Andrew Froehle is a financial advisor at Wells Fargo Advisors in Salem, OR, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at Fidelity Investments, Gen II Fund Services, Vertafore, Inc., BNP Paribas Financial Services, and Cologix, Inc. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting specific net-worth criteria, using proprietary research and tools to develop customized recommendations.

Erika Lee is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including Royal Alliance Associates and CGC Financial Services. Outside of her advisory role, she serves as Vice President of Finance for the Delta Gamma Alumnae in the Willamette Valley region. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing tailored recommendations based on proprietary research and planning tools. The firm’s services include a broad range of planning options and integrate advisory services with other financial product offerings.

Brandon Blair is a financial advisor with Wells Fargo Advisors in Salem, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Advisors since 2014 and holds a 34% ownership stake in Summit Wealth Management, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. Their approach integrates customized recommendations using firm research and planning tools, with clients deciding on implementation through brokerage or advisory programs.

Richard Lee Jr. is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors since 2014. He also has an ownership interest in Summit Wealth Management, LLC, where he is involved approximately 10 hours per month. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with various financial product sales and referral channels.