Jay Tobias, Senior Vice President-Investments
Sarah Halpin CFP®, Associate Vice President-Investments
Jack Zinn, Senior Vice President-Investments 


The vision of The Danforth Group is simple --- to help our clients build financially secure lives for themselves and their families. 

We begin by understanding your personal needs first and then your financial needs so that we can help provide relevant and meaningful strategies for your life priorities.

With a "macro view", we collaborate with your other advisors to guide you and to help you implement a comprehensive plan which may include areas such as: cashflow and net worth, retirement planning, college funding, estate planning strategies1, risk management and tailored lending2.

Our clients benefit from our group's shared knowledge as well as each individual's experience in building and preserving wealth.  Beyond just exceptional service and responsiveness, our collaboration offers you a comprehensive approach to helping you manage, protect and build your wealth.

The Danforth Group of Wells Fargo Advisors.  We measure everything we do against our uncompromisingly high standards for honesty, integrity, and respect.

1 Wells Fargo Advisors does not provide legal advice.

2 Available through affiliates.
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