Brian gathers information on his client’s current situation, concerns, risk tolerance, and their goals. The core of my wealth management philosophy is to leverage specialists from my professional network as well as various Wells Fargo Advisors Financial Network. I draw on these resources and oversee the team, so they act as one cohesive unit when addressing each client's complex wealth management needs, including tax efficient investment and legacy strategies, retirement strategies, insurance, and gifting strategies.
Brian has more than 40 years of experience, I use a holistic approach by creating integrated strategies designed to balance risk to help clients achieve their investment goals.
I built my experience as a Financial Advisor and Branch Manager at a series of Wells Fargo Advisors predecessor firms, including Quinn & Co., Wachovia Securities and A.G. Edwards. My educational background includes attending the New Mexico Military Institute and then graduating from the University of Idaho with a bachelor’s degree in animal science.
I am active in the community and participate in many civic and community organizations, including President of Assurance Home Foundation, former Chairman for Lone Tree Inc., and board member of Harvest Ministries.
I have lived in Roswell for over 40 years and our family includes four children and eleven grandchildren. In my free time, I enjoy golf, traveling, and watching my grandchildren grow up. I lost my wife of 43 years in 2022, so I have poured my heart into the Lord and my family.
Having 15 years in the financial services, I provide an exceptional client experience. I go beyond to build relationships with clients and work with the Financial Advisors to help them achieve their goals. I take pride in assisting clients with all aspects of their financial needs and online services. I am fully licensed and able to work with the Advisors to help execute the needs of our clients.
I was first introduced to the financial services industry in 2008 when I began working for Bank of The Southwest as a teller. In 2009, I moved to Bank of America and was able to grow my customer service skills even more. I was at Bank of America until 2013, which is when I started working for Wells Fargo Bank. At Wells Fargo Bank I started as a Personal Banker and grew into a managerial role, Service Manager. I was nominated for the License Banker Position and obtained my FINRA Series 6, 63, 65, and 7 securities registrations. I obtained the role of the Premier Banker position for the district. In 2021, I joined Stokes Wealth Management Group, which I am so proud to be a part of the team!
I have lived in Roswell for my entire life. My husband and I established roots in the country with our 5 children and love country living. We spend a lot of time outdoors and enjoy camping with our family. In my free time, I enjoy playing volleyball for the Roswell Recreation Center, and traveling. I am active in the community and participate in the Youth and High school wrestling programs and I am in the Goddard Band Booster Club. I also volunteer with the Chaves County Sherriff’s department.
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