Andersen Tax Expands in Metro D.C.

“The team’s overall emphasis on tax and strategic planning and implementation of carefully planned business decisions make them an ideal addition to our firm.”


Union Bank Expands San Diego Wealth Management Team

"With our expert wealth team and specialized products and services, Union Bank has built a solid reputation for serving the complex needs of individuals, families and businesses," said Sherline.


Former Wells Fargo Equities Head Lands at ETF Innovator

Rick also served as President of Wells Fargo Portfolio Risk Advisors (an SEC-registered investment advisor) specializing in the design and management of equity-derivative portfolio overlay strategies for institutional clients of the firm.