About Us

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement or estate investment planning choices later in life, we’re ready and equipped to help you make decisions for your future.

P. Steve Pierce, ChFC®, QPFC

P. Steve Pierce, ChFC®, QPFC

    • Principal
    • Managing Director
    Kelley Orr, QPFC

    Kelley Orr, QPFC

      • Managing Partner
      Phil Clark, CFP®

      Phil Clark, CFP®

        • Managing Partner
        Ronald Roark

        Ronald Roark

          • Senior Client Associate
          Kay Cooper

          Kay Cooper

            • Operations Manager
            Faye Weeks

            Faye Weeks

              • Administrative Assistant
              Cathy Woeste

              Cathy Woeste

                • Administrative Assistant
                Artisan Investment & Retirement Management

                Investment and Insurance Products are:

                • Not Insured by the FDIC or Any Federal Government Agency
                • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                This information is intended for use only by residents of (AL, AZ, CA, FL, GA, IL, IN, KS, KY, LA, MI, MO, NC, OH, SC, TN, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

                For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

                Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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