Who we are

We are two generations of experienced and credentialed financial professionals who draw on our diverse perspectives to deliver financial solutions for every stage of life or business. Learn More 

We think of our clients as family and aim to provide exceptional service that is tailored to their individual preferences in terms of frequency and mode of contact as well as communication style. Learn More 

Insights & educational content

Check back often to read timely and topical insights on the markets and wealth planning articles. Learn More 

What we do

For many people, their financial affairs can turn into obstacles on the way to realizing their dreams.

Our collaborative process is designed to foster lasting relationships with our clients and their families or colleagues, and help them remove those obstacles with our comprehensive wealth management services.

Our services include wealth planning, tax-efficient investment management, employer retirement plans, retirement income generation, risk management, liability management, education savings, charitable giving and estate planning strategies. Learn More 

Who we help

Individuals & Families

Helping you plan for your future.

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Business Owners

Planning for your business’s unique needs.

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Helping your organization achieve its objectives.

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Chartered Financial Analyst (CFA)

Richard and Ryan are CFA® charterholders. The CFA® is a globally-recognized professional designation given by the CFA Institute following the successful completion of the CFA Program, a rigorous course of study and three-part exam. The program covers investment analysis, portfolio management and wealth planning. The CFA® charter is considered a mark of distinction in the investment management industry. Bound by the CFA Institute’s code of ethics and standards of professional conduct, Richard and Ryan hold themselves to a fiduciary standard, meaning they always place clients’ interests first. Learn More 


Alex and Joe hold the CFP® certification. The CFP® is the standard of excellence for financial planning given by the CFP BOARD. It is awarded after completing a rigorous financial planning curriculum and examination as well as experience and ethical requirements. As CFP® holders, Alex and Joe work with our clients to achieve their financial goals, using a holistic, personalized approach that integrates all the relevant aspects of their personal and financial circumstances. Learn More 

Certified Private Wealth Advisor (CPWA)

Michael holds the CPWA® designation from the Investment Management Consultants Association in conjunction with the University of Chicago Booth School of Business. The CPWA® designation is designed for wealth advisors who work with high-net-worth individuals and help them through the lifecycle of wealth, which includes accumulation, preservation and distribution. As a CPWA holder, Michael works with our clients to develop specific strategies to help reduce taxes, monetize and preserve assets, enhance growth and transfer wealth. Learn More 

Private Investment Management (PIM)

Within Wells Fargo Advisors, Richard and Michael are PIM portfolio managers. Ryan and Alex are PIM program apprentices. The PIM program is a customized portfolio management program geared toward meeting our clients’ specific investment goals. A financial advisor who has met stringent criteria based on experience and expertise acts as your personal portfolio manager. The criteria for entry into the PIM program are more stringent than most other programs Wells Fargo Advisors offers. Less than 10 percent of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers. Learn More