I believe successful client relationships are built on collaboration. The more I know about our clients, the better I can provide the information, insights and solutions they need when they need them most. I genuinely enjoy getting to know about our clients’ lives, families and businesses in order to play a meaningful role in helping them achieve financial freedom and success across generations. I bring to the table not only the experience of a decade in financial services but the professional foundation of my previous career in sales management. Throughout my career, my strong personal work ethic has fueled my capacity to learn and grow with every new experience. It’s how I continue to approach each new challenge and opportunity with our clients every day.

Since becoming a financial advisor, I’ve been fortunate to work with a wide range of clients, strategies and markets to deepen my capabilities in planning, investments and portfolio management, my area of focus on our team. I consider it essential to maintain a realistic perspective and take pride in being attentive and responsive to clients’ questions and requests 24/7. I go above and beyond to provide personalized, comprehensive options for clients, and I have the integrity to say “no,” which clients not only respect but count on.

Originally from Lower Merion, I live in Wynnewood, Pennsylvania today with my wife Carly, our 2 young children and our 2 dogs. I serve on the boards of the Philadelphia Holocaust Remembrance Foundation and the Montgomery Child Advocacy Project. A fan of Philadelphia’s pro sports, I also enjoy the outdoors, going to the gym and playing tennis.

 

Education:
University of Maryland

Professional:
Morgan Stanley 2007–2008
Symantec 2009–2013
AlephCloud Systems 2013–2014
Actiance, Inc. 2014–2015
Wells Fargo Advisors 2014–present


CA Insurance License Number: 0L59190 Resident State: PA

Megg is committed to helping clients achieve what matters most to them. She builds strong, trusting relationships by getting to know clients on a deeper level and creating a comfortable space for open conversations about their goals and concerns. Clients value her thoughtful guidance and her genuine commitment to supporting them through every stage of their financial lives.

Megg began her career in financial services with Wells Fargo Advisors in 2016. Her background in banking and lending gives her a holistic view of clients’ needs, and she takes pride in helping individuals and families pursue goals such as retirement planning, education funding, purchasing a second home or supporting meaningful causes.

A St. Louis native, Megg and her husband, Andrew, enjoy an active outdoor lifestyle with their daughter, Blaire, and their two dogs. An avid runner, she has completed numerous races from 5Ks to full marathons and volunteers as a Girls on the Run coach, helping young runners build confidence and achieve their goals.

Education:
University of Missouri – St. Louis

Professional:
Wells Fargo Advisors 2016–present

CA Insurance License Number: LIC#4205727- Resident State: MO

Judy brings more than 40 years of experience in financial services, having spent her entire career with the same organization since starting at Drexel Burnham Lambert in 1978. Over the decades she has become an expert in operational management and client service, and she takes pride in sharing her extensive knowledge with both clients and her team. Known for her reliability, compassion and meticulous attention to detail, she is committed to ensuring clients receive the information and assistance they need with confidence and ease.

In her day‑to‑day work, Judy manages a wide range of responsibilities, including account rollovers and transfers, estate processing and client trades, while also overseeing internal systems and processes. She is recognized for her responsiveness and her ability to handle whatever arises, giving clients assurance that their needs will be taken care of promptly and thoroughly.

Originally from Roxborough, Judy has lived in East Norriton since 1992. She has an adult son who lives in Asheville and serves in the North Carolina Army National Guard, and she enjoys being a grandmother to her young granddaughter. In her free time she loves taking day trips for fresh produce and Amish donuts, gardening, listening to country music, doing puzzles and spending time with family and friends.

Professional:
Wells Fargo Advisors 1978–present

Credentials:
FINRA Series 7, 66 registered

Sandy brings more than 35 years of experience in financial services and is committed to delivering an exceptional client experience with every interaction. Known as the upbeat, friendly voice who often greets clients when they call the office, she believes strongly in treating others the way she would want to be treated. Clients value her responsiveness, reliability and the care she puts into ensuring their needs are handled smoothly and attentively.

A true people person, Sandy enjoys staying connected with clients and helping them with a wide range of requests. In her role managing account services and daily operations, she handles everything from opening new accounts and ordering checks to helping clients understand their statements. Colleagues and clients alike know her as a dedicated problem‑solver who is always willing to roll up her sleeves and go the extra mile.

