Focus
Building, managing, and preserving wealth for a select group of families, individuals, and business owners is my life’s work and passion. For nearly three decades, it has been an honor to help clients navigate life’s transitions – planned and unplanned.

I strive to bring clarity to the possibilities and opportunities a client’s wealth may afford them. To serve as a teacher, coach, and problem-solver - developing and implementing comprehensive investment plans specific to each client’s unique needs. I focus on the Four Cornerstones of Wealth:

• Creating a wealth plan, utilizing extensive due diligence and analytical resources to carefully balance risk and return expectations;
• Helping clients make prudent decisions related to borrowing and liability management;
• Addressing risks of a non-portfolio nature such as longevity and long-term care risks; and
• Providing guidance on Estate Investment planning and charitable giving strategies.
• I collaborate with internal and external subject matter experts to think and rethink about ways to best serve my clients’ needs and objectives.   I am optimistic about the future maintaining a strategic mind-set, yet tactical when circumstances warrant. I am continually looking for a better way to best serve our clients.

Above all, listening and understanding the unique stories and background of my clients and their goals is paramount to the success of our relationship.  Helping clients to find joy, purpose, meaning, and happiness in their lives is the driving force behind everything that we do at the Blunt-Lippert Financial Strategies Group of Wells Fargo Advisors.

Background The experiences and events of my childhood play a major role in my desire to help my clients prepare for whatever life has in store for them. The lack of proper planning, poor money habits, and the unexpected loss of a spouse and parent can weigh heavily on individuals and their families for years. This is where my passion comes from - to help my clients overcome financial adversity and safeguard the fruits of their labor.

Before embarking on my career as a financial advisor, I gained valuable experience as a business owner in the transportation industry.  This sector often provides insights into the strength or weakness of the economy because transportation is interconnected with the delivery of goods, services, people, and information.  My extensive experience regarding investment and wealth management has taught me the importance of rendering my judgment with care, skill, and caution.

Focus

It is my honor and privilege to help a select group of clients build, manage, and preserve their wealth, and to be there for them during times of transition -- planned and unplanned.

I believe one size fits one size and that every client’s size is different and unique which is why listening plays such a critical role in my practice. Sound financial decision-making is a product of understanding my clients’ current situation, their past experiences, and their goals and objectives for the future. It also calls for thoughtfulness, discipline, and patience to help my clients balance their emotions and feelings about money with logic and reason.

I earned a Bachelor’s degree in Business Administration from Avila University, and I’m committed to life-long learning and professional development. My practice focuses on the Four Cornerstones of Wealth Management: Investments; Banking, Borrowing and Liability Management; Non-Portfolio Risk Management using insurance and other asset protection strategies; and Estate Investment Planning and Charitable Giving Strategies.

Background

In my formative years, I witnessed people very close to me battle personal challenges and struggle with their finances. That was my catalyst to study and enter the field of investment planning. To teach and educate my clients and their family members about principles of sound investment and wealth management. To provide advice and guidance that is objective, unbiased, tax-efficient, and cost-effective. And to help my clients overcome setbacks and adversities just a vigorously as I enjoy celebrating their successes and accomplishments with them.

Only one thing matters more to me than my clients – my young son, Ledger.  He serves as a constant reminder of the importance and impact of my work on my clients and their families -- now and for generations to come.

Maurice Quiroga is a senior trust advisor and executive director with Wells Fargo Bank within the Wealth & Investment Management division located in the St. Louis, Missouri. Mr. Quiroga’s role is to work with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan. He coordinates with other Wells Fargo Bank specialists such as investment strategists to align investments with the client’s financial goals and values. Based on the particular situation, Mr. Quiroga can coordinate a variety of specialized wealth services in order to help grow and preserve assets, while working toward the client’s overall wealth management goals.

Prior to joining Wells Fargo Bank, Mr. Quiroga worked at PNC Bank Wealth Management as executive vice president and regional managing director for 12 years. Prior to this role he was a senior vice president and senior client advisor for US Trust, Bank of America for 10 years. He has been in the financial services industry for more than 29 years.

Maurice earned a Bachelor of Arts/Science in Business Administration from Xavier University in Cincinnati, Ohio, and his master’s degree from Fontbonne University in St. Louis, MO. He also holds the professional designations of Certified Trust and Fiduciary Advisor, (CTFA) and Certified Wealth Strategist® (CWS®).

Maurice is a member of on the WIM Hispanic Team member Network, and in this role helps lead Wells Fargo’s commitment to attract, develop and retain diverse team members who reflect the diverse communities we serve.

