Hi, I'm Patty DeLucas, for the last 32 years, I've lived, worked, played and volunteered in our beautiful mountain community. And for the past 15 years, I've served the Evergreen community as a financial advisor. I am passionate about this community. I enjoy meeting people, and take great satisfaction from the many trusting relationships I've gained helping clients solve problems to achieve financial goals. Professional talent abounds in our own backyard and I'm excited to announce the recent formation of the Zahler Hanzlik DeLucas Wealth Management Group of Wells Fargo Advisors. Our highly qualified team will continue to serve the specialized wealth planning needs of our mountain community.
With advice that is independent, objective, and unbiased, we treat our clients the way we would want to be treated. Investment management is my personal passion, that I enjoy sharing with others, but beyond portfolio performance, our team helps clients see how their investment plan is working to help make their most important goals attainable, including secure, sustainable income for a client's retirement.
Our group combines experience and energy along with a depth of resources, professionalism, and credentials. These credentials include, among others, certified financial planner professionals, CPA, retirement and income certified professional, securities registrations, and life and health insurance licenses. Our collective backgrounds include extensive experience in the oil and gas, and healthcare industries. Our team is uniquely equipped to serve the needs of multigenerational clients. We want our clients to live well and prosper, so they are able to provide for their families and the causes most important to them.
We're here for you, whenever you have questions or concerns we're dedicated to answering your call and striving to promptly find a successful and complete strategy. We are committed to a systematic approach to client communication and serves beyond that delivered by our competitors. Our goal is your financial freedom so that you can turn your attention to the other important things in life.
We know clients can do business anywhere, but our clients use us because they feel valued, listened to, and understood. I believe what separates us is our heart for service. We want clients to know that whatever their financial situation, we are here to help them feel comfortable and confident about their financial path forward. We are a group that will be here to serve you and your families for years to come. We are the Zahler Hanzlik DeLucas Wealth Management Group, investing for you, and invested in our mountain community. Thanks for listening, and we look forward to connecting with you soon.