Meet the Team

Rainey Hanley began her career as a Financial Advisor in 1982 and has worked on Wall Street in New York City, San Francisco, and San Diego. She loves the vibrant, ever-changing environment of the capital markets. Throughout her career, she has enjoyed working with entrepreneurs and clients with complex estate investment planning issues. 

Rainey specializes in tax-efficient* investing and estate investment planning, philanthropy, restricted stock analysis, and comprehensive wealth management for high-net-worth individuals.  Through a personalized systematic approach, Rainey is dedicated to helping clients grow their wealth through a goals-based investment plan that reflects their individual objectives, needs, and risk tolerance, along with passing their wealth to the next generation by effectively managing the impact of taxes.

Rainey holds a BBA in Finance from San Diego State University.  She currently holds her FINRA Series 7, 63 and 65 registrations and is licensed in California for life, accident and health insurance products.  Rainey is in a Platinum Council for 2009-2023. **

Rainey resides in Rancho Santa Fe, California with her husband, Ed. They have three daughters, Rose, Luciana, and Ariana. In her free time, Rainey enjoys traveling to Bass Lake, Deer Valley, and Boston. She also has interests in cooking, antiquing, gardening, and real estate.

CA Insurance License #0A67581
State of Residence: CA

*Wells Fargo Advisors is not a legal tax advisor.

**The Platinum Council 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.

Ariana is dedicated to advising clients on all aspects of their wealth management needs. Often working in concert with clients CPAs and Estate Attorneys, she delivers a comprehensive wealth management experience for her clients that focuses on personalized investment planning, risk and liability management, philanthropic planning, along with retirement and wealth transfer planning. This experience, dedicated to high net worth families and individuals, is centered on the primary objectives, needs and risk tolerance of the client.

 

Prior to joining Wells Fargo Advisors, Ariana worked as an Electronic Sales Associate at Investment Technology Group, a New York-based institutional trading firm. 

Ariana holds her FINRA Series 7 and Series 66 registrations as well as her California State Life, Accident and Health Insurance license.

 

Originally from San Diego, California, Ariana spent ten years in Boston furthering her education and stewarding clients in the northeast.  Ariana graduated from Boston College with a bachelor’s degree in Economics where she also captained the women’s club volleyball team. 

 

In her spare time, Ariana is an avid participant in many athletic activities including volleyball, snow skiing, and water skiing.  She also enjoys traveling to the east coast, Bass Lake, and spending time with friends and family.

 

CA Insurance License #0L98416
State of Residence: CA

With almost three decades of experience, Kevin Jaggie is dedicated to assisting clients address their financial needs by developing strategic investment plans based on both long and short term goals, as well as risk tolerance. Kevin’s extensive knowledge throughout major shifts in the market allow him to work with clients to structure portfolios that are expertly tailored to their individual and family goals.
 
Prior to beginning his career, Kevin attended San Diego State University where he earned a Bachelor’s of Science in Finance. Education has remained a strong value of Kevin’s as he has successfully studied to become a CFP® and PIM Portfolio Manager.

Away from the office you can find Kevin experiencing the world both locally and abroad. He enjoys backpacking with friends and exploring the world with his wife Sanette and spending time with their children Christian, Elizabeth, Nolan & Kahlil. He also coaches his local high school JV basketball team and has served as the board of chair for multiple non-profits such as the Sonoma Valley Hospital Foundation, Boys and Girls Club of Sonoma and the Sonoma Valley Education Foundation.

CA Insurance License # 0B91616
State of Residence: CA

As a financial services professional for more than 30 years, Richard’s career includes diverse experience in investments, asset management, venture capital, and board level representation.  He provides advice to clients on array of issues centered about their financial well-being; the primary objective of which is to develop and implement strategies consistent with their attainment and preservation of personal wealth.

He has a Bachelor of Arts degree in Political Science from Villanova University; a Law Degree (not currently practicing) and a Masters of Business Administration from Georgetown University.  Richard holds the CFP® certification.

Richard and his family reside in Napa, California.

CA Insurance License # 0E51197
State of Residence: CA

As Client Performance Analyst, Ming leads the investment management practice for the Hanley | Jaggie | Barry Wealth Management Group of Wells Fargo Advisors. She shapes the team’s investment philosophy and craft appropriate investment strategy for client portfolios.  She brings a broad range of experience in investment research, portfolio construction, and risk analysis from her 18 years in the capital markets.

Prior to joining the Hanley | Jaggie | Barry Wealth Management Group of Wells Fargo Advisors, Ming was a Senior Portfolio Analyst, consulting on investment portfolios for Financial Advisors across Wells Fargo Advisors nationwide.  She also has experience coaching and developing new Financial Advisors.  Before joining Wells Fargo Advisors, she was a Regional Manager at Scottrade.

Ming received her Bachelor of Science from Saint Louis University.  In addition, Ming earned her Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of St. Louis. 

Ming, her husband Kyle, and their daughter, Claire, live in Saint Louis, Missouri.  Away from the office, she enjoys playing golf, running, and spending time with family and friends.

Kate is a Senior Registered Client Associate for the Hanley | Jaggie | Barry Wealth Management Group of Wells Fargo Advisors. Kate Racette began her career in the financial services industry in 1994 and brings extensive experience within the investment and wealth management industries. Kate holds her FINRA Series 7, 63 and 65 registrations. Kate's top priority is helping clients with providing superior service.

Kate grew up in Northern California, graduated from the University of California, Santa Barbara and resides in San Diego with her husband, Rick. In her free time, she enjoys gardening, cooking and traveling.

Sara is a Senior Client Associate for the Hanley | Jaggie | Barry Wealth Management Group of Wells Fargo Advisors. Sara worked for Wells Fargo Bank, N.A. as a personal banker from 2014-2020 and prior to returning to Wells Fargo & Company, she joined Union Bank of California as a VP, Senior Relationship Banker from 2020-2022. Sara’s commitment is to provide administrative support to the team and exceptional service to clients.

Sara grew up in Southern California and has lived in San Diego since 2017. On her free time, she enjoys visiting family in Oregon and enjoys watching basketball.  She also serves on the board of Unique Differences in Development, a non-profit organization, supporting sport programs for youth with disabilities.

Courtney Guerci began her financial career with Wells Fargo Bank in 2009 as a Relationship Banker and Branch Manager. Courtney is committed to providing clients with unsurpassed service through anticipation of needs.

Courtney recently moved to Northern California from the Jersey Shore. She enjoys exploring her new home state with her husband, Bob, and their two children, Olive and Peter.