“My mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies – delivered with the highest level of personal service and professional integrity. I focus on helping manage assets for individuals, trusts, retirement plans, charitable organizations and businesses.”

 

Background and experience

Tammy understands her client’s goals and aspirations because she takes the time to truly get to know them as individuals. She demonstrates a high-level of personal service to her clients, helping them make informed investment decisions based on their specific needs and goals. Her personal relationship with her clients helps her structure portfolios for her clients’ assets, trusts, retirement plans, philanthropy, and businesses. 

Tammy has over 35 years of experience within the finance industry. Since 1988 Tammy has helped her clients create custom investment plans specific to their financial goals and ambitions. Prior to joining Wells Fargo Advisors, she was with Lincoln Financial Advisors for 10 years. Tammy is a CERTIFIED FINANCIAL PLANNER™ professional. This certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board. Also, since 2018-2022, Tammy has had the Platinum Council distinction, previously known as Premier Advisor, which is held by a select group of Financial advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year and professionalism.  Additional criteria, best practices and team structure may also be used to determine recipients.

 

Away from the office

Tammy lives in the St. Charles area and enjoys spending time with family and friends. She especially loves spending time with her grandchildren, Colton, Landon and Brinley. She also enjoys spending time at their family farm and boating. Her eldest son, Christopher is a pilot at American Airlines, he and his family live in Chicago. Her son Connor is following her footsteps into the financial industry. He attended Marquette University where he studied finance. After college, he joined Generations Wealth Management Group of Wells Fargo Advisors, alongside Tammy as a Financial Consultant.  She not only made an impact to her son, but she continues to make an impact in her community. In the past she has been a member of St. Charles County Rotary and has volunteered her time with the St. Charles Arts & Culture Commission, St. Joseph Hospital, and at her children’s grade school, The Academy of the Sacred Heart.

She is a Five Star Wealth Manager award winner from 2012-2017 and 2019-2023

The Five Star Wealth Manager award was issued on 10/01/2023 by Five Star Professional (FSP) for the time period 12/12/2022 through 06/30/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,691 St. Louis-area wealth managers were considered for the awar; 167 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.                           T

This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/22/2022.  2418 St. Louis-area wealth managers were considered for the award; 158 (7% of candidates) were named 2022 Five Star Wealth Managers.

This award was issued on 10/1/21 by Five Star Professional (FSP) for the time period 12/28/2020 through 08/6/2021. 2683 St. Louis-area wealth managers were considered for the award; 164 (6% of candidates) were named 2021 Five Star Wealth Managers.

This award was issued on 10/1/20 by Five Star Professional (FSP) for the time period 01/6/2020 through 08/7/2020. 2431 St. Louis-area wealth managers were considered for the award; 170 (7% of candidates) were named 2020 Five Star Wealth Managers.

This award was issued on 10/1/19 by Five Star Professional (FSP) for the time period 01/14/2019 through 08/9/2019. 2481 St. Louis-area wealth managers were considered for the award; 185 (7% of candidates) were named 2019 Five Star Wealth Managers.

This award was issued on 10/1/18 by Five Star Professional (FSP) for the time period 01/26/2018 through 08/15/2018. 2533 St. Louis-area wealth managers were considered for the award; 179 (7% of candidates) were named 2018 Five Star Wealth Managers.

This award was issued on 9/1/16 by Five Star Professional (FSP) for the time period 03/3/2016 through 08/22/2016 1427 St. Louis-area wealth managers were considered for the award; 324 (23% of candidates) were named 2016 Five Star Wealth Managers.

This award was issued on 10/1/15 by Five Star Professional (FSP) for the time period 02/16/2015 through 08/11/2015. 2194 St. Louis-area wealth managers were considered for the award; 358 (16% of candidates) were named 2015 Five Star Wealth Managers.

This award was issued on 2/1/14 by Five Star Professional (FSP) for the time period 02/16/2013 through 08/11/2013. 1401 St. Louis-area wealth managers were considered for the award; 389 (28% of candidates) were named 2014 Five Star Wealth Managers.

This award was issued on 2/1/13 by Five Star Professional (FSP) for the time period 02/16/2012 through 08/11/2012. 1726 St. Louis-area wealth managers were considered for the award; 485 (28% of candidates) were named 2013 Five Star Wealth Managers. 

“I am dedicated to helping clients meet their financial goals. Whether that is planning your retirement, saving for your children's or grandchildren's education, or looking to preserve or transaction their wealth, I can help.”

