The Client Value

Our clients choose to work with us:

For the value we provide beyond what is expected or standard

We understand clients can do business anywhere, and many of our products are not unique to Wells Fargo Advisors Financial Network or our practice.

For our unsurpassed, defined service to the client

We are dedicated to a systematic approach to client communication and service. Our model allows us to track client contact to help ensure that our clients are knowledgeable and informed regarding their investments.

For our comprehensive approach to investment and retirement planning

With our Envision® Process, clients understand that our advice will be consistent with their financial situation and financial goals. We provide a combination of capital preservation and wealth creation strategies, with particular emphasis on asset allocation and risk management.

For our industry experience and substantial resources

With over $300 million in assets under management as of 10/28/2021 and over 50 years of combined experience in the financial services industry, we help clients meet their financial goals on a daily basis. Recognized by Wells Fargo Advisors Financial Network as a Premier Advisor since 2020-2022.  Dan can help his clients focus on total portfolio strategies, diversification, and asset allocation. With access to a broad array of company resources—including research analysts and economic and market experts—Dan and his team help make informed investment decisions based on their clients' specific needs.
The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year and professionalism. Net asset flow (NAF) may also be used to determine recipients.

For our profile as a team known for integrity, trustworthiness, and professionalism

Clients expect and deserve honesty, and we go beyond this expectation in the level of care we provide on their behalf. The needs of the client are always our primary consideration.

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, AZ, CA, CO, FL, GA, LA, MI, MO, NC, NY, OH, OR, SC, TN, VA). 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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