Current Work:                          
Jeff Thomas is a Private Wealth Financial Advisor, Managing Director – Investments for the City of Lakes Wealth Management Group of Wells Fargo Advisors. Jeff began work as a Financial Advisor in 1998 and has since built a premier team to manage clients’ investments and see to all their related needs. With Erik Wellman, Private Wealth Financial Advisor, he leads the team in the creation and care of plans targeted to each client’s unique goals, taking into consideration such topics as retirement planning, cash flow management, investment strategies, insurance and more.

Professional Experience:            
Jeff earned a Bachelor of Science degree in Accounting from the University of Wisconsin – Eau Claire. Jeff started at Wells Fargo Bank in 1990 and worked for the next eight years in various roles, including Commercial Real Estate Lender, Real Estate and Business Valuation Specialist, Trust Specialist and Portfolio Manager, before joining Wells Fargo Advisors as a Financial Advisor. Jeff holds his Series 7, 63, and 65 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. (CA Insurance License Number: OM70067. Resident State MN).

Away from the Office:               
Jeff and his wife Tricia enjoy spending time with their three grown children, hiking our beautiful National Parks, and trips abroad as well. Through their church, they have also made several mission trips to various countries in Africa.

Current Work:                         
Erik Wellman is a Private Wealth Financial Advisor, Managing Director – Investments for the City of Lakes Wealth Management Group of Wells Fargo Advisors. He joined this team in 2015, having worked for Wells Fargo Advisors in other investment roles since his start in 2005. Erik partners with Jeff Thomas, Private Wealth Financial Advisor, in the creation, execution and maintenance of client investment plans and is likewise a trusted advisor on all aspects of financial planning, retirement planning, cash flow management, investment strategies, insurance and more.

Professional Experience:           
Erik earned a dual Bachelor of Science in Business Finance and Marketing from Bethel University. He joined Wells Fargo Advisors in 2005 and has held the roles of Research Analyst, Portfolio Manager, and Investment Strategist. Erik holds his Series 7 and 66 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. (CA Insurance License Number: OM60618. Resident State MN).

Away from the Office:               
Erik and his wife Angela are kept busy raising five children. As a family, they enjoy time at the cabin and all outdoor activities. When not at the cabin, they like to visit our National Parks and have been to twelve so far. Erik also served for over twelve years on a career panel run by the University of Minnesota – Duluth and Bethel University.

Current Work:                         
Joe Steiner is a Private Wealth Financial Consultant for the City of Lakes Wealth Management Group of Wells Fargo Advisors. He joined the group in October 2018 after spending over ten years in various investment related roles within Wells Fargo Advisors. Joe’s primary responsibility is the day-to-day management of client portfolios to keep them in line with clients’ near- and long-term goals. This includes analyzing equity, fixed income, mutual fund, and ETF securities to construct and manage client-specific investment portfolios.

Professional Experience:           
Joe earned a Bachelor of Science in Finance and a Minor in Accounting from the University of Minnesota – Carlson School of Management. While in college, Joe began interning at Lowry Hill, the former Wells Fargo high net worth asset management subsidiary, and joined full time upon graduation in 2008. In 2011, he moved to Wells Fargo Trust Services and spent the next seven years as an Investment Management Specialist, Senior Research Analyst, and Investment Manager, before joining this team as their Portfolio Manager. Joe holds his Charted Financial Analyst (CFA) designation, Series 7 and 66 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. (CA Insurance License Number: OM84437. Resident State MN).

Away from the Office:               
Joe married his high school sweetheart, Becky, and they have three children who keep them busy coaching and supporting them in different sports activities.  When the family is not attending games or tournaments, they enjoy time at the park or on the lake, and cheering on their local sports teams.

