Your needs will be addressed by a team of six individuals with over 100 years of combined experience, providing a depth of knowledge and financial acumen. Three of our advisors are CERTIFIED FINANCIAL PLANNER™ professionals, collectively managing over $1 Billion in client assets as of October 2022. Supported by the vast resources of Wells Fargo Advisors, we operate in an open architecture environment, working with a broad menu of providers in the financial services industry.