Wells Fargo Advisors


Investment Advisory ServicesFinancial Services

About Us

We provide a process for guiding individuals, institutions and non-profit organizations toward accomplishing their financial goals. Once establishing a clearly defined investment strategy, our client’s progress is monitored and updated as time passes. Our niche’ is a propriety investment discipline which equally weights risk and reward and relies on objective, quantifiable investment criteria. Our fee-based platform aligns our interests with those of our client. Above all, our number one concern is always the most cost efficient use of client funds to achieve their investment goals.

Rep/Contact Info

Ms. JoAnne Dawson
Associate Vice Pres, Investment Officer
Mr. Mark Kelch
Senior Vice President - Investments