Kevin Hildenbrand, CRC
Senior Financial Advisor
Managing Director - Investments
Phone: 239.495.0307
Email: Kevin.Hildenbrand@wellsfargo.com
Background and experience
For more than 22 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.
I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications.
I started my career with Morgan Stanley before moving my practice to Wells Fargo Advisors in 2006. In 2009, I earned the CERTIFIED RETIREMENT COUNSELORTM designation (CRC®). As a CRC® professional, my advanced training focused on retirement planning, behavioral finance, risk and return, portfolio construction, and the consulting process. In 2023 I was named as one of the Forbes Best-In-State Wealth Advisors. The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. From 2015-2023, I have been recognized as a Wells Fargo Advisors Platinum Council member. The Platinum Council (previously known as Premier Advisor) distinction 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. Prior to joining the financial services industry, I earned a Bachelor of Science in Social Sciences from The Florida State University.
Away from the office
After graduating from college, I moved to Estero, where I started my practice and met my wife Paige. We enjoy time with our two sons Jack and Charlie, dog Sam and other family members and friends. I enjoy travel and spending time outdoors.
For more than 22 years, I have had the privilege to serve as a financial advisor to families, individuals, and institutions. My true passion is engaging with clients who have worked hard their entire lives to create wealth and helping them preserve it for today and for future generations.
I take a comprehensive approach to investment planning and examine every element of a client’s financial life, including debt management, cash reserves, insurance, estate investment planning and tax implications.
I started my career with Morgan Stanley before moving my practice to Wells Fargo Advisors in 2006. In 2009, I earned the CERTIFIED RETIREMENT COUNSELORTM designation (CRC®). As a CRC® professional, my advanced training focused on retirement planning, behavioral finance, risk and return, portfolio construction, and the consulting process. In 2023 I was named as one of the Forbes Best-In-State Wealth Advisors. The Forbes Best-In-State Wealth Advisor rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. From 2015-2023, I have been recognized as a Wells Fargo Advisors Platinum Council member. The Platinum Council (previously known as Premier Advisor) distinction 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. Prior to joining the financial services industry, I earned a Bachelor of Science in Social Sciences from The Florida State University.
Away from the office
After graduating from college, I moved to Estero, where I started my practice and met my wife Paige. We enjoy time with our two sons Jack and Charlie, dog Sam and other family members and friends. I enjoy travel and spending time outdoors.
Jacob Funkhouser
Senior Financial Advisor
Associate Vice President - Investments
Phone: 239.949.8882
Email: Jacob.Funkhouser@wellsfargo.com
Background and experience
I have been in the financial services industry for over a decade. I use my diverse background in the industry to help clients meet their individual financial goals. My belief is that each client is unique and I do not seek to use a standard, one size fits all method. Using a holistic approach, I seek to understand each client’s current scenario, their specific goals, risk tolerance, and time horizon. I use those key points of a client’s situation to develop an individualized plan for their unique circumstances. This plan is reviewed with clients, and as circumstances change, their plan is adjusted to accommodate those changes.
I began my career with Wells Fargo in 2011 as a Personal Banker, but spent most of my time in the community bank as a Branch Manager. In that role, it was my responsibility to create and lead diverse teams to assess and solve client’s financial needs. Even though developing and leading a team was a very rewarding endeavor for me, I always knew that I wanted to return to helping clients one on one. In 2017 I returned to that role as a Financial Advisor with Wells Fargo Advisors. Prior to joining the financial services industry, I earned my B.S. in Organizational Leadership and Supervision from Purdue University.
Away from the office
I am originally from Central Indiana, but my wife, Stephanie, and I have lived in Naples, FL since 2011. Stephanie and I have two daughters, Addison, and Kendall. We enjoy spending time with our young family and the extended family that live in the area.
I am a big baseball fan, as well as an avid follower of my alma mater, Purdue University athletics. In my spare time I enjoy playing golf, physical fitness and DIY home projects.
I have been in the financial services industry for over a decade. I use my diverse background in the industry to help clients meet their individual financial goals. My belief is that each client is unique and I do not seek to use a standard, one size fits all method. Using a holistic approach, I seek to understand each client’s current scenario, their specific goals, risk tolerance, and time horizon. I use those key points of a client’s situation to develop an individualized plan for their unique circumstances. This plan is reviewed with clients, and as circumstances change, their plan is adjusted to accommodate those changes.
I began my career with Wells Fargo in 2011 as a Personal Banker, but spent most of my time in the community bank as a Branch Manager. In that role, it was my responsibility to create and lead diverse teams to assess and solve client’s financial needs. Even though developing and leading a team was a very rewarding endeavor for me, I always knew that I wanted to return to helping clients one on one. In 2017 I returned to that role as a Financial Advisor with Wells Fargo Advisors. Prior to joining the financial services industry, I earned my B.S. in Organizational Leadership and Supervision from Purdue University.
Away from the office
I am originally from Central Indiana, but my wife, Stephanie, and I have lived in Naples, FL since 2011. Stephanie and I have two daughters, Addison, and Kendall. We enjoy spending time with our young family and the extended family that live in the area.
I am a big baseball fan, as well as an avid follower of my alma mater, Purdue University athletics. In my spare time I enjoy playing golf, physical fitness and DIY home projects.
Marlene McCracken
Senior Registered Client Associate
Phone: 239.552.2609
Email: Marlene.J.McCracken@wellsfargo.com
Kat Patterson
Senior Registered Client Associate
Phone: 239.552.2690
Email: Katherine.Patterson@wellsfargo.com
With over two decades of experience in financial services, I have dedicated my career to helping clients with their financial needs. Since joining Wells Fargo Advisors in 2015, I have combined my exceptional customer service skills with a keen attention to detail to support our team and our clients effectively.
As a Senior Registered Client Associate, I hold FINRA Series 7 and Series 66 licenses, along with Life, Health and Variable Annuities licenses. My role involves managing the operational side of the business, allowing our financial advisors to focus on building lasting relationships with clients. I take great pride in fostering deep connections and ensuring that each client feels supported and understood.
Originally from Ann Arbor, Michigan, I moved to Florida in 1995, where I enjoy all the sunshine state has to offer. In my spare time, I indulge in riding my motorcycle, kayaking, cultivating orchids and gardening. My passion for helping people extends beyond the office, as I believe in nurturing both personal and professional relationships.
As a Senior Registered Client Associate, I hold FINRA Series 7 and Series 66 licenses, along with Life, Health and Variable Annuities licenses. My role involves managing the operational side of the business, allowing our financial advisors to focus on building lasting relationships with clients. I take great pride in fostering deep connections and ensuring that each client feels supported and understood.
Originally from Ann Arbor, Michigan, I moved to Florida in 1995, where I enjoy all the sunshine state has to offer. In my spare time, I indulge in riding my motorcycle, kayaking, cultivating orchids and gardening. My passion for helping people extends beyond the office, as I believe in nurturing both personal and professional relationships.