About Us

Planners

Mike Wellman CFP, CLU, CEA

Financial Planner
» Founding partner
» Industry experience since 1988

Support Team

Paula Wellman

» Financial Administrator
» Team member since 2008

Allison Weinstein

» Operations Administrator
» Team member since 2014

Mission

Helping people achieve financial independence.

Vision

Clients of Wellman and Associates have clearly defined goals and are implementing a plan to create an increased sense of confidence and control in the face of their dangers and challenges.