Meet the Team

Meet the Team

We offer a supportive array of resources designed to bring you Clarity, Confidence, and a Clear Path to the Future as you journey through life’s transitions. We work as a team to provide customized strategies, personalized service, and in-depth financial education.

Sylvia Guinan, MBA, CDFA

Senior Vice President - Investment Officer
Financial Advisor

Kristine Roberts

Senior Registered Client Associate

Pamela Gray

Client Service Associate

Additional Resources*

To support your financial needs we can assemble a team of Wells Fargo specialists that will work with and your attorney, accountant, and other outside advisors. We have listed some specialists from affiliated business lines of Wells Fargo & Company. Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products. If you have questions about how a specialist might be able to assist you, please contact us.

*Christine N. Testani

Senior Private Wealth Portfolio Manager
Executive Director

    *Sarah W. Munson, CFP

    Senior Wealth Strategist

      *William T. Donahue

      Senior Fiduciary Strategist
      Executive Director

        *Stephen Williams, CFA

        Lead Wealth Investment Consultant*

          *Tim Rahr, CEPA

          Business Owner Advisory Strategist

            *Janice Schoos, CTFA, CAP

            Senior Philanthropic Advisor

              *Bill Carroll

              Lead Wealth Management Banker

                Confidently step into your financial future.

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