Maurice is also very active in the St. Louis Community serving on many civic boards (St. Louis County Library, St. Louis Public Radio NPR, Eugene Field House, 911 Vision Foundation, St. Louis Zoo, MICDS Planned Giving Board, St. Louis Club and The Sheldon Arts Foundation).

Adam Doud is a regional business development leader at Wells Fargo Bank for Real Estate Asset Management, Energy Asset Management, and Closely Held Asset Management. 

In this role, Mr. Doud works directly with clients to help enhance their real estate and specialty asset portfolios in order to help achieve their planning and investment goals, while mitigating some of the risk. He also assists clients with real estate acquisitions that fit within their investment strategy.

Mr. Doud’s real estate career includes commercial brokerage, acquisitions, dispositions and asset management experience, including ten years as the head of West Coast Acquisitions for a national real estate advisor to overseas high-net-worth individuals and institutional investors.

During his career, Mr. Doud has completed office, retail, industrial, multi-family and land transactions for properties with a combined value well in excess of $1 billion. Among Mr. Doud’s more notable accomplishments was his leadership of this team in the recapitalization, repositioning, and disposition of a 30 property, portfolio of multi-family assets valued at approximately $500MM.

Mr. Doud has been advising clients on real estate and specialty asset investment strategies for over 26 years.
Education

San Diego State University, MSBA, Real Estate Finance.
University of California, San Diego, BA

Nancy Anderson is a senior wealth strategist with Wells Fargo Bank Wealth & Investment Management located in Chicago, Illinois. Nancy brings 30-years of industry experience in financial services and delivers a unique client experience and wealth management solutions to high-net-worth clients. She collaborates with advisors and other partners on estate planning strategies, investment, tax, and philanthropic issues to help clients with their wealth plan and legacy goals.

Prior to joining Wells Fargo Bank, she was the head of personal trust and wealth strategy at Ameriprise Bank. She also started CalamosPrivate Trust and was the head of wealth planning for CalamosWealth Management. She served as private wealth market executive for BNY Mellon Wealth and national director of planning for Citigroup Global Wealth Management. She held leadership roles at Bank of America/Merrill Lynch Trust Company and U.S. Trust. She was in private practice prior to her career in wealth management.

Nancy graduated from the University of Minnesota and University of Arizona with bachelor’s degrees in business and finance respectively. Nancy earned her Juris Doctor from William Mitchell College of Law in Minnesota (not currently practicing). She holds the Certified Trust and Fiduciary Advisor (CTFA), Chartered Advisor in Philanthropy® (CAP®), Accredited Domestic Partnership AdvisorSM(ADPA®) professional designations.

Nancy is a member of the Illinois Bar Association, Minnesota Bar Association, Hispanic Bar Association, and DuPage Estate planning Council. She serves on the board of the Society of American Magicians Endowment Fund. She enjoys outdoor activities with her family, traveling, magic shows and the theatre.

Ken Smith is a senior custom credit banker and executive director with Wells Fargo Bank Wealth & Investment Management. He is located in the Twin Cities Minnesota Market and has more than 35 years of experience in financial services. Ken works as part of a team to help meet the comprehensive wealth management goals of high-net worth individuals. As a custom credit banker, he specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.

Prior to joining Wells Fargo Bank, Ken worked at US Bank, NA for 11 years, where he was a Private Banker and Wealth Advisor.

Ken earned his Bachelor of Science degree in from Indiana State University.

Ken is married with 2 children and 4 grandchildren. When he is not providing custom credit solutions for high-net worth clients he spends his time playing with grandchildren, fishing, and enjoying the Minnesota outdoors.

Jason Zotalis is a senior philanthropic trust advisory specialist and vice president with Wells Fargo Bank within the Wealth & Investment Management division. He serves the following states in the Central division: Wisconsin, Michigan, Indiana, Illinois, Iowa, Kansas, Missouri, and Kentucky. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Mr. Zotalis works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. 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. He also works extensively with nonprofit organizations, where he advises in the areas of gift planning, endowment management, board governance, and other management issues. Jason collaborates with his clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Jason served as the senior development officer and managed the estate giving program for the Children’s Minnesota Foundation. For over 20 years, he served universities and healthcare foundations in several development roles. Prior to his career in fundraising, he worked in public policy and legislative affairs in the Illinois Governor’s office and Illinois EPA.

Jason earned his Bachelor of Arts in Political Science from Central College in Pella, IA and his Master of Business Administration from Hamline University in St. Paul, MN. He has received education from the 21/64 program in multigenerational philanthropic advising, facilitation, and next generation engagement.

In his free time, Jason is an avid downhill skier, enjoys travel, golfing and spending time with family and friends. He is a former board member of Foci Minnesota Center for Glass Arts.