Robert Reich, CEPA®
Managing Director - Investments
Private Wealth Financial Advisor
Rob built Bespoke Private Wealth Group of Wells Fargo Advisors over 32 years around a single conviction: wealth is created by people who first create value. His clients reflect that — the contractor who built a construction empire, the HVAC entrepreneur who turned a service truck into a $40 million enterprise, the C-suite executive, the senior law firm partner, the founder now asking what comes next. They build before they accumulate. Rob has spent his career earning the trust of people who do not trust easily through exit planning expertise (CEPA®), a philosophy he calls “100 Families for 100 Years,” and a belief that wealth is not an end. It is the beginning of a more important question.
Rob has been recognized on Forbes’ Best-in-State Wealth Advisors list since 2018-2020, 2022-2025 and Barron’s Top 1,200 Financial Advisors list since 2015-2016, 2018-2023. His market insights have been featured in The Wall Street Journal, and he is a sought-after speaker at industry conferences and events.
The recognition Rob is most proud of belongs not to him, but to the team. Forbes recently ranked Bespoke Private Wealth as the #6 2026 Forbes Best-in-State Wealth Management Teams. He will tell you that distinction matters more than any individual award he has ever received. Individual recognition reflects a career. A team ranking reflects an institution being built. And building a firm designed to last — one that will serve families long after any single advisor is gone — is the mission that drives him most.
Outside the office, Rob is an endurance cyclist who trains with a renowned coach and trusted mentor, a pursuit that demands exactly what he asks of clients: show up, do the hard thing, commit to the long view. He is also an avid reader and writer, drawn to ideas and perspectives that challenge his thinking and fuel his curiosity. He and his wife Caroline live in Alexandria, Virginia, and support service dog initiatives, cancer research, and local nonprofits. Rob holds a Bachelor of Science in Business/Economics from Olivet Nazarene University and the CEPA® designation from the Exit Planning Institute.
CA Insurance License Number: 0H03661. Resident State: VA.
*2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 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. 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. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 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. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State 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.
**2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (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 (minimum variable by state), 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. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
***2025 Barron's Top 1,200 Financial Advisors: Awarded March 2025; Data Compiled by Barron's based on the time period from Oct. 2023 - Sept. 2024 (Source: Barrons.com). 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014. The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Managing Director - Investments
Private Wealth Financial Advisor
Sean Fitzpatrick
Senior Vice President - Investment Officer
Senior Financial Advisor
He came to Bespoke Private Wealth Group as an intern under Rob Reich. Almost immediately, Rob saw something rare in Sean: a mind that moved fast, a work ethic that didn’t need managing, and a “leave it to me, I’ll get it done” attitude that is almost impossible to teach. Rob offered him a job two days after graduation, and they have been together now for more than two decades.
Sean’s career began with the tech bubble collapse, then September 11th, then the Global Financial Crisis. Sean did not need a textbook to explain systemic fragility. He had lived it, in real time, with real families counting on him. No one needs to remind Sean to be risk-aware. The concept has been ingrained in him since the first day of his career. It is not a strategy he applies. It is a reflex.
Today, Sean is the engineer behind what clients experience as seamless: the modeling, risk architecture, and operational discipline that makes Rob’s vision reliable and durable across 100 families and $2 billion in assets under management (as of 3/1/26). Outside the office, he trains in jiu-jitsu - a discipline that, like wealth management, rewards patience, preparation, and the ability to stay calm when the pressure is on.
Sean holds a Bachelor of Business Administration in Finance from Salisbury University. He lives in Howard County, Maryland with Erin, Riley, Colin, and their bulldog, Otis.
CA Insurance License Number: 0G99733. Resident State: MD.
Senior Vice President - Investment Officer
Senior Financial Advisor
Paul Mazziotti, AIF®
Private Wealth Financial Advisor
Managing Director - Investments
Paul Mazziotti has received the following National Awards:
*Forbes1 Best-in-State Wealth Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018)
*Barron's2 Top 1,200 Financial Advisors (2021, 2020, 2019, 2018, 2017, 2015)
*Barron's3 Top 1,000 Financial Advisors (2013, 2012)
Paul has been in the securities business for over 35 years starting his career with Morgan Stanley in 1988. Paul joined Wells Fargo Advisors in 1991 and has held both management and senior investment advisory positions.
