Team Credentials & Accolades

PIM Portfolio Manager

Kelly Gallagher is a PIM Portfolio Managers. The PIM program is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Kelly has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.



Suzanne L. Cook and Brady Finkenaur have earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn their CFP® credential, they completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.


Chartered Retirement Plan Counselor® (CRPC®)

Suzanne L. Cook has earned her CRPC® designation which focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Susie focuses on client centric problem solving as she assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.


Chartered Financial Analyst

Brady Finkenaur has earned his Chartered Financial Analyst Certification. The CFA is a globally-recognized professional designation given by the CFA Institute that measures and certifies the competence and integrity of financial analysts. As a CFA charter holder, Brady has a strong global investment knowledge, institutional-level investment credentials and advanced portfolio management skills. Bound by a strict code of ethics and a fiduciary standard of care, he always places your interests first.

Forbes Top Women Wealth Advisors Best In State 2022

Suzanne Cook, CFP® was selected among the Forbes Top Women Wealth Advisors Best In State for 2022. The rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating.  This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. Learn More 



CFP®, CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.

The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.