Jack Zinn AAMS®, Accredited Investment Fiduciary (AIF®), PIM Portfolio Manager, Senior Vice President-Investments
Sarah Halpin CERTIFIED FINANCIAL PLANNER™, First Vice President-Investments
Heather Levasseur Registered Paraplanner™, Officer/Senior Registered Client Associate
The vision of our team is simple - to help our clients build and maintain financially secure lives for themselves and their families.
We seek to understand not only your financial needs but also your personal situation and your priorities. Everyone is different, and we want to know and understand what matters most to you.
We provide a personalized investment plan of advice and rigorously monitor portfolios to your unique situation and investment objectives.
Our clients benefit from our team’s shared knowledge and combined experience of over 60 years. Each member of our team has dedicated themselves to building upon their "hands-on" experience through continuing education offered by the College of Financial Planning and other professional organizations.
We provide all of our clients with exceptional and responsive personal service. We are there for you every day. We will meet with you at our office or in your home. We will communicate with you openly and honestly, and in plain English, not Wall Street jargon. We have done our job when you regard us as a valued resource you can trust and rely on.
Wells Fargo Advisors does not provide legal advice.