As a Coachella Valley native, Erica has been delivering innovative and customized financial strategies for her clients since 2006. She takes great pride in educating her clients to help ensure they truly understand their holistic financial picture. Throughout her client’s lifetime she is there advising and guiding them as she develops a personalized strategic plan that helps prepare them for retirement and beyond.

Erica believes that wealth management isn’t just about managing investments; it’s about discovering what’s truly important to the client and using their assets to turn those priorities into reality. She helps clients create long-term wealth management strategies by advising them on retirement, education and creating a lasting legacy for the family.

Erica brings a hands-on approach to each client by providing proactive communications and scheduling face-to-face meetings to make sure each client is truly heard and understood. Erica helps her clients navigate the good times and the bad times – not just in the market, but in life. Throughout the year she has in-depth conversations with clients to help make sure their goals are on target and their portfolio strategies reflect their current needs in life.

Erica earned her bachelor’s degree in accounting from the University of Notre Dame. She loves calling the desert home and is an avid hiker in addition to maintaining a regular yoga practice. Erica is also a passionate supporter of several local non-profit organizations, including Hidden Harvest, The Living Desert Zoo and Gardens, and the McCallum Theatre.

 

CA Insurance License #0F16623
Resident State CA

Nanette entered the financial services industry 25 years ago in the operations and client service area and has been with Wells Fargo Advisors for 20 years. Prior to joining Erica Espinola’s team, she was the branch manager assistant for 10 years. Nanette’s experience working in both sides of the business is a tremendous asset to our team. She defines her role, not only as a troubleshooter for any client concerns, but also as a relationship builder.

Nanette collaborates with our team to establish an atmosphere of trust with our clients, providing detailed, thoughtful answers to questions, solving problems and issues with a calm demeanor, and finding joy in helping others. She regularly communicates with clients about their account transactions, keeps track of monthly, quarterly, and annual distributions, provides education on reading statements and confirmation, and maintains the flow of information between Wells Fargo Advisors, Erica, and her clients. Her commitment to our team and our clients is providing impeccable concierge-level client service, combined with integrity and respect to every client.

She grew up in the Coachella Valley and is married to her high school sweetheart, Jerry and has two sons, Jacob, and Justin. Outside of the office, she and her family enjoy travelling and spending time outdoors together.

Nanette holds a Series 7 registration as well as an Associates Degree in Liberal Arts from College of the Desert.

Karissa moved to the Coachella Valley from Riverside, CA.  She has worked with Wells Fargo Advisors since 2017 as a Client Associate. She is known for her ability to be an organized, thorough, and solution-oriented associate. Her customer service abilities exceed expectations as she anticipates client needs. She loves being able to help clients with operational and administrative tasks. She is always looking for ways to improve the client experience through excellent service. Karissa takes pride in answering questions, resolving issues in a timely manner, assisting with the digital experience, and building relationships with clients and their families.  She understands the intricacies of dealing with various business processes at financial institutions on behalf of clients.  She strives to address each request thoroughly and to completion, communicating with clients every step of the way.

She lives in the Coachella Valley with her husband Grayson and 4 children, 2 being her foster children that joined their family this last year. Karissa spends most of her free time with her family, going on walks to the park and creating memories with their kids. They love to learn American Sign Language together and play soccer. Karissa enjoys many hobbies including cooking, baking, sewing, and painting.

Karissa enjoys volunteering with the Coachella Valley Foster Kids organization, helping to accept donations and organize them for the local foster closet. She also assists their board and is director of their finance committee.