 

Background and experience

Connor enjoys the process. Whether he is spending time with his family, or building a unique investment plan for his clients, he loves to start from nothing, and turn it into something beautiful.


He is dedicated to helping his clients. He takes pride in the work, the relationships built, and the trust he establishes. Connor has been in the financial Industry for over 8 years and continues to learn and achieve industry registrations and professional designations all to better serve his clients.

 
Connor graduated from Marquette University with a degree in Finance with an emphasis in Business Economics and plans to continue his education towards his MBA. Prior to joining Generations Wealth Management Group of Wells Fargo Advisors, he worked in the Wells Fargo Advisors Home Office Business Development Group. As the Financial Consultant on the team, Connor is right at home, helping his clients meet their financial goals and freedom.


Connor looks forward to building a relationship with new clients, while continuing his partnership with his existing clients. He understands that plans change over time and is always there for his clients to help shift focus and get their plan back on the right track. Connor enjoys the process but loves to see the result.

 

Away from the office

Connor resides in O’Fallon Missouri with this wife, Kelli, and newborn daughter Brinley. He enjoys playing golf and softball, as well as hunting and fishing. If he is not in the office, there is a good chance he is outside at his farm, rebuilding tractors or just enjoying the beautiful weather with his family. Connor regularly volunteers his time with Habitat for Humanity helping with numerous projects for people within his community.

 

Bill believes the advisor-client relationship begins with a connection, which generates chemistry and leads to trust. He strives for his clients to always feel appreciated and relaxed, making it known that its his job to manage the stress and anxiety, so they do not have to. Bill believes his client’s see him as a reliable, responsible, and caring advisor. 

It takes more than a single planning session to put your wealth to work in support of your family and life goals. It takes a process. As life evolves and circumstances change, so must your retirement, tax, & estate planning as well as investment and protection strategies. Being Dynamic and Tactical will keep you on course.

Background and experience

Since 1990 Bill’s experience and planning practice have grown. Most notably working with AAA (the auto club) and UMB Bank before joining Wells Fargo Advisors in 2017. He earned his bachelor’s degree in Business and Finance in May 1990 finishing at Webster University.

In 1994 he earned the CERTIFIED FINANCIAL PLANNERTM. The CFP® certification identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board and have successfully completed coursework on financial topics in the following areas: general principles of financial strategies, insurance planning and risk management, employee benefits planning, and retirement and estate planning strategies. CFP® certificates also agree to meet ongoing continuing education requirements. Also, since 2017-2023, Bill has had the Platinum Council distinction, previously known as Premier Advisor, which is held by a select group of Financial advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year and professionalism.  Additional criteria, best practices and team structure may also be used to determine recipients.

Away from the office

Bill married a St. Louis native in 1991 residing in west county ever since. He and Jacquie have 2 adult children. When not chasing the kids, Bill is easily found on a beach, mountain, or an Alabama Crimson Tide football game. Bill’s primary volunteer focus is in support of the Lutheran Foundation serving on the Board of Directors and numerous committees.

Since 2014 and the nine years since, Bill has been recognized as a Five Star Wealth Manager (2014-2023).

The Five Star Wealth Manager award was issued on 10/01/2023 by Five Star Professional (FSP) for the time period 12/12/2022 through 06/30/23. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. 2,691 St. Louis-area wealth managers were considered for the awar; 167 (6% of candidates) were named 2023 Five Star Wealth Managers. Visit www.fivestarprofessional.com.

This award was issued on 10/1/22 by Five Star Professional (FSP) for the time period 01/24/2022 through 07/22/2022.  2418 St. Louis-area wealth managers were considered for the award; 158 (7% of candidates) were named 2022 Five Star Wealth Managers.

This award was issued on 10/1/21 by Five Star Professional (FSP) for the time period 12/28/2020 through 08/6/2021. 2683 St. Louis-area wealth managers were considered for the award; 164 (6% of candidates) were named 2021 Five Star Wealth Managers.

This award was issued on 10/1/20 by Five Star Professional (FSP) for the time period 01/6/2020 through 08/7/2020. 2431 St. Louis-area wealth managers were considered for the award; 170 (7% of candidates) were named 2020 Five Star Wealth Managers.

This award was issued on 10/1/19 by Five Star Professional (FSP) for the time period 01/14/2019 through 08/9/2019. 2481 St. Louis-area wealth managers were considered for the award; 185 (7% of candidates) were named 2019 Five Star Wealth Managers.

