Who We Are

Patrick Ahern is the Managing Director – Investments and Senior PIM Portfolio Manager in the Wells Fargo Advisors La Jolla office. Patrick has been designated a Premier Advisor for 3 years, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism. 

He and his team employ a comprehensive approach in assisting the families they serve. They encompass a holistic, panoramic approach to wealth management, assisting their clients with asset, risk, and liability management. They also work with families who seek estate investment planning, business planning, and legacy planning. As well, Patrick focuses on investment strategies aimed at preserving wealth. He manages client portfolios where income generation is the primary objective and utilizes three different approaches to create diversification of the income stream.

Patrick holds a BS in Economics from California Polytechnic, San Luis Obispo. He enjoys reading, biking, golf, and travel with his wife, Jane. They have two children, Elizabeth and Suzanna. They all enjoy being involved in their community and are actively involved with several charities.

patrick.ahern@wellsfargoadvisors.com · 858.456.7758  

 

Christopher Franke joined Wells Fargo Advisors in La Jolla, CA as a Managing Director – Investments and Senior PIM Portfolio Manager along with his partner, Patrick, in 2014. Chris has been designated a Premier Advisor for 3 years, a designation held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

His primary role for the Ahern-Franke Group of Wells Fargo Advisors is to manage discretionary portfolios that focus on potential to grow. He's developed a comprehensive approach that encompasses three distinct styles of portfolio management. One such goal is to maintain diversity so that “all your eggs are not in one basket.” In addition, Chris is responsible for overall team strategy, branding, marketing, and new business development efforts. Over the last two years, he has focused on creating and facilitating the delivery of content to successful families that help in preparing heirs for the inevitable transition of wealth. Through his experience, he has found that successful parents have spent a lifetime preparing their money for their heirs, but haven't spent any time preparing the heirs for their money.

Chris graduated from the University of California at San Diego, earning dual degrees: a BS in Management Science and a BA in Political Science. He enjoys spending time outdoors with his wife, Marly, his five-year-old, Christopher, Jr., and three-year-old daughter, Milana Grace. When time permits, you'll find him on the golf course or tennis court. He is actively involved with the Fellowship of Christian Athletes, serving as the local Chairman of the Board for San Diego County. In addition, he enjoys supporting a number of other local charitable organizations from Rady's Children's Hospital and the Seany Foundation to Solana Beach Presbyterian Church and Younglife.

  christopher.franke@wellsfargoadvisors.com · 858.456.7766

 

Laurie Burkhardt, Senior Registered Client Associate, is a native of San Diego and has over 20 years of experience in the investment management industry. After receiving her Bachelor's degree from San Diego State University, Laurie began her career at Northern Trust Company, where she worked for 8 years before starting a family with her husband Todd. During her career, Laurie has worked for Stone & Youngberg LLC,  Wachovia Securities, Wells Fargo Advisors, Morgan Stanley and eventually coming back to Wells Fargo Advisors to join the Ahern-Franke Group.

Laurie's experience in the industry gives her valuable insight and sophistication in providing administrative and operational support to the business activities of the Ahern-Franke Group. Laurie exhibits a positive attitude and brings seasoned judgment, hard work and loyalty to the group. In addition, her attention to detail and strong client relationship skills makes her a valuable asset to our team.

During her free time, Laurie enjoys spending with with her family and friends. She loves being a soccer mom, camping at the beach and desert, reading and taking long walks with her husband, kids and dog Stella.

laurie.burkhardt@wellsfargoadvisors.com · 858.456.5458

 

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