Managing Your Wealth: Wells Fargo Advisors

The O’Quin Group of Wells Fargo Advisors

Roger Louis O’Quin, CFP^®, ChFC^®
Sydney O’Quin Gilbert, CFP^®, ADPA^®

As financial advisors, we help manage assets for individuals, trusts, retirement plans, and businesses. Through a long-term investment approach, we help clients develop and implement strategies for building wealth and realizing their goals.

Our mission is to provide objective and timely financial advice and guidance — with a high level of professional service — in building and preserving wealth for our clients. Our goal is to provide thoughtful strategies to help our clients pursue their goals, understanding their priorities and time tables. At Wells Fargo Advisors, we feel that we have the research, technology, and support to provide a first-class experience. We offer a high level of service with sincerity and integrity.

Raquel Parrish AAMS

Associate Vice President-Investments

I specialize in managing individual and family wealth using a personalized approach for each specific need. I tailor portfolios to help meet clients’ financial needs such as growth, investment income management, retirement planning and wealth transfer.

It has been my joy to be in service of my clients for over 24 years, and I am passionate about working with people to help them define and manage their financial goals. Call me today for a free, no obligation consultation and/or portfolio review.

Please contact me by email at Raquel.Parrish@WFAdvisors.com or by phone at 800-482-9654 or 501-217-3075. I look forward to the opportunity to work with you.

The McKinney-Piercy Wealth Management Group of Wells Fargo Advisors

Mike McKinney, CFP^®, Vice-President – Investments
Debi Piercy, CFP^®, Associate Vice President – Investment Officer

We believe clients deserve individual attention with an advisor they trust. Clients deserve an investment plan to record their goals and track their progress. Understanding that changes in life can impact your financial picture, we work closely with our clients to guide them through financial decisions that must be made when circumstances change.

With an emphasis on continuing education, we have earned the CERTIFIED FINANCIAL PLANNERTM, or CFP^®, practitioner designation from the College for Financial Planning. For this designation, we had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. We have combined experience as financial advisors of more than 45 years.

Kevin T. Horn

Associate Vice President-Investment Officer

I guide my clients through a consulting process to ascertain their investment goals and risk parameters, and then use asset allocation models to construct a portfolio of various securities chosen to help my clients meet their financial objectives. Because life and the markets change over time, my clients receive an investment plan that helps them know where they stand now, tomorrow and in the years to come.