Amy Cady, CFP ®
Managing Director - Investment Officer
PIM Portfolio Manager
Amy Cady is the holder of the CERTIFIED FINANCIAL PLANNER™ certification. Amy began her career as a financial advisor at Arvest Asset Management in 1995, and in 2007, she joined A.G. Edwards & Sons, a St. Louis based brokerage firm founded in 1887. A.G. Edwards & Sons became part of the organization now known as Wells Fargo Advisors, where Amy is currently serving as a Managing Director-Investment Officer, and her team manages over $300MM.
Amy has earned the Premier Advisor distinction from 2011 - present. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Amy has completed the necessary training and met the stringent criteria required to earn Wells Fargo Advisors' Private Investment Management (PIM) Portfolio Manager Designation.
The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.
In addition to her professional experience, Amy recently completed a six-year term on the Washington County ElderCare Board and the Owasso School Board and is currently serving on the Board of Lindsey House in Tulsa. She and her husband, Mitchell, enjoy their free time boating and trail-riding with their horses.
Amy has two children; Courtney, 28 and Tyler, 22. Courtney is married and currently lives in Chicago, where she works for a portfolio management firm. Courtney and her husband, Michael, have two sons, Maverick and Archer Cade. Tyler recently graduated from Owasso High School and recently obtained his Eagle Scout ranking with the Boy Scouts of America. He is currently a sophomore at the University of Tulsa, studying towards a Finance degree.
Kevin Hay
Vice President - Investment Officer
Kevin began working in the financial services industry in 2006. He currently serves as a Financial Advisor. He is a Bartlesville native graduating from Bartlesville High School in 1999 and graduating from Liberty University in 2003. Kevin serves on two non-profit boards: The Bartlesville Community Foundation and the Green Country Free Clinic, which both serve the community in great ways.Kevin’s knowledge and proficiency in the areas of charitable giving, estate planning strategies, and generational wealth transfer allow him to utilize a holistic approach with clients. Kevin’s ability to speak and translate Spanish bring an additional value to his role on our team.
In his spare time, one will find Kevin coaching youth soccer and basketball in the community. Kevin believes that youth sports is a great way to give back to the community while staying engaged in the interests of his own children. Kevin and his wife, Caroline, have the privilege of raising three young boys: Owen, Simon, and Lincoln. He and his family are members of First Wesleyan Church.
Laura Wood
Financial Advisor
Laura has been with Wells Fargo Advisors since 2016. She enjoys learning new things about the industry and is always striving to excel in her position. As a financial advisor, Laura loves to help educate her clients to help them make informed decisions when it comes to their entire financial picture. She is currently studying for her Chartered Financial Consultant certification. Laura serves as the Financial Coordinator for Bartlesville Ladies' Connection and serves on the board of the Bartlesville Library Trust Authority.Laura's role on the team is to help our clients with a variety of functions and to provide exceptional service. Reviewing existing annuity contracts and life insurance policies, along with pulling new quotes as needed, are some of her specialties. She can also provide access to lending and banking services through Wells Fargo affiliates.
Laura is a native of Broken Arrow, but is a true Bartian at heart. In her free time, she enjoys singing, spending time with her friends and family, volunteering with Bartlesville Ladies’ Connection, and boating around on the lake. Laura recently married the love of her life, Carl, and inherited two children: Kiara and Collin. Kiara is attending Oklahoma State University as a freshman pursuing a degree in marketing. Collin recently graduated from the University of Central Oklahoma where he obtained his Master’s degree in Business. He is currently working as a credit risk analyst at a firm in Oklahoma City.
Nikki Gilmore
Client Associate
Nikki joined Wells Fargo Advisors in July of 2018. She has over 15 years of administrative and clerical experience. Her customer service background has helped her to excel in the client associate role and she continues to impress those around her with her upbeat attitude and willingness to learn. Nikki is originally from the Oklahoma panhandle, but now lives in the Bartlesville Area. She has three sons: Jace, Clay, and Rustyn. Outside of work, Nikki stays busy with rodeos, sports, and raising her sons.