BOB WOLTER

BUSINESS DEVELOPMENT PARTNER

With 38 years’ experience in the financial services industry, Bob Wolter brings a wealth of knowledge to his relationships with clients. Bob has extensive experience as both a Financial Advisor and as a Manager/Supervisor the industry.

Bob grew up in Iowa and completed undergraduate work at Iowa State University. He went on to complete a Master of Business Administration degree at the University of Georgia with an emphasis on Securities Finance. Upon graduation he worked as a broker for a major Wall Street firm and was later promoted to Branch Manager. He continued his career as a manager in the industry as a Branch Manager, District Manager and Regional Manager over the years. Most recently he served as the Branch Manager at Wells Fargo Advisors in Del Mar, CA.

Bob and his wife Terry live in San Diego, CA and they have three grown children and two grandchildren. Bob is an avid golfer and also stays active by running, biking and swimming. He and Terry love traveling and spending time with their children and grandchildren.

OUR TEAM

A commitment to excellence brought our talented team together as one independent firm.

Jeff Brown

PRESIDENT

Allison Williams, CFP®, CDFA®

CHIEF OPERATING OFFICER

Patrick Ford, CPWA®

DIRECTOR OF WEALTH MGMT

Tyler Morris, CPWA®

WEALTH ADVISOR, PORTFOLIO MANAGER

Irene Zawasky

CLIENT SERVICES SPECIALIST

Colin Domonoske

WEALTH MANAGER ASSISTANT

Glad Elevado

CLIENT SERVICES ASSISTANT

Bob Wolter

BUSINESS DEVELOPMENT PARTNER