell, CFP

Managing Director - Investments

Eric Worrell, CFP, CPWA, CEPA

Managing Director - Investments

Kevin J. Lennon, CFP

Financial Consultant

Rahil Momin

Client Associate

Megan Bell

Client Associate

ADDITIONAL RESOURCES*

A Team Approach to Support Your Needs

As your personal advisory team, we can connect you with specialists from Wells Fargo that will work with your attorney, accountant, and other outside advisors to holistically support your financial goals. The Wells Fargo specialists listed below are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products.

*Casey Bacica

Senior Wealth Management Banker
Vice President
NMLSR 614616

*Rob DeVaux

Senior Lead Wealth Custom Lending Specialist

*Andrew McPhail

Senior Wealth Planning Strategist

*Mahesh Rao

Business Owner Advisory Strategist

*Christy Eckoff

Senior Trust Advisor

*Peter McGaffigan

Senior Private Wealth Portfolio Manager

*Elizabeth Snyder

Senior Philanthropic Trust Specialist

*Jim Sweetman

Alternative Investment Consultant

*Employed by Wells Fargo Bank, N.A.

Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company.

Bank products and services are available through Wells Fargo Bank, N.A.

Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.

Wells Fargo and Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.

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