Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Bob Welle

Bob Welle

CFP®

Private Wealth Advisor

Franchise Owner
Learn more about Bob Welle Visit Bob Welle's website
Advisor photo for Zachary Blalack

Zachary Blalack

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Learn more about Zachary Blalack Visit Zachary Blalack's website
Advisor photo for William Anderson

William Anderson

Financial Advisor

Managing Partner of Falcon Ridge Wealth Management
Learn more about William Anderson Visit William Anderson's website


Our team

Gina Seeley

Gina Seeley

Client Relationship Manager

Qualifications

  • Gina has over 14+ years’ experience within the financial industry as a Client Relationship Manager and 401k Specialist, supporting the financial advisors and the team.

Roles & Responsibilities

  • She is highly motivated and customer service is always a top priority in assisting individual investors and/or 401k groups.
  • Gina has set a foundation of building trust and long-lasting relationships between clients and the firms that we work with. Gina schedules for 401k meetings & Wm Scott Anderson.
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Morgan Molan

Client Relationship Manager

Alyssa Black

Administrative Assistant