We embrace the value of a team approach.
Our culture of teamwork fosters the sharing of experience, knowledge, and insights across the entire staff and allows our clients to benefit from more comprehensive financial solutions.
Bryan Cole, CFP®
Ty Keenum, CFP®
Pam Holtzclaw, ChFC®, CLU®, RICP®
Senior Vice President
Tracey Hendrix, CPWA®
Tala McCreless, CFP®, AWMA®
Wells Fargo Advisors Financial Network Platinum Council
Eric Johnson, Brooks Collins, Bryan Cole, Brian Jones, and Pamela Holtzclaw are members of the Wells Fargo Advisors Financial Network Platinum Council (previously known as Premier Advisor) program. Eric has been named to the Wells Fargo Advisors Financial Network Platinum Council from 2019-2021; Brooks has been named to the Wells Fargo Advisors Financial Network Platinum Council from 2019-2021; Bryan has been named to the Wells Fargo Advisors Financial Network Platinum Council from 2017-2021. Brian has been named to the Wells Fargo Advisors Financial Network Platinum Council from 2013-2021. Pamela has been named to the Wells Fargo Advisors Financial Network Platinum Council in 2020 and 2021. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Fundamental Choice Advisors
Pamela Holtzclaw and Brian Jones are Wells Fargo Advisors Financial Network Fundamental Choice Advisors. As Portfolio Manager, Pamela and Brian are certified by Wells Fargo Advisors Financial Network to work with clients through the Fundamental Choice program. This program allows the portfolio manager to make investment decisions on a client's behalf and requires a high level of personal service. The criteria for certification include a mix of experience and education.
The Fundamental Choice program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
CERTIFIED FINANCIAL PLANNNER™ (CFP®)
Bryan Cole, Ty Keenum, and Tala McCreless have earned the CERTIFIED FINANCIAL PLANNER™, or CFP® professional certification. To earn their CFP® credential, they completed hundreds of hours of rigorous courses and examinations offered by various colleges and universities across the country. These courses are then followed by a 10-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards. The qualification process is comprehensive array of advice and skill-based approach that we believe distinguishes CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners from other professional advisors, who typically focus on only one area of a client's financial life.
PIM® Portfolio Manager
Eric Johnson is a PIM® Portfolio Manager. The PIM® program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors Financial Network advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
Chartered Financial Consultant® (ChFC®)
Pamela Holtzclaw earn her Chartered Financial Consultant® designation, Pamela completed a minimum of three college-level courses and passed a series of two hour proctored exams. She also fulfilled stringent experience and ethics requirements.
Chartered Life Underwriter® (CLU®)
Pamela Holtzclaw has earned the Chartered Life Underwriter® (CLU®) professional. This designation represents are specialization in life insurance and estate planning. Pamela completed courses and successfully pass all eight two-hour exams.
Retirement Income Certified Professional® (RICP®)
Pamela Holtzclaw is a Retirement Income Certified Professional® (RICP®). The RICP® designation provides a foundation that assists her in helping provide advice on a broad range of retirement topics including income needs and objectives. RICP® designates also must participate in continuing education.
Certified Private Wealth Advisor® (CPWA®)
Tracey Hendrix has earned the designation of Certified Private Wealth Advisor® professional as authorized by the Investments and Wealth Institute®. The CPWA® certification identifies those individuals who have met the rigorous experience and ethical requirements of the Institute. For eligibility for the exam, Tracey successfully completed Yale University's School of Management's Wealth Management Theory and Practice curriculum. CPWA® certificants also agree to meet ongoing continuing education and ethics.
Accredited Wealth Management Advisor℠ (AWMA®)
Tala McCreless has earned the Accredited Wealth Management Advisor℠ or AWMA® . This is a designation program for financial professionals who address the unique needs of high-net-worth clients. The program's curriculum focuses on behavioral finance, working with small business owners, and succession/exit planning.