Kris Cobb, CFP®, CDFA™ 

First Vice President – Investments   

Financial Advisor

 

Sandy A. Botticelli, CFP®, CIMA®

First Vice President – Investments

Financial Advisor       

 

As your financial advisors, it is our commitment to develop our relationship and play a key role in helping you achieve your personal and financial goals.  Clients often seek our advice on financial matters that go beyond the scope of their investment portfolios and we welcome it.

We are committed to improving the lives of others. We strive to provide our clients with premiere services and robust tools to help them reach a comfort level in the pursuit of financial security.

Together, our mission is building long term relationships based on trust and providing sound professional advice and superior service.  We are fully invested in you.

 

Our Network of Professionals & Resources

Because your financial situation may at times be complex, we will, with your permission, work directly with other professionals to coordinate, design and implement specific strategies that can help you achieve your goals.  In addition to consulting with attorneys and other professionals within Wells Fargo Advisors regarding technical and planning issues you may face, we work with external professionals including certified public accountants, attorneys and insurance specialists.

 

The use of the CDFA™ designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.