Our Only Goal Is Helping You Reach Yours

Edward Drake is a private wealth advisor located in the Western Division of Wells Fargo Bank. Edward is primarily responsible for managing the full balance sheet financial needs of ultra-high-net-worth families and institutional relationships within the firm. Edward is responsible for coordinating a team of specialists that focus on helping clients build, maintain and transition wealth in unique ways that address client goals, while honoring client values.
Edward is purpose driven by a deep sense of always serving his client's best interests. He finds great satisfaction in helping clients prepare for their future through the delivery and application of custom-tailored financial solutions and services.
Edward began his career with Wells Fargo Bank in 2003 shortly after finishing his B.A. degree in Political Science & Pre-Law from California Polytechnic State University in San Luis Obispo. In 2007, he finished his MBA in Finance at California State University, Northridge. In 2010, he earned his CFP® professional designation from California Lutheran University.
Edward lives in Southern California with his wife, and their two children. He loves mountain biking, swimming, traveling, and photography. He regularly coaches his son's sports teams and never misses a cheerleading competition for his daughter. Within his community, Edward currently serves as the Treasurer of The Ruth & Joseph C. Reed Foundation For The Arts. He has also sat on numerous non-profit boards over his career that focused on helping under-served and at-risk youth in Southern California

Wendy Hartje is a client associate with more than 10 years of experience in financial services. Wendy is responsible for collaborating with Private Wealth Advisors and Private Wealth Financial Advisors to assist with client management and business development.

Wendy earned a bachelor’s degree in psychology from California Lutheran University in Thousand Oaks, CA. Within her community, Wendy enjoys collaborating with non-profit organizations that provides animal rescue services. In addition, she serves as the Chapter Chair for the Los Angeles-Long Beach- Anaheim Chapter within Wells Fargo Bank.

Wendy lives in Thousand Oaks, CA with her husband, 3-year-old daughter, 2-year-old son and her two lovely fur babies, Bentley and Midnight. She enjoys practicing hot yoga and outdoor activities with friends and family.

Jessica Joseph is a family office trust advisor located in the Southeast division of Wells Fargo Wealth & Investment Management where she specializes in managing fiduciary relationships for multigenerational families. Her efforts involve a highly interactive, collaborative approach with client families and their advisors. Jessica brings over 19 years of fiduciary and trust management experience to this position.

Previously, she was a director with the former storied family office segment, Abbot Downing. Prior to joining Abbot Downing, Jessica served ultra-high net worth clients as a senior trust officer with Wells Fargo Wealth Management. Throughout her career, Jessica has developed a thorough understanding of complex fiduciary functions and uses her experience to help clients find solutions and build strategies for success.

Jessica earned her master’s degree in business administration from Meredith College and her bachelor’s degree in business administration with a concentration in trust management and financial planning from Campbell University.

Jessica lives in Pinehurst, North Carolina and enjoys spending time with her daughter, running, hiking, live music, college basketball and Eagles football.
Investment

Aaron White is a senior wealth strategist with Wells Fargo Bank's Wealth & Investment Management division. He is located in Westlake Village, California. Aaron works closely with high net worth and ultra-high net worth clients and their advisors to align their goals, values, and objectives with their financial and wealth decisions.

Prior to joining Wells Fargo Bank, Aaron was an attorney in the trusts and estates group at Musick, Peeler & Garrett LLP, where his practice centered around sophisticated drafting and administration of tax-efficient estate plans. Before that, Aaron was the associate director of the Center for Estate and Gift Planning at Pepperdine University, where he focused on charitable tax planning, nonprofit law, and real estate transactions.

Aaron earned his Bachelor of Arts in Mathematics from Hillsdale College, his Juris Doctor from Pepperdine University (not currently practicing), and his LL.M. in taxation from New York University School of Law. He is an adjunct professor of estate and gift taxation at Pepperdine University Caruso School of Law. He is a board member of Beacon Hill Classical Academy, a Christian classical school in Camarillo, and of Campus By the Sea, Inc., a campground and retreat facility on Catalina Island.

In his free time, Aaron loves cooking with his wife, reading to their kids, and playing piano and guitar. The six of them live with Aaron’s dad and thirty chickens, six ducks, two goats, two dogs, a rabbit, and a rotating collection of reptiles on a small avocado farm in Somis, California.

Marlon Profeta is a private wealth banker with Wells Fargo Bank’s Wealth & Investment Management located in Pasadena, California, bringing more than 20 years of experience in financial services. Marlon delivers tailored lending, cash management, and deposit solutions, along with access to highly structured credit facilities. As an integral part of the relationship team, he begins by understanding each client’s unique needs and overall financial goals, then leverages Wells Fargo Bank’s extensive resources to offer comprehensive, full-balance-sheet solutions that help achieve those goals. With a strong focus on driving an elevated and exceptional client experience, Marlon also maintains a strong commitment to help mitigate risk for clients and the firm.
Prior to joining Wells Fargo Bank Wealth & Investment Management, Marlon worked at Wells Fargo Bank’s Consumer and Business Banking group.
Marlon earned a Bachelor of Arts in Business Administration from Seattle University. He lives in Los Angeles with his wife and three children and enjoys traveling.