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

Corey Albach – Client Associate

Joseph Azzara, CFP® - Managing Partner

Greg Bowden - Managing Partner

Christine Burghart - Senior Registered Account Administrator

Dan Campbell, CRPS® - Managing Partner

Don Cornagie - Managing Director

Joseph G. DiGiacomo - Managing Partner

Michael Eastburn, CFP® - Senior Vice President

Bob Evely - Senior Financial Advisor

Amy Garcia – Senior Vice President

Colleen Geiss, CFP® - Vice President, Financial Advisor

Robyn Geiss, MBA - Vice President, Financial Advisor

David Grindle, CIMA® - Managing Director, Partner

Summer Hoffman – Senior Client Associate

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

Matt Kabala – Managing Partner

Christopher Kelly - Senior Vice President

Karen Kratz - Registered Senior Administrative Assistant

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

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

Carol Lupo, CIMA® - First Vice President

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

Richard E. Miller, Jr. – Managing Partner

Rick Miller, III – Vice President

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

Carlena Piccirillo - Client Associate

Bill Schultz, CFP® - Managing Director

Gene N. Schraeder, Jr. – Managing Partner

Jeffrey C. Simon, CFP® - Managing Partner

Shaun Small - Senior Financial Advisor

Michael B. Tursi, CFP® - Partner

Dave Viola - Senior Managing Director, Partner

Chris Wainwright - Client Associate

 Zach Wolf - Operations Manager

Joe-Caroline-Donna

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.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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