Experience You Can Trust

With more than three decades of experience in financial services, Thomas Bishop is a highly accomplished Private Wealth Financial Advisor at Wells Fargo Advisors dedicated to helping clients make informed decisions and achieve long-term financial success. Known for his analytical mindset and ability to simplify complex concepts, he helps to design strategies to help high-net-worth individuals, families, and institutions reach both their financial goals and
their broader life priorities.



Thomas began his career as a Certified Public Accountant, where he gained a strong technical foundation in taxation and financial analysis. While he excelled in the discipline, he realized his passion lay beyond the numbers— he was drawn to investment strategy, personal relationships, and the opportunity to help people navigate their full financial potential. This led him to transition into wealth management, where he continues to apply his analytical training to real-world planning and investment challenges. Clients value his ability to zoom out and provide a clear, big-picture perspective while also addressing the details that matter.

Thomas brings broad experience and an institutional-oriented approach to investment management and portfolio construction. He is a PIM® Portfolio Manager¹ and holds the Chartered Retirement Plans Specialist^SM (CRPS^®) and Accredited Investment Fiduciary^® (AIF^®) designations, along with FINRA Series 7 and 8 securities registrations.

Together, his experience, credentials, and institutional perspective allow him to deliver disciplined, research-driven guidance that is thoughtfully tailored to each client’s objectives.

Thomas’ commitment to excellence has earned him national recognition, including being named as one of Forbes Best-In-State Wealth Advisors in 2024 and 2023².

Outside the office, Thomas is deeply rooted in his community. He is active with the New Jersey Colts Ice Hockey Club, where he has coached and supported youth hockey for many years. An avid boater and fisherman, he enjoys time on the water with family and friends. Thomas and his wife reside in Kinnelon, New Jersey, and are the proud parents of five grown children.

¹ Fees for the PIM program include advisory services, performance measurement, transaction costs, custody services and trading. They do not cover the ongoing fees and expenses of certain investments held in the account and customary brokerage charges may apply to non-program assets. Fees are based on the assets in the account and are assessed quarterly. There is a minimum fee of $250 per calendar quarter to maintain this type of account. Advisory accounts are not designed for excessively traded or inactive accounts and may not be appropriate for all investors. During periods of lower trading activity, your costs might be lower if our compensation was based on commissions. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services, including fees and expenses. The minimum account size for this program is $50,000.

²2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. See additional award disclosures at https://www.wellsfargoadvisors.com/disclosures/awards-disclosures.htm#forbes

Kevin Bishop is a Financial Advisor at Wells Fargo Advisors, where he is dedicated to helping individuals, families, and business owners build lasting wealth through thoughtful, planning-led investment strategies.

As a Financial Advisor, Kevin serves clients with more complex needs—providing access to a deeper platform of specialized resources, advanced investment capabilities, and a collaborative network that supports multigenerational planning, business transition strategies, customized lending solutions, and sophisticated portfolio construction. His role allows clients to benefit from both personal attention and the broad strength of Wells Fargo Advisors’ offering.

With a focus on wealth management and retirement planning strategies, Kevin believes that every successful strategy begins with a clear investment plan—one that reflects each client’s goals, time horizon, and risk tolerance. This disciplined, planning-first approach informs the investment allocation and helps clients feel confident in their long-term direction.

Kevin began his financial services career at UBS in 2021 before joining Wells Fargo Advisors. He has always been drawn to investing, even at a young age, and brings a natural ability to communicate complex topics in a straightforward, approachable way. Kevin believes clients value his ability to meet them where they are—whether they are corporate executives or individuals who have never worked with an advisor before—and appreciate his steady guidance through all market environments. Kevin emphasizes an institutional investment mindset, helping clients understand that when markets decline, disciplined investors can look for opportunity. This perspective prepares clients emotionally and strategically for the inevitable ups and downs of the market.

For Kevin, the most rewarding part of his work is helping clients through life’s pivotal and difficult moments.

Kevin holds his FINRA Series 7 and 66 registrations, as well as New Jersey life and health insurance licenses. He earned his degree in entrepreneurship from the University of Dayton and applies the same spirit of curiosity, discipline, and long-term thinking to his advisory work.

Outside the office, Kevin stays active through hockey, golf, and spending time outdoors. He also coaches youth hockey, where he instills the values of teamwork, discipline, and mentorship that shape his work with clients. At home, he likes to unwind with daily walks alongside his dog, Storm, a Chihuahua–Jack Russell terrier mix.

Daniel Sieman is a Private Wealth Registered Client Associate with The BCD Wealth Management Group of Wells Fargo Advisors, where he plays a central role in striving to deliver the high-touch service and operational excellence clients rely on.

He began his financial services career in 2024, joining the team after gaining experience at UBS. Daniel is a graduate of The Ohio State University, where he earned a Bachelor of Science in Business Administration with a specialization in Finance.

As the first point of contact for clients, Daniel oversees a wide range of operational responsibilities that help keep the team running smoothly. He manages account administration, facilitates money movements, processes new account openings, and coordinates documentation with accuracy and efficiency. Daniel is known for his attentiveness, responsiveness, and ability to anticipate client needs—helping to ensure that every request, whether simple or complex, is handled with clarity and care.

His commitment to follow-through and his dedication to getting things done right the first time make him a valued resource for both clients and the team.

Daniel’s passion for service is matched by his enthusiasm for helping clients navigate day-to-day financial tasks with confidence. He takes pride in creating a seamless experience, supporting the team in delivering a disciplined wealth management process, and upholding the team’s standard of personalized, detail-driven care.

Outside the office, Daniel is an avid adventurer who enjoys spending time outdoors and exploring some of the world’s most memorable hiking destinations. His experiences include summiting Mount Kilimanjaro in Tanzania, hiking the Grand Canyon, and climbing the iconic Half Dome in Yosemite National Park—journeys that reflect his perseverance, focus, and appreciation for meaningful challenges.