Guiding Your Wealth With
Clarity, Confidence, and Purpose.
At the Wells Financial Consulting Group, we believe true financial success isn’t defined by a single decision — it’s built through a thoughtful, disciplined approach.
Schedule Consultation
Transforming
Complexity into Clarity
We don't just manage money; we engineer outcomes. Your financial success is built on a foundation of clear goals and a disciplined roadmap to achieve them.
Wells Financial Consulting Group
A dedicated team of professionals committed to your financial success and legacy.
Don Wells
Don leads the group with extensive experience in wealth management and strategic financial planning.
Kyle Wells, CFP®
Kyle specializes in comprehensive financial planning and investment strategy for our clients.
Troy Johnston
Troy brings deep knowledge in portfolio management and market analysis to the team.
Kit Larsen
Kit helps to ensure a seamless client experience through dedicated support and relationship management.
Jill Sharp
Jill focuses on administrative excellence and providing high-touch service to all our valued partners.