Steve Christensen believes his success is a testament to the rewards of integrity, hard work and disciplined investment strategies. He has been a financial advisor with Wells Fargo Advisors since 1988 and is among a select group of Private Investment Management (PIM) Portfolio Managers who meet Wells Fargo Advisors' requirements to provide affluent clients with a combination of individualized investment solutions and strategies on a discretionary basis.

Steve attributes his high client retention rate to his commitment to providing a superior level of service and effective communication. He places a priority on understanding his clients' individual goals and then developing custom strategies. Steve has extensive experience in the fields of Tax Investment Strategies, Asset Management, Estate Planning Strategies, Concentrated Stock Management and Philanthropy.

Steve earned his bachelor's degree in Finance with a minor in German from Texas Christian University. As a soccer player at TCU, he led his team as captain to two Southwest Conference championships. Steve is a member of the Christensen Family Foundation serving communities across the country and is involved in Helping Our Heroes, which provides injured veterans and first responders the resources they need during their recovery and transition back to their communities. Steve once climbed to base camp of Mount Everest to raise money for Special Olympics.  Steve enjoys time with his two children, Ava and Axel.  Steve enjoys an active lifestyle, whether he’s skiing in Colorado, playing golf, traveling or just keeping up with his kids.

Bradley Wilson joined the Christensen-Wilson Private Wealth Management Group of Wells Fargo Advisors in 2005, and earned the CERTIFIED FINANCIAL PLANNER™ certification in 2010. This 10 hour examination evaluates one's ability to apply knowledge of the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance to real-life situations.

Bradley has also been recognized as a Platinum Council Advisor from 2019-2023. The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism.  Additional criteria, best practices and team structure, may also be used to determine recipients. Other recent accolades include being selected by Forbes as one of the 2019 Forbes Top Next-Gen Wealth Advisors*, and winner of the Five-Star Manager award in 2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015**. Bradley currently holds a Series 7, Series 66, and Series 31 registration as well as his Life and Health insurance licenses. In addition to serving as a Wells Fargo Advisors Senior PIM Portfolio Manager, Bradley is a Southern Methodist University CAPE instructor and teaches classes on personal finance and investment behavior.

Bradley is passionate about his involvement with Big Brothers Big Sisters of Greater Dallas. He commented, "The mission of BBBS is creating friendships, changing lives. And with all friendships they require time and trust. Sharing and understanding different perspectives is the first step to implementing meaningful change. Plus we've managed to have quite a bit of fun along the way!"

Bradley is an avid scuba diver, diving in locations such as the Caribbean, the Galapagos, and the Great Barrier Reef. He also enjoys traveling, having visited over 70 countries on 6 continents, and hopes to see Antarctica in the near future!

 

*The Forbes Top Next-Gen Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

This award was issued on 7/1/22 by Five Star Professional (FSP) for the time period 09/20/2021 through 04/8/2023. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
 

Award issued on 7/1/21 by Five Star Professional (FSP) for the time period 9/21/2020 through 4/30/2021. 4007 Dallas area wealth managers were considered for the award; 323 (8% of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/20 by Five Star Professional (FSP) for the time period 10/7/2019 through 4/24/2020. 4374 Dallas-area wealth managers were considered for the award; 335 (8% of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/19 by Five Star Professional (FSP) for the time period 10/22/2018 through 5/3/2019. 3899 Dallas-area wealth managers were considered for the award; 393 (10% of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/18 by Five Star Professional (FSP) for the time period 10/24/2017 through 45/21/2018. 3851 Dallas-area wealth managers were considered for the award; 338 (9% of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/17 by Five Star Professional (FSP) for the time period 9/26/2016 through 4/28/2017. 2730 Dallas-area wealth managers were considered for the award; 382 (14% of candidates) were named Five Star Wealth Managers.

Award issued on 6/1/16 by Five Star Professional (FSP) for the time period 11/30/2015 through 5/18/2016. 2471 Dallas-area wealth managers were considered for the award; 678 (27% of candidates) were named Five Star Wealth Managers.

Award issued on 7/1/15 by Five Star Professional (FSP) for the time period 11/30/2014 through 5/18/2015. 2862 Dallas-area wealth managers were considered for the award; 684 (24% of candidates) were named Five Star Wealth Managers.

Lily Hao has a diverse background in the sciences, finance, and client service. She was born in Shanghai, China and immigrated to Cincinnati, OH with her parents at a young age. She later attended Duke University and graduated in 2006 with a Bachelor of Science in Psychology / Neuroscience. After graduating, she moved to New York City and worked at Thomas Weisel Partners (later acquired by Stifel), a boutique investment bank that specialized in high-growth stocks such as tech and healthcare, as a biotechnology equity research analyst. Lily performed financial analyses of public small-cap to mid-cap biotech companies in order to provide buy / sell recommendations to institutional clients. She also worked at the Securities Industry and Financial Markets Association (SIFMA), the main trade association representing financial firms, in New York on Dodd-Frank reforms. To be closer to family, she and her husband moved to Dallas and joined our team in 2015.

Lily oversees our team's customized investment planning. By working closely with our clients, Lily helps to ensure their investment plan score remains on track through the careful updating and reviewing of their plan. Also, Lily believes that it is important that our clients consider both the investment and liabilities sides of their balance sheets. To this end, she can provide clients with access to specialists at Wells Fargo Bank, N.A. that can address banking and lending needs. She currently holds a Series 7 and 66 registration as well as her Life and Health insurance licenses.

Lily is a Board member of the Duke North Texas alumni chapter and helps drive community engagement through Blue Devils basketball watch events. Lily and her husband love to spend time outdoors with their son Leo. She enjoys the arts as well, as she used to play piano competitively and earned an Honorable Mention in the World Piano Competition at 17 to play at Carnegie Hall.

Shiv Patel joined Christensen-Wilson Private Wealth Management Group of Wells Fargo Advisors in 2022 through the New Advisor Development Program.

 
Shiv started his career at Wells Fargo in 2020, where he was part of the Wealth and Investment Management (WIM) Internship program, working in The Private Bank assisting with Commercial Real Estate efforts. Upon graduation in July 2021, Shiv moved to St. Louis, Missouri to work at the home office for Wells Fargo Advisors. He joined the Private Wealth Management team through the Wealth & Investment Management (WIM) Analyst program, where he assisted custom credit bankers in leading a SOFR transition project. At the start of 2022, due to managerial changes, he switched over to the Business Development Group (BDG) to further follow his career path.

 
Shiv graduated from The University of Pittsburgh in May 2021. He earned his Bachelor’s degree in Finance and Marketing with a minor in Economics from the Katz School of Business. Shiv was actively involved with organizations during his time at Pitt, serving on the Executive Board for Phi Kappa Theta Fraternity and holding leadership positions for the Hindu Students Council and Behavioral Economics Association.

 
In his free time, Shiv enjoys playing volleyball, travelling to new places, spending time with family and friends, and is currently learning golf.  He grew up in Hopewell, New Jersey and is a die-hard New York sports fan.