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 (2026-2025, 2023-2020), a distinction reserved for the firm’s top advisors. Robb has also been named one of Forbes Best-In-State Wealth Advisors3 (2026-2025, 2023, 2021), and a team member of one of the Forbes Best-In-State Wealth Management Teams4,5,6 (2026-2024). 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.
CA Insurance License #: 4047880, Resident State: AZ
1The 2025-2026 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 2020-2023 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.
32026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 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). 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 (Source: Forbes.com). 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 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithms 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 this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
42026 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 (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.
52025 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). 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, 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. 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 Team.
62024 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 (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, 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.
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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.”
As a Private Wealth Financial Advisor, Terri brings more than 25 years of experience helping successful executives, business owners, and their families achieve their financial goals and live the life they envision. Since 2009, she has served clients at Wells Fargo Advisors, following earlier roles with Key Investments Inc and BA Investments Inc.
Terri’s interest in investments began at the University of Washington, where she earned a degree in Finance (Cum Laude). She chose this profession because it combines her interest in finance with her passion for helping others. Terri values the long-lasting relationships she has established with clients and their families over the course of her career – becoming a trusted partner and making a meaningful difference in their lives.
Her professional focus is on retirement planning, retirement income, and estate and legacy planning. She takes pride in helping her clients navigate all the noise and stay on track to achieve their long-term goals. Terri’s experience as a former construction company owner provides valuable insight into the opportunities and challenges of running a business, which she leverages in her work with entrepreneurial clients.
Terri is proud to be a CERTIFIED FINANCIAL PLANNER® professional and to hold the Certified Private Wealth Advisor (CPWA®) designation. She has been recognized as a member of the Wells Fargo Advisors Platinum Council1,2 (2026-2018, 2016-2015), a distinction reserved for the firm’s top advisors. She has also been named one of Forbes Best-In-State Wealth Advisors3 (2026-2024), Forbes Top Women Wealth Advisors Best-In-State4 (2026-2024), and a team member of one of the Forbes Best-In-State Wealth Management Teams5 (2026).
Since moving to Arizona in 1996, Terri has built a life rooted in family and community. She enjoys spending quality time with her two adult children, Jordan and Jake, and is passionate about hiking, traveling, skiing, and relaxing at the beach. Terri actively supports the Cystic Fibrosis Foundation and Feed My Starving Children.
CA Insurance License #: 0H33812, Resident State: AZ
1The 2024-2026 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 2015-2016, 2018-2023 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.
32026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 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 (Source: Forbes.com). The Forbes Best-In-State Wealth Advisors rating algorithms 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 this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
42026 Forbes Top Women Wealth Advisors Best-In-State: Awarded February 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24 – 6/30/25 (Source: Forbes.com). 2025 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 (Source: Forbes.com). The Forbes Top Women Wealth Advisors Best-In-State 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 this rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
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). 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 (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.
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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.
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 has been recognized as a member of the Wells Fargo Advisors Platinum Council1,2 (2026-2022), a distinction reserved for the firm’s top advisors. He has also been named one of Forbes Top Next-Gen Wealth Advisors Best-In-State3 (2024-2023), Forbes Best-In-State Wealth Advisors4 in (2026-2024), and a team member of one of the Forbes Best-In-State Wealth Management Teams5,6,7 (2026-2024).
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.
CA Insurance License #: 0K94238, Resident State: AZ
1The 2024-2026 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 2022-2023 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 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-In-State 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.
42026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 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 (Source: Forbes.com). 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.
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). 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 (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.
62025 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). 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, 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. 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 Team.
72024 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 (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, 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.
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Senior Financial Advisor
Managing Director - Investments
CFP, ChFC, MBA, ChSNC