The Team

Falcon Ridge Wealth Management
Owning a business can be a dream come true, but it can also create unique personal financial considerations. With our experience helping small business owners with ongoing advice, we help our clients consider tax strategies, employee benefit and retirement plans, insurance and protection plans, business valuation and succession planning. Using our exclusive Confident Retirement® approach, we offer personalized advice to help them make more confident financial decisions for themselves and their business, today and for the future.

Our Advisors

Bob Welle

Bob Welle

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Business Retirement Plans

Education

Oregon State University
CA Insurance #0B65022

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William Anderson

William Anderson

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

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Our Staff

Sheila Hasty

Sheila Hasty

Office Manager

Administrative Assistant
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Qualifications

  • Sheila has over 18 years’ experience within the financial industry as an Administrative Assistant and Office Manager.

Roles & Responsibilities

  • Sheila is the face of our team and will ensure visitors receive a heartwarming welcome whether you visit our office or give us a call. Sheila oversees office operations and procedures.
Connie Luckman

Connie Luckman

Administrative Assistant

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Qualifications

  • Connie has over 9 years’ experience within the financial industry as an Administrative Assistant and Scheduling coordinator with Ameriprise.

Roles & Responsibilities

  • Connie excels at customer service and her knowledge of the Ameriprise platform. Connie schedules Bob Welle's appointments.
Gina Seeley

Gina Seeley

Administrative Assistant

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Qualifications

  • Gina has over 10 years’ experience within the financial industry as an Administrative Assistant 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 and Zachary Blalack.