Who We Are

Mike believes "building relationships, problem solving and making a difference in his clients' lives" are the greatest rewards he receives as a Financial Advisor. A CERTIFIED FINANCIAL PLANNER™ professional, Mike holds his Series 7, 9, 10, 31 and 66 securities registrations, California insurance license number 0D85419, resident state California, and is certified in long-term-care insurance. Mike graduated from California State University, Fresno with a bachelor's degree in Business Administration. An active community member, Mike is a current board member of River Park Little League, has served as the President of the Saint Agnes Men's Club, acted as a member of the Fresno State Endowment Advisory Council and was active on the Investment Committee at Saint Agnes Medical Center. He pursues regular exercise at the gym and coaching youth sports. Mike and his wife, Sarah, have three energetic and wonderful boys, Brayden, Tyler and Conor.

Mike has received the firm's "Premier Advisor" designation from 2012-2020. The firm's Premier Advisors Program is a designation held by a select group of Financial Advisors within Wells
Fargo Advisors as measured completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

A.J.'s passion is people. He thrives on helping families and businesses through the life long process of building, managing, preserving and transferring their wealth. A.J. grew up in Fresno where he attended Bullard High School, Fresno City College and is a graduate of Pepperdine University with a Bachelor of Arts degree in Organizational Communications with an emphasis on Business Management. He also was a successful student athlete as a member of the Pepperdine Waves baseball team. After a career in real estate that spanned nearly 20 years as both an agent and in a managerial role, A.J. joined Wells Fargo Advisors in 2017, fulfilling a lifelong goal of becoming a financial advisor. A.J. holds his Series 7 and 66 securities registrations and California insurance license number 0M20026, resident state California. A.J. also loves to give back to this community, currently coaching and being involved in youth Athletics is where he spends majority of his free time. He is not shy to admit that he “married up.” A.J. and his wife Lisa have three energetic, wonderful, individually unique children, Hannah, Lincoln and June.

Penny has a passion for educating clients on the best options to help meet their financial goals. She has over 19 years of experience in the banking industry, her most recent role was Branch Manager for Bank of the West. She is currently attending California State University, Fresno and working towards a bachelor’s degree in Business Administration. Penny enjoys being involved in her community and is a current member of the Fresno Area Hispanic Foundation. She resides in Fresno with her boyfriend and three dogs, some of her favorite pastime activities include playing golf, practicing yoga, going to the movies, and spending time with her family.