Meet Our Team

Our team of specialists is dedicated to creating plans which suit your wealth management needs. With decades of experience, we collaborate to provide you with both the expertise and the level of care you deserve to feel confident as we work toward your goals.

Jude Jeannis

Private Wealth Financial Advisor
Managing Director - Investments

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Jude Jeannis

Since his start in 2002, Jude has always focused on ensuring his clients’ goals are fully understood and addressed. He uses his extensive experience in the wealth management process to help clients and their families experience financial services on their terms. He is among a select few Wells Fargo Advisors financial advisors who are qualified to manage client portfolios as a Fundamental Choice Portfolio Manager.

CA Insurance License Number: 4030955. Resident State OR

Private Wealth Financial Advisor
Managing Director - Investments

Jude.Jeannis@wellsfargo.com

(971) 978-4658

CA Insurance License # 4030955. Resident State OR.

Whit Hill, CRPC

Senior Financial Advisor
Managing Director - Investments

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Whit Hill

, CRPC

As Senior Financial Advisor, Whit manages wealth relationships for individuals, families, and businesses for our team. Whit is based in our Vancouver, WA office, however he splits his time between our offices depending on client needs and preferences. Starting in 1999, he has dedicated his career to delivering personalized and holistic wealth planning services that exceed client expectations. Whit’s Private Investment Manager (PIM^®) designation enables him to serve as a discretionary portfolio manager for our clients.

Senior Financial Advisor
Managing Director - Investments

Whit.C.Hill@wellsfargo.com

(971) 978-4648

CRPC

CA Insurance License # 0E19973. Resident State WA.

Denise Kohler

Senior Financial Advisor
Senior Vice President - Investment Officer

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Denise Kohler

Beginning her career in 1999, Denise has taken the time to listen to her clients and address their financial concerns. She serves as a key point of contact for client relationships.

Senior Financial Advisor
Senior Vice President - Investment Officer

Denise.M.Kohler@wellsfargo.com

(971) 978-4648

CA Insurance License # 730366. Resident State WA.

Moses Obeidi

Financial Advisor

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Moses Obeidi

As an Financial Advisor, Moses leads our service and operational support team. His experience allows him to serve as a point of contact for client service and administration needs.

Financial Advisor

Moses.S.Obeidi@wellsfargo.com

(971) 978-4646

CA Insurance License # 0I09283. Resident State OR.

Nabil Farhat

Financial Consultant
Assistant Vice President

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Nabil Farhat

Since 1981, Nabil has developed an extensive, broad-based track record in financial services. He leverages his global experience to serve our clients’ portfolio management and research needs.

Financial Consultant
Assistant Vice President

Nabil.Farhat@wellsfargo.com

(971) 978-4653

CA Insurance License # 4173200. Resident State OR.

Tevin Jeannis, AAMS

Financial Advisor
Associate Vice President - Investment Officer

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Tevin Jeannis

, AAMS

With access to a broad array of company resources, Tevin can help you make informed investment decisions like retirement planning, trust and estate planning strategies, and tax-saving strategies that affect your short-term and long-term goals.

Financial Advisor
Associate Vice President - Investment Officer

Tevin.Jeannis@wellsfargo.com

(971) 978-4696

AAMS

CA Insurance License # 4289942. Resident State CA.

Joey Regan

Registered Client Associate

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Joey Regan

Joey serves as a key point of contact for account-related inquiries and oversees client services. His deep financial services experience and dedication to client satisfaction make him a vital part of our team.

Registered Client Associate

Joseph.Regan@wellsfargo.com

(971) 978-4625

CA Insurance License # 0K77670. Resident State OR.

Cheryl Hrenko

Client Associate

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Cheryl Hrenko

With over 45 years in the financial services industry, Cheryl is a key member of our client service team. She manages client events, sets appointments, and keeps valuable client data accurate and up to date.

Client Associate

Cheryl.Hrenko@wellsfargo.com

(971) 978-4623

Logan Zlomke

Registered Client Associate

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Logan Zlomke

As an Officer - Registered Client Associate, Logan helps expand our understanding of clients’ preferences by customizing team interactions to best meet and exceed their expectations.

Registered Client Associate

Logan.Zlomke@wellsfargo.com

(971) 978-4709

Ali Ruiz

Registered Client Associate

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Ali Ruiz

Ali supports clients and the rest of the operational team to help ensure that client needs are met in a timely and professional manner. He is glad to serve as an advocate for clients and works alongside the team to help realize their goals.

Registered Client Associate

Alisha.Ruiz@wellsfargo.com

(541) 633-1964