A personal approach to investing with              

Debra Alberto, CFP®, Private Wealth Financial Advisor,

Managing Director - Investments


As a Senior Advisor who holds the CERTIFIED FINANCIAL PLANNER™ certification at Wells Fargo Advisors, Debra provides clients with a personal approach to help them develop comprehensive plans to reach their long term financial goals. She reviews and updates their plan as their lives change.  She is dedicated to help her clients achieve their life goals by educating and offering trusted advice in the areas of asset allocation, retirement income planning, estate investment planning and risk management. Debra works with clients that take an active role in their financial lives and her mission is for them understand the value of her advice. 

Debra’s practice is built upon referrals from her existing clients.  She is a 30 year veteran of the financial services industry.  Debra began her career in 1991 with Wells Fargo Investments, a predecessor firm of Wells Fargo Advisors after earning her Bachelor of
Science degree from Oregon State University.  She passed the CFP® exam in 1999 and was promoted to Senior Financial Advisor, Senior Vice President – Investments, with Wells Fargo Advisors, LLC.

In 2020 she was named one of Forbes Best-in-State Wealth Advisors and in 2020 she was also named one of Forbes Top Women Wealth Advisor.  She is one of approximately 400 women invited annually to attend the Barron’s Top Women Advisors Summit.**

With integrity and passion, Debra is committed to her client relationships through extraordinary service, investment guidance and asset allocation. She is focused on building strong relationships as she helps simplify her clients’ financial affairs, allowing them to focus on the most important aspects of their lives.

She has been married for 33 years to her husband Alan and they enjoy hiking, traveling and the great outdoors.  In 2018 they hiked to Mount Everest Base camp and climbed Kilimanjaro in 2022.


** Attendees of the Barron’s Top Women Advisor Summit were comprised of the 100 financial advisors listed in Barron’s “Top 100 Women Financial Advisors” list, as well as 400 financial advisors selected by their firms to attend this event. The Barron’s Top 100 Women Financial Advisor award is based on thousands of filtered nominations.  Criteria includes volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practice.  2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. (Source: Forbes.com) 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.    The Forbes Best-In-State Wealth Advisors, and Forbes Top Women Wealth Advisors Best-in-State 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.
Investment performance is not a criterion. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                                       ©2023 Wells Fargo Advisors. All rights reserved.
                                                      CA Insurance Lic #4053024

Derrick’s first priority is getting to know his clients. He does this by listening and helping them define and prioritize their goals. Once the objectives are established, Derrick inputs the clients’ acceptable and ideal goals into Wells Fargo Advisors’ Envision® planning process.  Envision is a unique planning tool that allows Derrick to track and monitor his clients’ progress toward their retirement goals. Another important function of Derrick’s practice is to work with clients to create a customized investment portfolio which is uniquely constructed to help meet the clients’ investment objectives, while at the same time managing risk.
After implementing the strategy, Derrick will review and evaluate the portfolio.

Prior to joining Wells Fargo Advisors, Derrick was Assistant Branch Manager at Wells Fargo Bank in Des Moines, IA for two years, where he specialized in cash management and personal banking. During his tenure with Wells Fargo Bank, he earned a national Service Excellence award.  Derrick has completed the rigorous requirements to obtain CERTIFIED FINANCIAL PLANNER™ certification.

Before beginning his career with Wells Fargo Bank, Derrick earned his bachelor’s degrees in business management and finance from the Harold Walter Siebens School of Business at Buena Vista University in 2008.  While attending Buena Vista, he participated in football, basketball and tennis. He was also recognized as a member of the Dean’s Fellow program awarded to the top 5 percent of business students.  

Derrick and his wife, Jamie, have two daughters, Kennedy & Kinley.  They love to travel, coach their kids’ youth sports teams and are actively involved at their church in Urbandale.


2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
The Forbes Top Next-Gen Wealth Advisors Best-in-State 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.

CA Insurance Lic #4053025

As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER® professional, I work with my clients to develop and implement strategies for building and preserving wealth to realize their life goals. I listen to my client’s need and provide targeted, comprehensive financial advice and guidance — delivered with the highest level of professional service and integrity. Additionally, my clients will have access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. 