This award was issued on 10/1/18 by Five Star Professional (FSP) for the time period 01/26/2018 through 08/15/2018. 2533 St. Louis-area wealth managers were considered for the award; 179 (7% of candidates) were named 2018 Five Star Wealth Managers.

This award was issued on 9/1/16 by Five Star Professional (FSP) for the time period 03/3/2016 through 08/22/2016 1427 St. Louis-area wealth managers were considered for the award; 324 (23% of candidates) were named 2016 Five Star Wealth Managers.

This award was issued on 10/1/15 by Five Star Professional (FSP) for the time period 02/16/2015 through 08/11/2015. 2194 St. Louis-area wealth managers were considered for the award; 358 (16% of candidates) were named 2015 Five Star Wealth Managers.

This award was issued on 2/1/14 by Five Star Professional (FSP) for the time period 02/16/2013 through 08/11/2013. 1401 St. Louis-area wealth managers were considered for the award; 389 (28% of candidates) were named 2014 Five Star Wealth Managers.

This award was issued on 2/1/13 by Five Star Professional (FSP) for the time period 02/16/2012 through 08/11/2012. 1726 St. Louis-area wealth managers were considered for the award; 485 (28% of candidates) were named 2013 Five Star Wealth Managers.

Christopher enjoys putting all the pieces together. As a Senior Client Associate with Generations Wealth Management Group of Wells Fargo Advisors, he works closely with clients and team members to find solutions to difficult puzzles when it comes to their finances. With over 15 years in the industry in roles like client associate, product specialist and associate management, Christopher uses his skills to define processes, produce answers and create lasting relationships for the clients and his team.

 

Background and experience

Christopher is very detail-oriented and an excellent problem solver. He enjoys that each day presents a new challenge and works effortlessly to produce opportunities and solutions for the clients. Christopher continues to sharpen his skills and is constantly learning new processes, trends, and market insight to improve his knowledge and better his team and the clients they serve. His intellect and experience make him a key asset to Generations Wealth Management.


Christopher graduated from SIUE with a Bachelor of Science in Finance and holds is Missouri Life Insurance Licenses and Finra Series 7 Registration. In high school he lettered in chess and knew at a young age he enjoyed puzzles. His background and passion have led him into the ever-changing financial industry where he truly shines.

 

Away from the office

Outside of the office Christopher enjoys traveling and experiencing different cultures. He tries to visit a new place every year and submerge himself in unique experiences through food and events, and whatever that place is known for. He enjoys the history and details behind different cultures and loves to see how others live. Whether he is traveling or enjoying a relaxing evening at home, Christopher will always be involved with a puzzle, whether it’s a game of chess, a word game or brain teaser, he always is sharpening his mind.

Devoted, driven and knowledgeable are just a few words to describe Angela. She strives to understand each client’s unique needs and goals, and continuously looks for ways to help improve their overall experience. With over 38 years’ experience, across multiple roles within the financial industry, Angela has established herself as a knowledgeable asset to the team and the clients.

 

Background and experience

Angela launched her career in 1986 at Edward jones as an associate working with fixed income products. She continued her professional career to Bank of America Merrill Lynch in 1990 as the AVP, and worked there for 22 years assisting institutional sales representatives by executing bank liability and fixed income products for corporate, municipalities, and institutional clients along with accountability of a corporate client base.

In 2012, Angela joined Wells Fargo Advisors as a Financial Advisor. She was accountable for investment goals, execution of equity, fixed income, and mutual fund products. She then transitioned to Wells Fargo Bank N. A. in 2014 as a Commercial Relationship Associate where she supported the relationship managers with portfolios of commercial banking accounts. In 2015 she joined Wells Fargo Advisors as a Registered Client Associate and was promoted to Senior Client Associate in 2021. She holds Finra Series 7, 63, and 66 registrations.

Angela strives to provide exceptional service to Generations Wealth Management Group of Wells Fargo Advisors clients. She takes pride in helping her team develop an in-depth understanding of her clients’ portfolios and help strengthen the relationships with the clients. In 2018, Angela was recognized as a Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate). This distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity, and core leadership values.

Angela has a Bachelor’s degree of Science in Information Management at Washington University School of Engineering Sever located in St. Louis Missouri. She was a member of the Alpha Sigma Lambda – National Academic Honor Society.

 

Away from the office

Angela enjoys spending time with her family and exploring the outdoors. Her husband Randy, live in St. Louis with their son Ethan, and their Bernese Mountain Dog named Jasper.