Our Mission

Our mission is to positively impact the lives of our clients by helping them achieve financial success. We build meaningful relationships with our clients by understanding all the aspects of their life goals and by providing industry leading investments to help achieve those goals. Collectively we provide over three decades of experience with customized investment planning, and we pride ourselves on the distinguished heritage we offer to the clients and communities we serve. We help people make informed decisions.


Our Commitment to you

We will honor our relationship with integrity

When you work with us, you will deal with professionals who take the time to listen to understand your needs and goals. We pay serious attention to the safety and security of your money and investments.

We will be invested in your success – every step of the way

At the heart of our method is the Envision® process and client advisory platorms that provide a well-designed investment plan to serve as the foundation of our long-term relationship with you. Because life and the markets change over time, you need an investment plan that allows you to know exactly where you stand at all times.

A team approach

Don, Lisa, and Christy are supported by a team of investment planning and client service professionals who offer you individual service and attention. As a client, you can expect:

  • Professionals who gather and analyze your financial situation to develop a clear picture of your specific needs, assets, liabilities, and risk tolerance;
  • Financial Advisors will design a financial strategy that takes into account the full range of needs you have now, and those needs you may have in the future;
  • Specialists will review your strategy, consulting with you to make appropriate adjustments, assisting you in keeping your plan on track. 

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 (AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, NC, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VI, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

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 Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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