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About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Debra Alberto, CFP
Private Wealth Financial AdvisorManaging Director - Investments
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 29 years to her husband Alan and they enjoy hiking, traveling and the great outdoors. In 2018 they hiked to Mount Everest Base camp.
*The Forbes Best-in-State Wealth Advisors and The Forbes Top Women Wealth Advisor 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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. Fee paid for use of logo.
Investment and Insurance Products Ø NOT FDIC Insured Ø NO Bank Guarantee Ø MAY Lose Value
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.
© 2010 Wells Fargo Advisors. All Rights reserved.
CA Insurance Lic #4053024
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 29 years to her husband Alan and they enjoy hiking, traveling and the great outdoors. In 2018 they hiked to Mount Everest Base camp.
*The Forbes Best-in-State Wealth Advisors and The Forbes Top Women Wealth Advisor 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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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. Fee paid for use of logo.
Investment and Insurance Products Ø NOT FDIC Insured Ø NO Bank Guarantee Ø MAY Lose Value
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.
© 2010 Wells Fargo Advisors. All Rights reserved.
CA Insurance Lic #4053024
Derrick Young, CFP
Senior Financial AdvisorSenior Vice President - Investments
Amy Townsend, CFP
Senior Financial AdvisorFirst Vice President - Investments
As a Financial Advisor who holds the CERTIFIED FINANCIAL PLANNER TM 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 Services, and Insurance as well as various customized and more traditional lending products.
I have been in the financial services industry for 17 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 have been recognized in Forbes Best-In-State Wealth Advisors* in 2021 and 2022, Working Mother Magazine Top Wealth Advisor Moms* list in 2019 and 2020, Forbes Top Next-Gen Wealth Advisors* in 2018, 2019, 2022 and 2023 and Forbes Best-In-State Women Advisors* in 2023. My team was recognized as Forbes Best-In-State Wealth Management Teams* in 2023.
With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM 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 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 children, being outdoors, doing CrossFit and traveling. My husband and I live in the Waukee area with our children: Prisais (10), Freya (7) & Azariah (2).
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
CA Insurance Lic #OH79388
I have been in the financial services industry for 17 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 have been recognized in Forbes Best-In-State Wealth Advisors* in 2021 and 2022, Working Mother Magazine Top Wealth Advisor Moms* list in 2019 and 2020, Forbes Top Next-Gen Wealth Advisors* in 2018, 2019, 2022 and 2023 and Forbes Best-In-State Women Advisors* in 2023. My team was recognized as Forbes Best-In-State Wealth Management Teams* in 2023.
With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNERTM 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 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 children, being outdoors, doing CrossFit and traveling. My husband and I live in the Waukee area with our children: Prisais (10), Freya (7) & Azariah (2).
I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
CA Insurance Lic #OH79388
Clark Bishop
Senior Client AssociateClark 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 19 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 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, choir, and basketball—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
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 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, choir, and basketball—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 Bates
Senior Client AssociateReagan 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 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.
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 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.