A Greater Philadelphia native, Sandy has lived in Ambler with her husband, Richard, since 1995. They enjoy spending time outdoors on their one‑acre property, raising free‑range chickens and tending to their gardens. Passionate about nature and photography, she is an avid birder and even raises and tags monarch butterflies as a hobby. Outside the home, she enjoys hiking, golfing and exploring local state parks.

Professional:
Wells Fargo Advisors 2007–present
UBS 1993-2007
Tucker Anthony 1989-1993
Payne Webber 1984-1989

Credentials:
FINRA Series 7, 63 registered

Lindsey brings nearly 20 years of experience in banking and joined Wells Fargo Advisors in 2021. Throughout her career she has focused on delivering exceptional service, which she considers the foundation of every successful professional relationship. Her personal service philosophy, the “4 Ps” — professionalism, politeness, promptness and personalization — guides her approach to helping clients feel supported, understood and well cared for. She is known for being thorough, reliable and empathetic, always taking personal responsibility to resolve challenges and make clients’ lives easier.

Every day, Lindsey strives to make a positive impact for both clients and her team. Whether she is solving a problem, finding an answer or easing a client’s concerns, she brings a sincere commitment to ensuring that each interaction is handled with care. She genuinely enjoys getting to know clients on a personal level, celebrating their milestones and learning what matters most to their families.

A lifelong resident of Delaware County, Lindsey resides there with her husband, Craig, a police lieutenant, and their three children. She and her husband enjoy visiting local wineries, going to concerts and spending summers with family in Cape May, New Jersey. In her spare time, she loves cooking and is an aspiring guitarist.


Education:
Delaware County Community College, A.S. Business Administration

Professional:
Wells Fargo Bank 2004–2021
Wells Fargo Advisors 2021–present

Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company

At the heart of everything we do is a commitment to our clients, who are our most valuable asset and top priority. As a Registered Client Associate, I act as a flexible, analytical resource, handling everything from client onboarding and account servicing to resolving complex issues and improving operational workflows.  I work closely with the team to ensure clients receive timely, accurate support and stay on track toward their financial goals. My focus is to create a smooth and responsive experience that reflects our commitment to excellence.

I graduated cum laude from Ohio State University with a degree in Economics and Political Science. Before entering financial services, I worked as a real-time power trader, gaining experience in market dynamics and fast paced decision making. I enjoy applying both technical and interpersonal skills in a role that’s constantly evolving.

Originally from Cleveland, Ohio, I’m a lifelong Buckeyes fan and spent many summers at the Jersey Shore. Today, I’m proud to call Philadelphia home. Outside of work, I’m passionate about health and fitness and stay active through running, swimming, and weightlifting.

 

Education
The Ohio State University

Professional
NRG Energy – 2023-2025
Wells Fargo Advisors – 2025 – Present

Credentials
FINRA Series 7 & 66 Securities Registrations

Deb Jette‑Shaner joined the team in February 2026 as a Private Wealth Senior Registered Client Service Associate, bringing more than 35 years of experience across wealth management, trading, and client service. At Wells Fargo Advisors, she has supported high‑volume advisory teams overseeing more than one billion dollars in assets, managing a wide range of responsibilities. Debra is known for her exceptional client service and her ability to build strong, trusted relationships. Colleagues and clients consistently rely on her attentive communication, deep industry knowledge, and commitment to delivering a seamless client experience.

Before rejoining Wells Fargo Advisors, Debra spent four years at Raymond James serving high net worth clients and previously held roles on both the Philadelphia and American Stock Exchanges with Susquehanna Investment Group, Cowen and Company, and Jefferies. Her career also includes experience in institutional sales trading, equity execution services, and equity plan administration.

Debra studied Fashion Merchandising and Business Management at Drexel University and completed market coursework at the New York Institute of Finance. She holds the FINRA Series 7 and Series 63 securities registrations. A Philadelphia native, she lives in Berwyn, Pennsylvania. Outside of work, she enjoys going to the gym, spending time at the beach, and walking her dog in Valley Forge Park.