Ask Our Financial Advisors Anything. Really, Anything.

We have more than 20 investment and retirement specialists ready to help clarify your financial picture.

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Click on one of our talented professionals below to learn a bit about them, and they'll be happy to get back with you.

Matthew Adams, CFP® - Vice President, Financial Advisor

Michael Ahrens, CFP®, CPM® - Managing Director

Joseph Azzara, CFP® - Managing Partner

Greg Bowden - Managing Partner

·      Zach Wolf - Operations Manager

Dan Campbell, CRPS® - Managing Partner

Bob Evely - Senior Financial Advisor

Colleen Geiss, CFP® - Vice President, Financial Advisor

Robyn Geiss, MBA - Vice President, Financial Advisor

David Grindle, CIMA® - Managing Director, Partner

Caroline Jones, CFP®, CRPC®, CRPS® - Vice President, Financial Advisor

Carol Lupo, CIMA® - First Vice President

Shaun Small - Senior Financial Advisor

 

TPG Teams
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1787 Wealth Management

·      Joseph G. DiGiacomo - Managing Partner

 

Cornagie Wealth Management

·      Don Cornagie - Managing Director

·      Colleen Geiss, CFP® - Vice President, Financial Advisor

·      Christine Burghart - Senior Registered Account Administrator

 

Eastburn Wealth Management

·      Michael Eastburn, CFP® - Senior Vice President

J.M.Equity Advisors

·      Michael B. Tursi, CFP® - Partner

 

Kelly Private Wealth Management

·      Christopher Kelly - Senior Vice President

 

Lewis, Litwinsky & Associates

·      William V. Lewis, Jr., CFP®, CAP®, CLU®, CPM®, CRPS® - Managing Principal, PIM Portfolio Manager

·      Marisa Litwinsky, CRPC® - Managing Partner, Senior Financial Advisor

·      Lori Piazza-Timchack – Assistant Vice President, Senior Financial Advisor

·      Karen Kratz - Registered Senior Administrative Assistant

·      Carlena Piccirillo - Client Associate

 

Miller Garcia Wealth Management

·      Richard E. Miller, Jr. – Managing Partner

·      Amy Garcia – Senior Vice President

·      Rick Miller, III – Vice President

·      Corey Albach – Client Associate

·      Orlando Maldonado, CFP®, CIMA® - Wealth Management Advisor

Schraeder, Kabala, & Associates

·      Gene N. Schraeder, Jr. – Managing Partner

·      Matt Kabala – Managing Partner

·      Summer Hoffman – Senior Client Associate

 

Schultz Wealth Management

·      Bill Schultz, CFP® - Managing Director

Tryline Private Wealth

·      Jeffrey C. Simon, CFP® - Managing Partner


·      Dave Viola - Senior Managing Director, Partner

·    David Grindle, CIMA® - Managing Director, Partner

·     Chris Wainwright - Client Associate

 

Joe-Caroline-Donna
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Tim Adams, CIMA®

Owner, President 


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Matthew Adams

Vice President, Financial Advisor


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Tim Adams, CIMA®

Owner, President 


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Matthew Adams

Vice President, Financial Advisor


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Our Princeton Group Partners

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Don Cornagie

Managing Director

Colleen Geiss, CFP®

Vice President, Financial Advisor

Christine Burghart

Senior Registered Account Administrator


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Gary Gallman

Managing Director

Matthew Adams

Vice President, Financial Advisor

Callie Bruns

Client Associate


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Don Cornagie

Managing Director

Colleen Geiss, CFP®

Vice President, Financial Advisor

Christine Burghart

Senior Registered Account Administrator


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The Princeton Group Oxford Harriman & Company

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, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY). 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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