As a co-founder of the Hobbs, Hoskins & Boswell Financial Consulting Group of Wells Fargo Advisors, Katie Hobbs has been helping successful families, small businesses, and institutions manage their wealth since 1993. Katie is one of the team’s lead strategists for business development and focuses on portfolio management and investment planning. She is a recognized Platinum Council Advisor for 2015, 2016, 2017, 2018, 2020, 2021, 2022, and 2023. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

Katie was recognized by Forbes as one of the Top Women Wealth Advisors for 2025. This accolade recognizes women who are setting the benchmark for best practices and consistently providing an excellent client experience.

Katie has earned FINRA Registrations 7, 9, 10, 31, 63 and 65 along with California Resident Insurance License, 0B92339, and non-residence in WA, OR, CO and TX. Katie earned her bachelor’s degree in Social Ecology/Criminal Law from the University of California, Irvine and attended post graduate courses at Seattle University in financial planning. Her commitment to her community is reflected in her involvement with Las Madrinas Guild for Valley Children’s Hospital, Kaweah Health Heritage Club and other local charities. Katie and her husband Brent have raised two boys, Blake and Hayden, in Visalia. Katie enjoys family activities as snow skiing, wake boarding, golf and travel.

 

CA Resident Insurance License Number: 0B92339

[2025 Forbes Top Women Wealth Advisors

2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors 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.]

Jonathan “Jon” Hoskins, Senior Vice President – Investments, has dedicated the last 33 years to helping his clients navigate the shifting financial markets to reach their wealth management goals. His mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

Jon believes it takes careful planning to ensure your wealth continues to work in support of your goals. As such, this planning is not a single event but a constant process of adaptation. He works continually with his clients to update their investment strategies as the market and life circumstances change. Jon specializes in retirement income planning to help clients create a plan and feel prepared through their well-earned retirement. He also helps clients stay current with regulatory and legal changes and uses estate planning strategies* to help preserve their wealth - now and for generations to come.


Jon and his wife Mindy reside in Visalia. They have raised 4 kids and now enjoy watching and cheering them on as adults. Jon is active in local church leadership and has a heart for missions. He loves playing golf, camping, and riding motorcycles. He and Mindy take every opportunity to travel and explore the natural beauty of California and the world.

*Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

CA Resident Insurance License Number: 0B07835. Resident State: CA.

: For 35 years, Jeff has helped clients address their financial concerns and is passionately committed to growing and preserving his clients’ wealth. Jeff began his career as a Financial Advisor with Morgan Stanley in 1990, where he developed his fundamental investment knowledge. He joined Wells Fargo Advisors in 2009 and in 2024 formed a team that would become the Hobbs, Hoskins & Boswell Financial Consulting Group of Wells Fargo Advisors, where he takes a team approach to providing personalized financial advice for individuals and families.

Jeff Boswell is dedicated to helping clients achieve their financial dreams by first understanding their needs, offering sound investment advice, and providing a level of service and availability that exceeds expectations. In helping his clients design strategies to help preserve and manage their wealth, he has formed alliances with other professionals to help clients understand tax planning strategies, estate planning strategies, and the complexities of investments in reaching individual goals.

Jeff graduated from San Diego State University, majoring in Business Administration in 1987. He holds a FINRA series 7,63, and 65 security registrations.

Jeff loves to spend time with is three children. Jeff enjoys travelling in his Sprinter Van throughout the Western US and is an avid skier and hiker. Jeff has resided in Visalia, CA since 1965, and he is proud to be involved in many groups within the community. He is currently a member of Rotary, Lions Club International, and is a current board member of the Tulare County Department of Education Foundation.

 

CA Resident Insurance License Number: A73312