Meet our associates
Our team is comprised of seasoned experts that work to simplify the complex for our clients and bolster their confidence. Read more about our advisors and client associates below.
Meet Our Team
W. Kelly Huff, CIMA, CPWA
Private Wealth Financial AdvisorFor 29 years, Kelly has worked to help wealthy clients achieve and maintain their vision of financial success. Inspired by his own family’s history, Kelly enjoys helping and educating families on making good investment decisions. He has a long-standing practice of forming strategies as advanced as his clients’ needs by providing access to trust, fiduciary, liability management, and estate planning professionals through Wells Fargo affiliates.
In 2015, Kelly earned the Chartered Investment Management Analyst® (CIMA®) certification from MIT Sloan School of Management. He also completed an educational program through Yale School of Management to earn the Certified Private Wealth Advisor® (CPWA®) certification. He earned a bachelor’s degree in finance at San Diego State University and a Master of Science in Finance at Golden Gate University in San Francisco.
From 2011-2019, Kelly has been proud to be recognized as a Premier Advisor,1 a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. He has also been awarded as one of Forbes’ Best-in-State2 Wealth Advisors for 2019 and 2022.
Kelly currently resides in El Dorado Hills with his wife, Stacey, and their daughter, Hayley. They have a daughter, Amanda, and two sons, Kevin and Ethan, all in Northern California. In his free time, Kelly enjoys reading, playing golf, exercising, and doing yoga. His family enjoys taking hikes with their Labrador and finding ways to be outside and stay active. With a commitment to giving back to his community, Kelly serves on the board of Cody’s Fresh Start.
CA Insurance License Number:OB61402. Resident State CA
1The 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 and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
2The Forbes Best-in-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
In 2015, Kelly earned the Chartered Investment Management Analyst® (CIMA®) certification from MIT Sloan School of Management. He also completed an educational program through Yale School of Management to earn the Certified Private Wealth Advisor® (CPWA®) certification. He earned a bachelor’s degree in finance at San Diego State University and a Master of Science in Finance at Golden Gate University in San Francisco.
From 2011-2019, Kelly has been proud to be recognized as a Premier Advisor,1 a distinction reserved for a select group of financial advisors at Wells Fargo Advisors. He has also been awarded as one of Forbes’ Best-in-State2 Wealth Advisors for 2019 and 2022.
Kelly currently resides in El Dorado Hills with his wife, Stacey, and their daughter, Hayley. They have a daughter, Amanda, and two sons, Kevin and Ethan, all in Northern California. In his free time, Kelly enjoys reading, playing golf, exercising, and doing yoga. His family enjoys taking hikes with their Labrador and finding ways to be outside and stay active. With a commitment to giving back to his community, Kelly serves on the board of Cody’s Fresh Start.
CA Insurance License Number:OB61402. Resident State CA
1The 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 and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
2The Forbes Best-in-State ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Lisa Monsour
Senior Registered Client AssociateLisa has been working in the industry for 35 years and ensures all clients’ administrative and operational needs are handled accurately and efficiently. Some of her duties include resolving client inquires, handling all aspects of account distributions, and supporting the team’s daily operations. Additionally, she enjoys building and maintaining meaningful relationships with clients and watching them meet their financial goals.
Outside of work, Lisa lives in Roseville with her husband, Ron. In her free time, she enjoys spending time with friends and her two grown sons, staying active outdoors, and most of all, traveling. She has a Boxer that she loves staying active with on hikes.
CA Insurance License Number: OH48078. Resident State CA
Outside of work, Lisa lives in Roseville with her husband, Ron. In her free time, she enjoys spending time with friends and her two grown sons, staying active outdoors, and most of all, traveling. She has a Boxer that she loves staying active with on hikes.
CA Insurance License Number: OH48078. Resident State CA
Stacey L. Martinez, CFP
Senior Registered Client AssociateWith 25 years of industry experience, Stacey enjoys collaborating with financial advisors to help clients reach their goals. She helps analyze portfolios and assists in the overall investment planning and process. With an emphasis on continuing education, she has also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification which is recognized as the highest standard in personal financial planning. She has been with Wells Fargo Advisors for the entirety of her financial career, since graduating from Sacramento State University where she obtained a bachelor’s degree in business administration with an emphasis in marketing and a minor in communication studies.
Born and raised in the greater Sacramento area, Stacey currently lives in El Dorado Hills with her husband and their daughter. She enjoys watching her daughter play soccer, golf, and dance. Stacey’s other hobbies include traveling, cooking, staying active by going on hikes and doing hot yoga, and learning how to play golf. She and her husband support the First Tee of Greater Sacramento and Cody’s Fresh Start.
CA Insurance License Number: 0D00377. Resident State CA
Born and raised in the greater Sacramento area, Stacey currently lives in El Dorado Hills with her husband and their daughter. She enjoys watching her daughter play soccer, golf, and dance. Stacey’s other hobbies include traveling, cooking, staying active by going on hikes and doing hot yoga, and learning how to play golf. She and her husband support the First Tee of Greater Sacramento and Cody’s Fresh Start.
CA Insurance License Number: 0D00377. Resident State CA