Current Work:                         
Josh Waldron is a Financial Advisor for the City of Lakes Wealth Management Group of Wells Fargo Advisors. He joined the group in April of 2022 after spending over ten years at Abbot Downing – now known as Wells Fargo Private Bank – in various roles, but most recently serving as a Portfolio Manager where he directed implementation strategies for ultra high net worth individuals and family offices. Josh works with Jeff Thomas, Private Wealth Financial Advisor, and Erik Wellman, Private Wealth Financial Advisor, in the creation and care of investment plans for clients, and advising on subjects such as investment management, cash flow analysis, and asset allocation.

Professional Experience:           
Josh earned a Bachelor of Science degree in Financial Markets from the University of Minnesota – Duluth. Following graduating, he obtained his Chartered Market Technician designation, and subsequently earned a Master of Business in Finance from the University of Minnesota – Carlson School of Management. Josh holds his Series 7 and 66 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Away from the Office:               
Josh serves as a board observer to a startup beverage company. He enjoys spending time with his wife Amy and their golden retriever, staying active through his fitness group and walking his dog.

Current Work:                         
Marta Bowman is a Private Wealth Senior Registered Client Associate for the City of Lakes Wealth Management Group of Wells Fargo Advisors. She started at Wells Fargo Advisors in 1999, working as an Associate for a number of Financial Advisors until joining Jeff Thomas, Private Wealth Financial Advisor, in his practice in 2003. With Nathan Winter, Private Wealth Senior Registered Client Associate, Marta supports the team and our clients in all manner of ways.

Professional Experience:           
Marta holds her Series 7 and 66 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. (CA Insurance License Number: OM60050. Resident State MN).

Away from the Office:               
Marta likes to read, as well as solve the daily crossword – hobbies which may have helped attain her dream of playing on “Jeopardy.” (She lost). Her current dreams center on spending as much time as possible at her family’s cabin in northern Minnesota.

Current Work:                         
Nate Winter is a Private Wealth Senior Registered Client Associate for the City of Lakes Wealth Management Group of Wells Fargo Advisors. He joined Wells Fargo in 2006 and prior to joining this team spent two years supporting Wells Fargo’s Advisors executive stock option group. Nate’s primary responsibility on the team is to assist both the financial advisors and the clients with onboarding, trading requests, and client servicing needs, among other team tasks.

Professional Experience:           
Nate earned a Bachelor of Science in Business from the University of Minnesota – College of Liberal Arts. Nate holds his Series 7 and 66 registrations, and resident and non-resident insurance licenses with Accident & Health, Life, and Variable Life/Variable Annuities qualifications. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. (CA Insurance License Number: OM67780. Resident State MN).

Away from the Office:               
Nate and his wife Kimberly have two young children. They enjoy numerous outdoor activities as well as time on the lake.

Current Work:                         
Tyler Christensen is a Private Wealth Registered Client Associate for the City of Lakes Wealth Management Group of Wells Fargo Advisors. He joined the group in August of 2021 after spending nearly seven years in various roles within Wells Fargo Bank. Tyler’s primary responsibility on this team is to support Jeff Thomas, Private Wealth Financial Advisor, and Erik Wellman, Private Wealth Financial Advisor, with servicing their clients and the preparation and delivery of their eMoney Planning Process.

Professional Experience:           
Tyler earned a Bachelor of Science in Finance and a Minor in Accounting from the University of Nebraska – Lincoln. While in college he worked as a Teller for Wells Fargo Bank and upon graduation he joined the Wells Fargo Commercial Banking team as an analyst prior to becoming a Commercial Portfolio Manager. Upon joining the City of Lakes Wealth Management Group of Wells Fargo Advisors, Tyler earned his SIE, Series 7 and 66 registrations and Minnesota Health, Life, and Accident Insurance licenses. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies (CA Insurance License Number: 4199891. Resident State MN).

Away from the Office:               
Tyler likes being active through CrossFit, intramural volleyball, and plenty of walks with his 130-pound Newfoundland dog. He enjoys developing his creative mind through painting and woodworking. Previously, Tyler served on the Young Professionals (YPRO) Board of Directors for Angel Foundation from October 2019 to August 2021. He spends his weekends working at a tasting room where he presents visitors with an in-depth guided wine tasting.