Jan Clements Senior Vice President-Investment Officer Senior Financial Advisor |
Brad Rude Managing Director-Investments Senior Financial Advisor |
Jonathan Moskowitz Managing Director-Investments Senior Financial Advisor |
Jeffrey Saster Senior Vice President-Investment Officer Senior Financial Advisor |
Kyle Kennington, AWMA®, CRPC®
Financial Consultant
|
Curtis Kroll, AWMA®
Vice President- Investment Officer
Financial Consultant
|
Karen Gibson Vice President- Senior Registered Client Associate |
Tonja Holmes Registered Client Associate |
Angela Fettik, FPQP® Assistant Vice President Senior Registered Client Associate |
In today’s changing financial landscape, it’s difficult to implement and manage a comprehensive financial strategy. That’s why we are dedicated to assisting our clients with a full spectrum of financial needs. It starts with listening and understanding your financial situation and goals. Then, we focus on creating your Customized Financial Strategy to help you organize and centralize all aspects of your financial life.
At the Moskowitz Saster Financial Consulting Group, we believe investment management isn’t a one-size-fits-all process. It’s personal and needs a customized approach—one that is flexible and grows with you as your needs change over the years. Our multi-strategy approach harnesses our years of investment guidance experience while incorporating the deep resources of Wells Fargo Advisors, Wells Fargo Investment Institute, and some of the nation’s best known private investment managers to create a portfolio that is aligned with your goals and objectives.
Wells Fargo Investment Institute, Inc. is a registered invesment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A, a bank affiliate of Wells Fargo & Company.