Paul earned an MBA from Southeastern University and BSBA from Central Michigan University. Paul is FINRA securities registered with a Series 7, 9, 10, 24, 31, 63, 65 and is licensed in Life and Health Insurance.
Paul earned the Accredited Investment Fiduciary (AIF®) designation.
CA Insurance License Number: 4441773. Resident State: FL.
¹2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 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. 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. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 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. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. The Forbes Best-in-State 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.
²2021 Barron’s Top 1,200 Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020 (Source: Barrons.com). 2020 Barron’s Top 1,200 Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017 Barron’s Top 1,200 Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2015 Barron’s Top 1,200 Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
³2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 – Sept. 2012 (Source: Barrons.com). 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 – Sept. 2011. The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Private Wealth Financial Advisor
Managing Director - Investments
George M. Deegan, CFP®, AIF®
Senior Vice President - Investment Officer
George earned a BA from Miami University in Oxford, Ohio. George is FINRA securities registered with a Series 7, 63, 65 and licensed in Life and Health Insurance.
George has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER™ professional and earned the Accredited Investment Fiduciary (AIF®) designation.
CA Insurance License Number: 4441772. Resident State: FL.
Senior Vice President - Investment Officer
Michelle Schmidt, CFP
Private Wealth Financial Consultant
Michelle is passionate about helping families navigate the intersection of wealth, values, and legacy. She works closely with clients to evaluate retirement decisions, gifting strategies, estate planning strategies, or multigenerational wealth-transfer goals. She enjoys helping clients align their financial resources with their long-term goals while creating intentional plans for the people and causes that matter most to them.
A meaningful part of Michelle’s work centers on family engagement and preparing the next generation for financial responsibility. She partners with parents and grandparents to ensure family wealth is transferred intentionally while also working directly with young professionals and adult children to simplify complex topics, introduce healthy financial habits, and prepare them for thoughtful stewardship of family wealth. By helping both generations communicate more effectively around finances, Michelle seeks to strengthen family relationships and improve long-term outcomes.
Michelle graduated Summa Cum Laude from Hardin-Simmons University with a Bachelor of Business Administration degree. She has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, along with her Series 7 and Series 66 registrations and insurance license.
A proud Seattle resident, Michelle enjoys the Pacific Northwest life with her husband and daughter. Together, they love to explore local trails, volunteer with community nonprofits, discover new foods, and continue working toward their long-term goal of visiting every country in the world.
CA Insurance License Number: 4339518. Resident State: WA.
Private Wealth Financial Consultant
CFP
Originally from Ohio, Joey has spent time in both New York City and Chicago since college. In his free time, Joey enjoys traveling, training for triathlons, and spending time with friends and family.
Associate Financial Advisor
CFA
Kimberly Mazziotti
Senior Registered Client Associate
Kimberly joined Wells Fargo Advisors in 2017 and has 20+ years of experience as a consultant and trusted advisor to executives of both corporate and non-profit organizations. Her background expands across multiple sectors including health care, consumer goods, telecommunications, digital publishing and digital technology.
Kimberly earned a Bachelor of Arts from DePauw University in Greencastle, IN.
Kimberly is FINRA securities registered with a Series 7, 66 and licensed in Life and Health Insurance.
CA Insurance License Number: 4441771. Resident State: FL.
Senior Registered Client Associate
Brad studied Finance at St. John’s University and recently graduated from West Virginia University with a BA degree and a minor in Finance. He is a Washington DC area native who enjoys golfing, spending time outside with his German Shepherd, and watching or playing sports with family and friends. Brad has earned his FINRA Series 7 and 66 registrations.
Registered Client Associate
Henry has recently graduated from Michigan State University with bachelor’s degree in economics and a minor in cognitive sciences. He is from Michigan and enjoys outdoor swimming, exploring nature, traveling, and playing cards with close friends and family. Henry has earned his Series 7 and 66 registrations.
Registered Client Associate
Thomas values being a reliable long-term resource for clients. He focuses on building lasting relationships grounded in trust, thoughtful analysis, and clear communication. Working closely with the advisory team, he helps navigate plan considerations while delivering a well-organized client experience.
Thomas earned a Bachelor of Science in Finance from West Virginia University. He holds his Series 7 and Series 66 registrations and has earned the Chartered Retirement Plans Specialist (CRPS) designation.
Outside of the office, Thomas enjoys staying active outdoors. His interests include pickleball, hiking, and martial arts.
Registered Client Associate
CRPS