Brian Casebeer is a CPWA®. Certified Private Wealth Advisor® is an advanced education and certification program for financial advisors serving high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million, and incomes over $250,000. The CPWA program takes a holistic and multidisciplinary approach encompassing advanced wealth-management topics, behavioral finance, charitable planning, estate planning strategies, planning for closely held businesses, planning for executives, investment management, retirement planning, risk management, and tax planning strategies.

Amy R. McCollum is a RICP®. The Retirement Income Certified Professional® designation means the advisor has a specialized education in retirement income and is committed to professional and ethical best practices. A Retirement Income Certified Professional helps clients develop a retirement income plan that will meet their needs and coaches them through all the complexities of making their resources last.

Brian Casebeer is a CIMA®. Certified Investment Management Analyst® certification is the peak international, technical portfolio construction program for wealth management professionals and investment consultants. The certification program requires comprehensive learning and the application of sophisticated technical investment knowledge necessary to meet the real-world needs of individual and institutional investors. We believe CIMA® certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.

Brian Casebeer is an AAMS®. The Accredited Asset Management Specialist® means the advisor utilizes a variety of investment disciplines. These include asset allocation, investment selection, insurance, investment tax considerations, and ethical considerations. The AAMS® designation focuses on a long-term approach.


Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo Advisors. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Wells Fargo Advisors Financial Network is not a legal or tax advisor. However, Casebeer McCollum Wealth Management will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.