Focus
As Senior Vice President- Investment Officer, with Wells Fargo Advisors my mission is to provide a comprehensive investment plan to help you feel confident about your financial future.
Background and experience
Prior to working at Wells Fargo Advisors I worked at a small sales and marketing company in both their Philadelphia and North Jersey markets. There I managed over 30+ major apartment complexes in the Philadelphia, Jersey City, and Hoboken areas for our major client. I then transitioned into the media industry where I worked for Discovery Communications in New York City on their Advertising and Marking teams. With extensive experience in sales and marketing I know the importance of providing a client first approach to all proposals. With my experience in various markets I know that not all clients are the same. A personalized approach is important to develop a functional working relationship for your future investment needs.
My team is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. Our mission is to provide every client with targeted, comprehensive investment advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity. We strive to help each one of my clients plan for a financial future in a way that best meets his or her goals.
Our Team
Our Client Associate, Jenine Wamsher, along with a resourceful team of home office professionals are standing by to help ensure superior client service excellence.
Away from the office
Outside of the office, my wife and dog Oakley, enjoy exploring the outdoors and staying active. You can find us walking around our favorite spots in Lancaster nightly. On weekends we love to travel and see close friends or relatives and see the sights and food that each city has to offer.