Our Team
A history of trust and expertise
Our team of highly credentialed wealth managers combines decades of experience, unwavering integrity, and a genuine passion for serving high-net-worth individuals and families.With diverse perspectives and deep financial expertise
MEET YOUR ADVISORS
Robb Burris
Private Wealth Financial Advisor
Managing Director - Investments
“Every financial journey is unique—my role is to help clients gain the financial clarity and confidence they need to reach their goals.”
With nearly 30 years in the financial services industry, Robb brings deep experience and a genuine client-first approach to wealth management. Since 2007, he has served clients at Wells Fargo Advisors as a Private Wealth Financial Advisor, following earlier roles with BBVA Compass Private Bank and Morgan Stanley.
A graduate of Arizona State University with a degree in Business Administration, Robb chose to become an investment professional because he was drawn to the dynamic nature of the work and the opportunity to help individuals achieve their financial goals. He focuses on comprehensive wealth planning, with particular emphasis on estate and retirement strategies for individuals, families, and retirees. Robb has been recognized as a member of the Wells Fargo Advisors Platinum Council1,2 advisor in 2025 and 2023-2020, a distinction reserved for the firm’s top advisors. Robb has also been named to Forbes Best-In-State Wealth Advisors3 (2025, 2023 and 2021). These honors reflect his consistent performance, client commitment, and professional excellence.
Robb believes his greatest value to clients comes from truly caring about their welfare and helping them pursue their long-term dreams. He often reminds clients to “invest in yourself first,” a reflection of his commitment to both personal and financial growth.
Outside of his professional role, Robb is actively engaged in his community and frequently volunteers with his local church. He also enjoys golf, tennis, skiing, and traveling with his wife of 30 years. Longtime residents of Scottsdale, Robb and his wife spend summers in Flagstaff.
1The 2025 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2The 2023-2020 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
32025 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). 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. 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
View additional disclosures
Private Wealth Financial Advisor
Managing Director - Investments
Terri Osness, CFP, CPWA
Private Wealth Financial Advisor
Managing Director - Investments
“My passion is helping my clients manage their wealth, so they have the time and confidence to do the things they love.”
With more than 26 years of experience, Terri works with successful executives, business owners, and their families to help them achieve their financial goals and live the life they envision. As a Private Wealth Financial Advisor, she takes a disciplined, long-term investment approach—helping business owners and high-net-worth individuals and families build, manage, preserve, and transition wealth across generations.
Terri’s process begins with listening—truly understanding each client’s priorities—before helping to craft personalized strategies that align with their needs. Known for her compassion, communication, and professionalism, she builds enduring relationships and delivers comprehensive, targeted investment plans while upholding the highest standards of service and integrity.
Her career in financial services began in 1990 as a Financial Advisor at Key Investments Inc., where she spent over five years before joining BA Investments Inc. in 1996. In 2009, she joined Wells Fargo Advisors, where she continues to serve her clients. In addition to her advisory experience, Terri was once the owner of a construction company, giving her firsthand insight into the opportunities and challenges of running a business—perspective she brings to her work with her business owner clients.
A graduate of the University of Washington (Cum Laude, BA in Finance, 1988), Terri is a CERTIFIED FINANCIAL PLANNER® professional and Certified Private Wealth Advisor (CPWA®). She is also a Wells Fargo Advisors Platinum Council1,2 advisor (2025-2018, 2016, 2015) and has been named to Forbes Best-In-State Wealth Advisors3 (2025, 2024) and Forbes Top Women Wealth Advisors Best-In-State4 (2025, 2024). Terri continues to expand her expertise through ongoing education, aiming to ensure she can meet the ever-evolving needs of her clients.
After moving to Arizona in 1996, Terri built a life rooted in family and community. She enjoys spending time with her two adult children, Jordan and Jake, and is passionate about hiking, traveling, skiing, and relaxing at the beach. She is an active supporter of the Cystic Fibrosis Foundation and Feed My Starving Children. Her greatest professional reward is the opportunity to develop long-lasting relationships with clients and their families—becoming a trusted partner and making a meaningful difference in their lives.
1The 2025, 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2The 2016, 2015, 2023-2018 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
32025 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. View additional disclosures
42025 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 – 9/30/24 (Source: Forbes.com). 2024 Forbes Top Women Wealth Advisors Best-In-State; Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 View additional disclosures
Private Wealth Financial Advisor
Managing Director - Investments
CFP, CPWA
Alec Sankey, CFP, ChFC, MBA, ChSNC
Senior Financial Advisor
Managing Director - Investments
“Helping my clients navigate the complexities of wealth management so they can focus on what truly matters is my ultimate goal.”
Alec’s career began as a Finance Officer in the United States Air Force at Offutt Air Force Base, where he developed a strong foundation in financial management. Over the course of his six years in the Air Force, Alec held key roles, including Chief of Disbursing, Chief of Payroll, Deputy Base Controller, and Chief Financial Analyst during the NATO transition in Afghanistan, where he applied his strategic thinking and leadership in complex financial environments.
After transitioning to civilian life, Alec earned his Bachelor of Business Administration in Finance from the University of Iowa, followed by a Master of Business Administration in Finance and International Management from Bellevue University. He is a CERTIFIED FINANCIAL PLANNER® professional, Chartered Financial Consultant (ChFC®), and Chartered Special Needs Consultant (ChSNC®), further solidifying his expertise in providing comprehensive financial guidance.
Alec was named to Wells Fargo Advisors Platinum Council from 2025-20221,2. He has also been named to Forbes Top Next-Gen Wealth Advisors Best-In-State in 2024, 20233, Forbes Best-In-State Wealth Advisors in 2025, 20244, and part of the Forbes Best-In-State Wealth Management Teams in 2026, 2025, 20245.
Alec’s professional focus is on retirement planning, retirement income, and working with small business owners. He takes pride in helping clients navigate complex financial challenges and helps to provide clarity and confidence as they approach retirement. Alec is driven by the belief that wealth should serve a greater purpose, allowing clients to live the lives they desire without the burden of financial uncertainty. The values Alec cultivated during his time in the Air Force—Integrity First, Service Before Self, and Excellence in All We Do—continue to guide him in his financial practice and client relationships, ensuring that every decision is made with the utmost care and respect for his clients' goals and futures.
Outside of work, Alec enjoys spending quality time with his wife, Cassandra, daughter Charlize, son Emmitt, and their extended family and friends. He stays active through golf, working out, and indulging in his love for reading.
1The 2025, 2024 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2The 2023, 2022 Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
32024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 2023 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 . View additional disclosures
42025 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. View additional disclosures
52026 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). 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 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-In-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23). View additional disclosures
Senior Financial Advisor
Managing Director - Investments
CFP, ChFC, MBA, ChSNC