I have been in the financial services industry for 18 years. I worked as a Wealth Advisor for four years with McGladrey & Pullen, a CPA Firm, in both Minneapolis and Southern California regions as well as Principal Financial Group in Des Moines, IA prior to joining Wells Fargo Advisors. My office was located downtown Los Angeles within the Wells Fargo Private Bank location until my family relocated to Des Moines, IA in 2018. I now work with clients across the nation to help them achieve their goals for their families. I graduated with Honors and Distinction from the University Of Iowa Henry B. Tippie College Of Business with degrees in Finance and Management. I am a member of the Financial Planning Association and International Beta Gamma Sigma Honor’s Society. I have been included in Working Mother Magazine Forbes Top Wealth Advisor Moms list in 2019 and 2020, 2024 Top Women Wealth Advisors Best-in-State list, 2024 Forbes Best-in-State Wealth Management Teams, as well as Forbes 2024 Top Next-Gen Wealth Advisors Best-In-State.

With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner designation from the College for Financial Planning. For this designation I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. In addition, I hold FINRA Series 7 and 66 securities registrations and am licensed in life and variable insurance.

My life mission is to work with my clients to plan for their financial future. And my commitment to others doesn’t end there, as I am also an active member of the local community. I volunteer both downtown Los Angeles and downtown Des Moines shelters and women’s outreach programs, specifically focusing on bringing hope and joy to children experiencing homelessness. I am also actively involved in our church and the local school district. Away from the office, I enjoy spending time with my daughters, being outdoors, doing CrossFit and traveling to visit family. My husband and I live in the Waukee area with our 11 year old daughter Prisais , 8 year old daughter Freya, and 3 year old son Azariah. 

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.


2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State 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. 2020 Working Mother’s Top Wealth Advisor Moms: Awarded September 2020; Data compiled by SHOOK Research LLC based on the time period from 3/31/19 - 3/31/20 (Source: Workingmother.com). 2019 Working Mother’s Top Wealth Advisor Moms: Awarded October 2019; Data compiled by SHOOK Research LLC based on the time period from 3/31/18 - 3/31/19 (Source: Workingmother.com). The Working Mother’s Top Wealth Advisor Moms rating algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. 2024 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 - 9/30/23 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-in-State 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. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams 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. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. ©2023 Wells Fargo Advisors. All rights reserved. 

 

CA Insurance Lic #OH79388

Clark strives to provide excellent customer service to clients while providing administrative support to the team’s financial advisors. His responsibilities include working with clients to resolve their various service needs, preparing account reports, supporting financial reviews, and completing trades. Clark brings more than 20 years of industry experience to the team, having previously worked as a licensed banker with Wells Fargo bank before his current role.

 He received the Wells Fargo Advisors Platinum Client Associate distinction from 2013 through 2018. The Wells Fargo Advisors Platinum Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.  Clark holds the FINRA Series 6, 7, 63, and 66 registrations, as well as a Life Insurance license. He earned a B.A. in criminology with a minor in sociology from the University of Northern Iowa.

Clark and his wife, Amy, have two daughters, Mya and Cadence. In his free time, he supports his daughters’ activities—including dance, band, and choir—as well as enjoys travel, motorcycle rides, fishing, movies and music. He is active in serving his church through music ministry and pastoral search teams, and he volunteers with a number of charities, including Reach Global ministries, Habitat for Humanity, Meals from the Heartland, Walk for Life and the Susan G. Komen Race for the Cure.
CA Insurance LIC 4055143

Reagan meets various service requests for clients, including opening accounts, managing client paperwork, handling scheduling appointments for new and existing clients, and executing certain securities trades.  Prior to joining Wells Fargo Advisors, Reagan spent 11 years at DeWaay Capital Management as a Sales Assistant and Customer Service Manager, where she managed a team of up to 20 registered Sales Assistants and support staff.  

In addition to her 16 years in the financial services industry, Reagan brings more than two decades of customer service experience and knowledge to her role, and she holds the FINRA Series 6, 7, 63, 66, 24 registrations, as well as a Life Insurance license.  

Outside the office, Reagan enjoys spending time with her daughter, Chelsea, and her two dachshunds, Peanut and Lucy Lu. She also likes knitting, crafting, reading and working puzzles. In addition, Reagan is a volunteer with several charitable groups, including Orchard Place, National Alliance on Mental Illness (NAMI), Second Chance Dog Rescue and Meals from the Heartland