Josh Kuhnert is a senior lead private wealth portfolio manager located in the McLean, Virginia Wells Fargo Private Bank office. Mr. Kuhnert works with clients in Virginia, Maryland and Washington D.C. to build portfolios that help them meet their investment objectives while managing risk.

Prior to joining Wells Fargo Bank, Mr. Kuhnert worked at TD Wealth for 3 years where he was Senior Investment Advisor for the Mid-Atlantic region serving Institutions and Private Clients. Earlier in his career, Mr. Kuhnert was a Portfolio Manager for Manulife Investment Management focused on Fixed Income and Multi-Asset strategies for Institutional clients. He has been in the financial services industry for more than 20 years.

Mr. Kuhnert earned a Bachelor of Arts cum laude in Economics and Philosophy from Northwestern University. He also earned a Master of Science in Financial Engineering from Columbia University where he was a Gartland Fellow. Additionally, Mr. Kuhnert studied in the Finance PhD program at the University of Texas at Austin. He is a CFA charterholder and a CAIA charterholder.

Mr. Kuhnert, his wife and daughters reside in Georgetown and Fauquier County, Virginia. They are active in Equestrian Sports, Fine Arts and Community organizations. Mr. Kuhnert serves as a Board Member and Treasurer of Georgetown Village.

Ted is a senior wealth strategist with Wells Fargo Bank Wealth & Investment Management, based in the Washington DC office. With over 25 years of experience in financial services, Ted is part of a national team that collaborates locally with high and ultrahigh net worth clients. He works closely with their advisors to review, develop, and consult on wealth transfer plans, including legacy, philanthropic, business succession, and estate planning. Ted's role involves understanding each client's goals and objectives, reviewing and discussing their current plans, and identifying additional strategies or modifications to enhance the likelihood of achieving their goals.

Previously, Ted held similar roles with other financial services providers, where he developed, delivered, and implemented tax, estate, financial, and business succession plans for high-networth families.

He earned a Master of Laws degree in Taxation from Loyola Law School, graduating with High Distinction and earning First Honors three times. Ted holds a Juris Doctorate degree from Ohio Northern University College of Law (not currently practicing), and a Bachelor of Science degree in Accounting and Finance from Ohio Northern University.

Ted is a Certified Public Accountant (not currently practicing), a member of the North Carolina Bar Association and holds the Certified Financial Planner® professional designation.

Gary Zampella is a lead wealth management banker with Wells Fargo Bank Wealth & Investment Management located in Summit, NJ with more than 36 years of experience in financial services. As a senior lead wealth management banker, Gary delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, he starts by understanding a client's unique needs and overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to joining Wells Fargo Bank, Gary worked at TD Wealth Private Client, LLC for twelve years, where he was a Vice President in the wealth division. Gary earned a Bachelor of Sciences in Computer Science from Saint Peter's University.

Gary resides in Jersey City, NJ.

Mindy Jones is a senior custom credit banker with Wells Fargo Bank Wealth & Investment Management located in the Metro North Market, Greenwich, CT office. Mindy seeks to provide the most cost-effective source of capital for her clients using portfolio lines of credit and structured credit leveraging other assets on their balance sheets including, aircraft, concentrated or restricted stock, fine art, commercial real estate and private capital investments.

Prior to joining Wells Fargo Bank, Mindy worked at M&T Bank and Wilmington Trust for six years, where she was a Commercial Real Estate Lender and Senior Private Banker, respectively. She coordinated a broad range of specialized services available through the Wealth Advisory team, including investment management, planning, trust, family governance, and family office services.

Mindy earned a Bachelor of Arts in Economics from Hamilton College and her MBA from The Fuqua School of Business at Duke University.

Mindy and her husband, Frick, live in New Canaan, CT, with their three daughters.

Debbie Rankin is a senior philanthropic advisor and executive director with Wells Fargo Bank Wealth & Investment Management. Since 2014 Debbie has helped charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Debbie works with individuals and families to define and support their charitable objectives as part of their overall wealth plan. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations where she advises in the areas of donor gift planning, foundation and endowment management, board governance and policy development as well as other management issues.

Prior to joining Wells Fargo Bank, Debbie was the Executive Director of the Montgomery Parks Foundation. She has been in the nonprofit and financial services industry for more than 26 years.

Debbie earned a Bachelor of Science in Journalism from the University of Maryland. She also received the Chartered Advisor in Philanthropy (CAP®) designation from The American College of Financial Services. Her professional memberships have included the Association of Fundraising Professionals (AFP) and the National Capital Gift Planning Council (NCGPC)

Debbie has served as a Board Member and Board Chair of the Montgomery Coalition for Adult English Literacy (MCAEL), Board Member and Board Chair for the Heurich House Museum, and a Board Member of Every Mind (formerly the Mental Health Association of Montgomery County). She also served as a Committee Member for the Washington Area Women’s Foundation Early Childhood Collaborative.

Debbie lives in Annapolis, Maryland with her husband Paul and their dog Floyd.

Kris-Andra Houchins is a senior fiduciary strategist, executive director with Wells Fargo Bank's Wealth & Investment Management located in McLean, Virginia. She has 20 years of experience at Wells Fargo Bank working with families to help create, understand, and implement their trust and estate plans.

Kris has direct personal experience in managing other’s financial affairs and transitioning a loved one’s estate. Through this experience she connects with others by learning about their own situations and help to ensure that their wealth and estate plans address life’s unplanned events. She does this by guiding discussions around the individual and family goals for cash flow, asset management, gifting, legacy, and other topics of top priority.

Prior to Wells Fargo Bank, Kris-Andra began her career in public accounting at PricewaterhouseCoopers in Washington, DC as a Senior Accountant.

Kris-Andra earned her Bachelor of Science degree in Accounting from University of Delaware. She is a Certified Public Accountant, (not currently practicing) and a CERTIFIED FINANCIAL PLANNER® professional. She is a member of the American Institute of Certified Public Accountants and the Virginia Society of Certified Public Accountants.

Away from work, Kris has been a long-time volunteer with the Springfield/South County Youth club coaching elementary and middle school volleyball teams, where she first became involved when her children were young. She lives in Springfield, VA with her two daughters.

Tim Rahr is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Tim advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and transaction considerations to aid clients in evaluating their transition options.

Prior to joining Wells Fargo, Tim was a partner in a national chief financial officer services firm that provided business transition and corporate finance services to closely-held companies. Prior to his consulting role, he served as chief financial officer, then as president at a family-owned media company. During his sixteen year tenure, he was instrumental in structuring ownership transition to next-generation family members. Earlier in his career, Tim held a series of sales and operations management positions at Associates First Capital, and was a partner in a residential construction and development company.

Tim earned his bachelor’s degree from Middlebury College, and completed executive education coursework at the Wharton School of the University of Pennsylvania. . Tim has been awarded the Certified Exit Planning Advisor (CEPA) designation.

Tim and his wife Sarah live in New Haven, CT. When not advising owners of closely-held businesses, Tim enjoys cooking, gardening, and playing golf.